kamlesh kumar maurya

1. project report
ON
working and trading procedure of Indian
stock market with reference of ANAND RATHI
Presented by
Kamlesh kumar maurya

2. About the Anand Rathi
 Anand rathi is an India ‘s leading brokerage co.
 This company founded by Mr. ANAND RATHI in
1994
 Mr. Pradeep Gupta (Co-founder &Vice chairman)
 Mr. Amit Rathi (Managing Director)
 Anand rathi works for their investor benefit.
 Anand rathi provides many products and
services.

3. Anand rathi indore Hierarchy management

4. Anand Rathi Products

5. Anand rathi services

6. stock market
Where the publicly held company’s shares and
associated financial instruments
Ex , bond ,debenture etc
Two type of market- primary and secondary
market

7.  Primary market deals with the new issue of securities
Secondary market deals with the trading of
securities
Ex -

8. There are nationalized exchanges
BSE in 1875 (sensex listed 30 co)
 NSE in 1995-96(nifty listed 50 co.)
SEBI formed sebi act
1992
To protect the interest
of investors in securities
To developed and
regulate security
market

9. Demat account
That a/c in which you can held your
shares in electronic form
Like a bank account
1-Demat application form
2- KYC application form
3-A copy of pan card
4-address proof, bank proof
5-Cancelled cheque
6-Passport size photograph

10. Demat a/c opening charges
 525Rs+2000 (closing a/c
refundable)
 10000Rs (closing a/c
refundable))
 Annual maintenance fee:
299 .RS/year
Remat a/c
Rematerilisation is the process by which electronic
shares in the demat can be converted into physical
Certificate.

11. Depositories and depository participants

12. CDSL- promoted
sensex index 30
listed company(ABG,
CIPLA,HDFC)
NSDL- promoted
Niffty index 50
Listed company
(vedanta res,
godrej)

13. Offline Trading
•Broker use trade rights
•Deal for the client benefits
•Direct broker and indirect
client involve
•Involve some contracts
attorney contract
•DIS slip
•Linked by phone

14. Online trading
Client direct connected by
internet, which provided by
the DP with a/c user id and
password..
For the position trade
Real time trade
Trading secure

15. Derivatives
Financial instruments whose
value derives from some underline
variable. Ex- sugar future price
drived from present price
Types of derivatives
Future-specified future
time,place,quantity and price of
assets .for ex buying a reliance
future of December in NSE 100
share @ 1200 Rs.

16. Forwards –An agreement to buy or sell specified
time,quantity.
Ex-after one month wheat 20 kg @ 20 Rs.
Option – two option –call and put
call put
Buyer right to buy right to sell
Seller obligation to obligation to buy
sell
 all assets buy and sell with the specified price

17. Commodity
A physical or virtual marketplace
for buying, selling and trading
raw or primary products.
Two type of commodities
Hard soft(Agree
(Resources) culture and
gold, rubber livestock)
, oil, wheat, coffee
, MCX-metal comm. exchange
NCDEX-National commodities
derivatives exchange

18. Mutual fund
A pool of funds collected from many
investors for the purpose of investing
in securities such as stocks, bonds,
money market instruments. Mutual
funds are operated by AMC, who invest
the fund's capital and attempt to
produce capital gains and income for
the fund's investors.
Type of investment-lump sum, SIP,
S withdrawal plan, S transfer plan

19. Insurance
• Insurance = collective bearing of risk
• A promise of compensation for specific potential
future losses in exchange for a periodic payment
Life insurance-It is part of family financial plan
Two parameters for investment
risk and returns
• Early death
• living too long
• risk cover
• tax planning
•Regulated by IRDA 1999

20. general insurance-which comes as a great relief to
secure all that and give you peace of mind when
everything assets is secured against future loss.
Fire insurance
Med claim
Motor vehicle
Regulated by GIC 1999
Both regulated by insurance
act.1938

21. Portfolio management
Portfolio-collection of something's
 portfolio management-
Art and science of making decisions
objective to investment
balancing of risk
performance against risk
maximize the returns

22. How to Select Good Portfolio Analysis
Fundamental Global
 Balance sheet  currency rates
 profit & loss  interest rates
 EPS  War
Own economy Industry
 Inflation  Industry growth rates
 Budget  R&D
 Agriculture  Performance
 Rates

23. SWOT Analysis
India Leading broking Not having own
house unique product
Off and online  same product all
trading facility broking firm
Products -mutual
fund,insurance
Financial sector Many new brokers
boom entered in this field
Opening new Price war according
branches competitors( karvy ,
Client satisfaction share khan)

24. CORPORATE LEARNINGS
• A practical exposure of Financial world.
• Time management
• How to open DEMAT & MUTUAL FUND A/C
• Grooming
• How to fill ledger a/c
• How to handle word excel
• Some knowledge about STOCK MARKET