1. EDELWEISS’ PRODUCTS , CLIENT ADVISORY
SERVICES AND ASSET ALLOCATION
PRESENTED BY :
CELESTINE PETER ADAMS
ROLL NO : 333
ROOM NO: 14
UNDER THE GUIDANCE
AND SUPERVISION OF
PROF. S.M. GOMES.

2. OBJECTIVES OF THE STUDY
 To know the market share of Edelweiss
Capital Limited.
 To convert most of the existing clients to
online trading facility.
 To provide satisfactory client advice.
 To know the perception of customers
regarding share trading.
 To know the factors influencing the choice
of customers regarding which company to
invest in.

3. PRIMARY DATA:
THROUGH QUESTIONNAIRES AND OVER THE TELEPHONE
VISITING THE CLIENTS AND COLLECTING FACE TO FACE
INFORMATION AND FEEDBACK.
SECONDARY DATA:
COMPANY WEBSITE AND COMPANY’S ANNUAL REPORT.
INTERNET, MAGAZINES, NEWSPAPERS, BOOKS AND
JOURNALS REGARDING THE SHARE MARKET.

4.  Date of establishment: 1995
 Registered Office: 14th Floor Express Towers, Nariman
Point,Mumbai-400021,Maharashtra,
INDIA.
 Website: www.edelcap.com
 Edelweiss Capital (NSE: EDELWEISS, BSE: 532922)
Type of industry: Investment banking, brokerage and
asset management firm.
Total market capitalization: About Rs. 13,000 cr.
Total number of employees: 1700 approximately.

5. Board of Directors: Rashesh Shah, Vekant
Ramaswamy, Kunnasagaran
Chinniah, Narendra Jhaveri, Sunil
Wadhwani, Navtej S. Nandra.
Company Secretary: B. Renganathan.
Statutory Auditors: B S R & Associates.
Internal Auditors: M.P.Chitale & Co.

6. MAJOR FINDINGS
 Business Volatility- The business in which the
company is in is very volatile and keeps changing with
the market situation. So to keep a good pace of growth
is the challenge that lies ahead
 Competition- The competition is fierce among different
market players and standing in this situation is a
challenge
 Risk management- The business is prone to a high
risk and minimizing risk is the need of the time
 People- the Company should maintain the good
working force that it has with it at present and improve
it to gain competitive advantage.

7. RECOMMENDATIONS
 Untapped Retail Segment- The
Company has a huge opportunity before
it as it has a vast untapped retail
segment.
 Increasing affluent class- The rise of the
affluent class will aid the growth of the
company.
 Competitive edge – The research of the
company is its Unique Selling
Proposition and the retail segment
looks for good and reliable research.

8. LIMITATIONS
 Research work was carried out in Kolkata
only the finding may not be applicable to the
other parts of the country because of social
and cultural differences.
 The sample was collected using connivance-
sampling techniques. As such result may
not give an exact representation of the
population.
 Shortage of time is also reason for
incomprehensiveness.
 The views of the people are biased therefore
it doesn’t reflect true picture.