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PROJECT REPORT ON

INVESTORS PREFERENCE CONSIDERING BROKERAGE COMPANY


AND ONLINE – OFFLINE SHARE TRADING FACILITY.
 TEAM MEMBERS: ROMA ROY

KASTURI GUHA

 INTERNAL GUIDE: Prof. AVIJIT CHAKROBORTY


 EXTERNAL GUIDE: Mr. SATRAJIT DUTTA MAJUMDAR
INTRODUCTI
ON
About us

Edelweiss Group was established in Mumbai in the


year 1995 by two IIM graduates Mr. Rashesh
Shah and Mr. Venkat Ramaswami.

• Edelweiss means ideas.

• Operates from 56 offices,in 21 indian cities,


with 1600 employees

• The core inspiring thought of “ideas creating


wealth and values protecting it “
RESEARCH OBJECTIVES
1) TO KNOW THE INVESTOR’S PREFERENCE IN
DIFFERENT SECTORS OF INVESTMENT.
2) TO KNOW WHAT ARE THE FACTORS INVESTOR
CONSIDER MOST IMPORTANT WHILE CHOOSING
THEIR BROKING COMPANY.
3) TO KNOW THE PERCENTAGE OF INVESTOR WHO
PREFER ONLINE AND OFFLINE SHARE TRADING.
4) TO KNOW THE INVESTORS AWARENESS ABOUT
THE ONLINE AND OFFLINE FACILITY PROVIDED BY
EDELWEISS BROKING HOUSE.
5) TO KNOW THE PROFILE OF THE CUSTOMERS.
METHODOLOGY
DATA SOURCE
 PRIMARY DATA
SAMPLING TECHNIQUE :
 CONVINIENCE SAMPLING
SAMPLE SIZE: 200
ANALYZATION AND INTERPRETATION OF
DATA
OBJECTIVE-1
TO KNOW THE INVESTOR’S
PREFERENCE IN DIFFERENT
SECTORS OF INVESTMENT.
1. WHERE YOU WILL PREFERRED TO
INVEST YOUR MONEY?
TABLE-1 CHART-1
RESULT NUMBER %
6.00%
FIXEDDEPOSIT

FIXED 80 40%
DEPOSIT 17.50%
40.00%
EQUITY

EQUITY 45 22.5%
MUTUALFUND
14.00%
MUTUAL 28 14% INSURANCE

FUND 22.50%
INSURAN 35 17.5% GOLD

CE
GOLD 12 6%
2. WHICH IS THE GREATEST BARRIER BEHIND
INVESTMENT IN EQUITY?
TABLE-2 CHART-2
RESULT NUMBE % 5.00% LACKOFMONEY

R
LACK OF 40 20% LACKOF
AWARENESS
MONEY 12.50% 20.00% ABOUTEQUITY
LACK OF 60 30% MARKET
VOLATILE
AWARENESS NATUREOF
ABOUT EQUITY MARKET

EQUITY
32.50% ORTHORDOX
MARKET THINKING
30.00%
VOLATILE 65 32.50%
NATURE OF LACKOF
EDUCATION
EQUITY
MARKET
ORTHODOX 25 12.5%
THINKING
LACK OF
OBJECTIVE-2
TO KNOW WHAT ARE THE
FACTORS INVESTOR CONSIDER
MOST IMPORTANT WHILE
CHOOSING THEIR BROKING
COMPANY.
3. HOW MUCH YOU ARE CONSIDERING “BRAND IMAGE”
AS AN IMPORTANT FACTOR WHILE CHOOSING BROKING
FIRM?
TABLE-3 CHART-3
RESULT NUMBER %
8.50% 6.50% STRONGLY AGREE

STRONGLY 53 26.5%
AGREE AGREE

AGREE 94 47% 26.50%


UNDECIDED
11.50%
UNDECIDE 23 11.5%
D DISAGREE

DISAGREE 17 8.5%
47.00% STRONGLY DISAGREE
STRONGLY 13 6.5%
DISAGREE.
4. HOW MUCH YOU ARE CONSIDERING ‘ BROKERAGE’ AS
AN IMPORTANT FACTOR WHILE CHOOSING BROKING
FIRM?

TABLE-4 CHART-4
RESULT NUMBER %
12.00% 7.50% STRONGLYAGREE
STRONGLY 15 7.5%
AGREE
AGREE
AGREE 23 42%
UNDECIDED
UNDECIDED 84 11.5% 27.00% 42.00%
DISAGREE
DISAGREE 54 27%
STRONGLY
STRONGLY 24 12% DISAGREE

DISAGREE. 11.50%
5.‘AFTER SALES SERVICE’ IS AN NECESSARY REQUIREMENT
FOR SHARE TRADING?

TABLE-5 CHART-5
RESULT NUMBER %
STRONGLY AGREE

STRONGLY 44 22% 14.50%


AGREE 22.00% AGREE

AGREE 82 41%
12.50% UNDECIDED
UNDECIDE 20 10%
D
10.00%
DISAGREE 25 12.5% DISAGREE

STRONGLY 29 14.5% 41.00%


STRONGLY DISAGREE
DISAGREE.
6. HOW MUCH YOU ARE CONSIDERING ‘INTERNET FACILITY’ AS AN
IMPORTANT FACTOR WHILE CHOOSING A BROKERAGE FIRM?

TABLE-6 CHART-6
RESULT NUMBER % 5.50% STRONGLY
AGREE

STRONGLY 58 29% 9.00% AGREE


AGREE
29.00%
AGREE 88 44% 12.50%
UNDECIDED

UNDECIDE 25 12.5%
D DISAGREE
44.00%
DISAGREE 18 9%
STRONGLY 11 5.5% STRONGLY
DISAGREE
DISAGREE.
OBJECTIVE-3
TO KNOW THE PERCENTAGE OF
INVESTOR WHO PREFER ONLINE
AND OFFLINE SHARE TRADING.
7. HOW MUCH YOU ARE INTERESTED BY THE ONLINE AND
OFFLINE FACILITIES PROVIDED BY A BROKERAGE
COMPANY?

TABLE-7 CHART-7
RESULT NUMBER % 5.00%
5.50%
STRONGLY 69 34.5% STRONGLY
INTERESTED
INTERESTE
D INTERESTED
12.50% 34.50%
INTERESTE 85 42.5%
UNDECIDED
D
UNDECIDE 25 12.5%
NOT INTERESTED
D 42.50%
NOT 11 5.5%
INTERESTE STRONGLY NOT
INTERESTED
D
STRONGLY 10 5%
NOT
8. HOW MUCH YOU AGREE TO IMMEDIATE ACCESS OF MARKET
FOR TRADING IS REQUIRED?

TABLE-8 CHART-8
RESULT NUMBE %
6.00%
R 5.00%
STRONGLY
AGREE
STRONGLY 88 44%
AGREE 12.50%
AGREE

AGREE 65 32.5% 44.00% UNDECIDED

UNDECIDED 10 5% 32.50% DISAGREE

DISAGREE 25 12.5% STRONGLY


DISAGREE

STRONGLY 12 6%
DISAGREE.
OBJECTIVE-4
TO KNOW THE INVESTORS
AWARENESS ABOUT THE ONLINE
AND OFFLINE FACILITY PROVIDED
BY EDELWEISS BROKING HOUSE.
9. FROM WHERE YOU COME TO KNOW ABOUT ONLINE AND
OFFLINE FACILITIES PROVIDED BY EDELWEISS BROKING
LTD.?
TABLE-9 CHART-9
RESULT NUMBE % 2.50%
R INTERNET

INTERNET 48 24%
NEWSPAPE 5 2.5% 28.50% 24.00% NEWSPAPER

R
MAGAZINE
MAGAZINE 15 7.5%
COMPANY
COMPANY 75 37.5% 37.50% EXECUTIVE

EXECUTIVE 7.50%
OTHERS

OTHERS 57 28.5%
10. HOW MUCH YOU AGREE TO SHIFT YOUR ACCOUNT IN
EDELWEISS BROKING LTD, IF ONLINE AND OFFLINE
FACILITY ARE PROVIDED AT FREE OF COST?
TABLE-10 CHART-10
RESULT NUMBE % STRONGLY
17.50%
R 10.00%
AGREE

STRONGLY 35 17.5% AGREE


AGREE
AGREE 65 32.5% 25.00%
UNDECIDED

UNDECIDED 30 15% 32.50%


DISAGREE
DISAGREE 50 25%
15.00% STRONGLY
STRONGLY 20 10% DISAGREE
DISAGREE.
OBJECTIVE-5
TO KNOW THE PROFILE OF
THE CUSTOMERS.
11.AGE SEGMENTATION ?
TABLE-11 CHART-11
AGE NUMBE % 2.50%
5.50%
R BELOW 25
BELOW 25 5 2.5%
25-30
25-30 15 5.5% 36.00% 21.00%
30-35

30-35 68 21% 35-40


35.00%
35-40 72 35% ABOVE 40

ABOVE 40 40 36%
12.PROFESSION SEGMENTATION
TABLE-12 CHART-12
OCCUPATION NUMBER %

BUSINESS
BUSINESS 45 57.5% 20.00
%

SERVICE
SERVICE 115 22.5% 22.50 57.50
% %
OTHERS

OTHERS 40 20%
FINDINGS
 MOST OF THE INVESTOR WOULD LIKE TO INVEST THEIR MONEY IN
FIXED DEPOSIT.
 INVESTORS MAINLY PREFER BRAND IMAGE,INTERNET FACILTY AND
AFTER SALES SERVICE AS THE MOST IMPORTANT FACTOR WHILE
CHOOSING BROKING FIRM.
 THEY WANT TO HAVE BOTH ONLINE AND OFFLINE TRADING FACILITY.
 A QUITE GOOD NO. OF INVESTORS ARE READY TO SHIFT THEIR
ACCOUNT TO EDELWEISS BROKING LTD. IF THEY ARE GETTING
ONLINE AND OFFLINE TRADING FACILITIES AT FREE OF COST.
 INVESTORS AWARENESS ABOUT EDELWEISS BROKING LTD. IS VERY
LOW.
RECOMENDATION
 AWARNESS ABOUT THE COMPANY FACILITY
SHOULD BE INCREASED AMONG THE INVESTERS.

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