SUMMER TRAINING REPORT ON

TITLE OF PROJECT REPORT

SBI MUTUAL FUND

Undertaken at

“ NAME OF THE ORGANIZATION”

“SHAREKHAN Pvt. Ltd.”

Submitted in partial fulfillment of the requirements

for the award of the degree of

“MASTER OF BUSINESS ADMINISTRATION”

to

Guru Gobind Singh Indraprastha University, Delhi

Under the Guidance of Submitted by

Dr. Namita Mishra Name of Student:- MANISHA SINGH
Professor MBA-IVth Sem,2nd Shift
Enrollment No.: 03221303916

Session 2016-18

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SHAREKHAN LIMITED

INTRODUCTION

Sharekhan is one of the leading retail broking House of SSKI Group which was
running successfully since 1922 in the country. It is the retail broking arm of the Mumbai-
based SSKI Group, which has over eight decades of experience in the stock broking
business. Share khan offers its customers a wide range of equity related services including
trade execution on BSE, NSE, Derivatives, depository services, online trading,
investment advisory, Mutual Fund Advisory etc. Share khan is the largest standalone
retail brokerage in the country and the third largest in terms of customer base after ICICI
Direct and HDFC Securities. It offers a broad range of financial products and services
including securities brokerage, mutual fund distribution, loan against shares, ESOP
financing, IPO financing and wealth management.
Share khan is now a fully owned subsidiary of BNP Paribas, it was rebranded as Share
khan by BNP Paribas

The firm‟s online trading and investment site - www.sharekhan.com - was launched on
Feb 8, 2000. The site gives access to superior content and transaction facility to retail
customers across the country. Known for its jargon-free, investor friendly language
and high quality research, the site has a registered base of over two lakh customers. In
India, Sharekhan has over 3500 employees, and is present in over 500 cities through 154
branches, more than 2,300 business partners. The company has 14 lakh clients and on an
average, executes more than 4 lakh trades per day. While online trading currently accounts
for just over 8 per cent of the daily trading in stocks in India, Sharekhan alone accounts for
32 per cent of the volumes traded online.

The content-rich and research oriented portal has stood out among its contemporaries because of
its steadfast dedication to offering customers best-of-breed technology and superior market

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information.
The objective has been to let customers make informed decisions and to simplify
the process of investing in stocks.

On April 17, 2002 Sharekhan launched Speed Trade, a net-based executable application that
emulates the
broker terminals along with host of other information relevant to the Day Traders. This was for
the first time that a net-based trading station of this caliber was offered to the traders. In the last
six months Speed Trade has become a de facto standard for the Day Trading
community over the net.

On October 01, 2007 Sharekhan again launched his another integrated Software based
product Trade Tiger, a net-based executable application that emulates the broker terminals
along with host of other information relevant to the Day Traders. It has another quality
which differs it from other that it has the combined terminal for EQUITY and
COMMODITIES both.

Share khan‟s ground network includes over 1005 centers in 410 cities in India, of which
210 are fully-owned branches. Sharekhan has always believed in investing in technology
to build its business. The company has used some of the best-known names in the IT
industry, like Sun Microsystems, Oracle, Microsoft, Cambridge Technologies,
Nexgenix, Vignette, Verisign Financial Technologies India Ltd, Spider Software Pvt Ltd.
to build its trading engine and content. Previously the Morakiya family holds a majority
stake in the company but now a world famous brand CITI GROUP has taken a majority
stake in the company. HSBC, Intel & Carlyle are the other investors.

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With a legacy of more than 80 years in the stock markets, the SSKI group ventured into
institutional broking and corporate finance 18 years ago. Presently SSKI is one of the
leading players in institutional broking and corporate finance activities. SSKI holds a
sizeable portion of the market in each of these segments. SSKI‟s institutional broking arm
accounts for 7% of the market for Foreign Institutional portfolio investment and 5%
of all Domestic Institutional portfolio investment in the country. It has 60 institutional
clients spread over India, Far East, UK and US. Foreign Institutional Investors generate
about 65% of the organization‟s revenue, with a daily turnover of over US$ 4 million. The
Corporate Finance section has a list of very prestigious clients and has many „firsts‟ to its
credit, in terms of the size of deal, sector tapped etc. The group has

placed over US$ 1 billion in private equity deals. Some of the clients include BPL Cellular
Holding, Gujarat Pipavav, Essar, Hutchison, Planetasia, and Shopper‟s Stop.

5. Objectives of your savings are:

To save for post-retirement time 4

To meet contingencies 10
For purchase of assets 5
For regular income (liquidity) 8
For children (Education/Marriage) 14
For tax benefits 9
Others (Please specify)

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 RESEARCH METHODOLOGY

A research study has been conducted on the basis of following parameters.

PRIMARY OBJECTIVES OF RESEARCH ARE-:

1) Awareness of mutual fund among business

2) Awareness of Mutual fund among salaried class.

3) Factors effecting Mutual Fund awareness.
4) Effective measures to be suggested for increasing Mutual fund Awareness.
5) Guiding investors with top seven equity fund.
6) Risk associated

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