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ppts on summer project done at MOTILAL OSWAL
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GUIDED BY:
PROF. AABHA SHINGHVI
(INTERNAL)
MR. CHINTESH PATEL (EXTERNAL)
PRESENTED BY:
KALARIYA DHIREN
ROLL NO. 27
DIV – A
G.I.D.C. RAJJU SHROFF ROFEL INSTITUTE OF MANAGEMENT STUDIES, VAPI
CORE PURPOSE
To be a well respected and preferred global financial services organization enabling wealth creation for all our customers.
VALUES
Integrity A company honoring commitment with highest ethical and business practices.
Teamwork Attaining goals collectively and collaboratively.
Meritocracy Performance gets differentiated, recognized and rewarded in an apolitical
Passion & High energy and self motivated with a “Do It” attitude and entrepreneurial Attitude spirit.
Excellence in Time bound results within the framework of the company ’s value system. Execution
ORGANISATION STRUCTURE
BUSINESSES
MILESTONES
AWARDS & ACCOLADES
! India network with presence in over 430 cities/ towns comprising 1,430 business locations (own as well as franchisees)
! Network growing at a rapid pace - grown from a single location to a nationwide network in over 430 cities and towns
! Extensive distribution network providing opportunities to cross-sell products and services, particularly as we diversify into new business streams
! Physical distribution supplemented by on line channel
! Recently entered into a strategic alliance with State Bank of India (SBI), the largest bank in India, to offer our online brokerage services to SBI’s retail banking clients
! Plans to enter into additional strategic alliances to cater to an even wider customer base
INDIA NETWORK
SERVICE OFFERING BY MOFSL
SERVICE OFFERING BY MOSL
(1) PORTFOLIO MANAGEMENT SERVICES (PMS)
PMS is the service under which Portfolio of the client is maintained by the Company.
Types Of PMS: (a) Value PMS (b) Bull’s Eye PMS
Who is it for?Portfolio management service is well suited for high-net worth customers.
Benefits of PMS: Professional Management Risk Control Convenience Constant Portfolio Tracking
Transparency Dedicated Relationship Manager
(2) RESEARCH BASED ADVICE
(3) E-Broking service
Motilal Oswal MyBroker (E-Broking) platform which provides uninterrupted online investing –anyplace, anytime i.e. Buying and selling of shares and securities.
For whom?For High value investors and high volume traders who wants uninterrupted access to stock prices and execution facility.
Key benefits of trading online with MyBroker:Instant order/trade confirmation gives you similar trading experience as exchange based software without the burden of overhead and maintenance cost A refreshing experience of getting outstanding research based advise equity and derivatives on the same screen. Live quotes of NSE–Cash/Derivative, BSE Cash, CommodityGet access to various online reports like margin report, Demat A/c detailsOnline transfer of funds through multiple banksAccess to latest research reports, daily market dairy, derivative dairy
(4) IPO
Initial Public Offering (IPO) is when a company makes a fresh issue of securities/shares to the public.
IPO’s at MOSL:
Easy access to motilal oswal Business locations with over 1430 Business locations spread across over 430 cities.
Research and advice on new issues.
Regular updates on ongoing and forthcoming issues to investors.
IPO funding can be made available in case the application amount is greater then Rs 50 Lakhs.
(5) MUTUAL FUND
Mutual funds offer a platform to participate in the equity & debt market indirectly through professional management.
Services Offered:Need based advisory fully backed with solid research. Dedicated Mutual fund advisors to understand needs and building a prudent portfolio. Monthly review of portfoliosMonthly Fact-sheet covering motilal oswal analysis of various funds Knowledge sharing through educational seminars and workshops.
What Motilal Oswal Do: Client Profiling Asset Allocation Plan Scheme Selection Re-balancing:
Periodic portfolio re-balancing to maintain the long term asset allocation. A disciplined approach of buying in a falling market and selling in a rising market will be adopted.
(6) COMMODITY
Motilal Oswal Commodities Broker (P) Ltd. is a fully owned subsidiary of Motilal Oswal Financial Services Ltd. and has been providing commodity trading facilities and related products and services on MCX and NCDEX.
Trading through Motilal Oswal: Solid Research: Daily Fundamental and Technical Research
Reports on highly traded commodities
One Stop Shop: MOCBPL provides end-to-end advice for all the commodities to all motilal oswal prestigious individual
investors. Privileged customers also get exclusive & customized advice.
Dual Membership: MOCBPL has membership to MCX and NCDEX
Personalized Service: Service through dedicated relationship managers
(7) MOTILAL OSWAL DP SERVICES
Motilal Oswal is Depository Participant in CDSL. It provides Demat a/c services under MODES. In terms of number of accounts MODES is the second biggest Depository Participant in CDSL with over 150,000 accounts.
Client receives regular account reports and an efficient service at all times. Clients having holdings over Rs. 10 lakhs receive special SMS service.
Investor enjoys many benefits if they buy and sell shares in the depository mode.
Motilal Oswal is one of the broker who is acting as wholesalers and as a broker, it is the duty of it to provide service of collecting funds and securities from the investors and send it to clearing house and vice versa. According to SEBI investor has to open trading account for trading in shares. Client can open an account in any depository.
TRADING DEPARTMENT
Trading department is divided into three parts: Pre-trading (A/c opening, Deposits, ect.)
Trading (Dealing room, Sauda punching,
conformation)
Post-trading (Payout process, Bills, Pay-in-process,
Contract note)
The main aim of marketing activities at Motilal oswal is that the customer should get enough guidance to join the company and how he can get the best service than any other stockbroker.
MARKETING DEPARTMENT
Marketing Mix:
Products
Price
Place
Promotion
MARKETING DEPARTMENT
‘Knowledge First’ Campaign
This year MOFSL introduced a new brand philosophy. The relentless focus on research and insight, which is the DNA of the company, has manifested itself in the brand idea - ‘Knowledge First’. This simple philosophy of 'Knowledge First' has been brought alive through a multimedia campaign in TV, print, outdoor and the web.
MARKETING DEPARTMENT
Wealthwise
Building on their promise of providing knowledge to investors, MOSL introduced a unique intitiative - Wealthwise. This investor education programme (televised on CNBC) consisted of a series of investor camps that provided customers wealth management advice for different life stages.
MARKETING DEPARTMENT
Purple
Purple is their recently launched Private Banking brand that provides holistic wealth management solutions for Individual, Family and Business needs of High Net Worth Individuals (HNIs). To provide these clients a gold standard private banking experience, they introduced a series of Purple lounges in different cities.
HUMAN RESOURCE DEPARTMENT
MOFSL has grown at a scorching pace, not only in terms of business but also in terms of its most valuable asset -people. They have an ever-growing employee strength of 2315 associates that operates out of a rapidly expanding Company network.
HR at Motilal Oswal, on the one hand strives to make every employee of the organisation its brand ambassador and on the other hand make the Motilal Oswal brand stand for the best people practices.
The 3 pillars of HR strategy are:
(1) A clear and relentless (persistent) focus on leadership development
(2) Stringent (severe) focus on the identification and development of 'High Potentials' at all levels
(3) Investment in technology to deliver state-of-the-art HR processes across the organisation in a time and cost efficient manner
HUMAN RESOURCE DEPARTMENT
The key initiatives towards implementation of the strategy have been:
Balanced Scorecard and KRA implementation:
Leadership Development: Style and competency assessment for the top tier management of the Company was carried out and an intensive Executive Coaching programme based on Individual Developement Plans has been started for 13 of the top leaders of the organization.
Technology: The recruitment process has been enabled and implemented using the existing HR software of MyZone. This has been implemented in Mumbai during the current year and will be rolled out across all regions during this year.
HUMAN RESOURCE DEPARTMENT
SWOT ANALYSIS OF MOTILAL OSWAL
Strengths
Large and diverse distribution network Strong research and sales teams Brand recognition Experienced top management Strong financial results
Weaknesses
Charges are high compare to other companies in industry
Opportunities Growing Financial Services industry's share of wallet for disposable income Huge market opportunity for wealth management service providers as Indian wealth management business is transforming from mere wealth safeguarding to growing wealth. Regulatory reforms would aid greater participation by all class of investors Leveraging technology to enable best practices and processes Increased appetite (need) of Indian corporate for growth capital
Threats Execution risk Slowdown in global liquidity flows Increased intensity of competition from local and global players Unfavorable economic conditions
SWOT ANALYSIS OF MOTILAL OSWAL
ANALYSIS
OF
ARCHIDPLY INDUSTRIES LIMITED
ON
ITS INITIAL PUBLIC OFFER (IPO)
IPO DETAILS
IPO of Archidply Industries Ltd.
Sector Woodpanel products
No. of shares on offer 66,15,720
Price band (Rs) 70-80
Face Value 10
Issue open date 11th June 2008
Issue close date 17th June 2008
Minimum lot size 75 shares
QIB (50%) 33,07,860
Non-institutional (15%) 9,92,358
Retail (35%) 23,15,502
Total 66,15,720
IPO DETAILS
Equity Shares o/s prior to the Issue 1,53,84,280
Equity Shares offered through IPO 66,15,720
Equity Shares o/s after the Issue 2,20,00,000
Listing BSE, NSE
Objects of the Issue
1. Setting up a new manufacturing facility of Plain Particle Board (PPB), Pre Laminated Board (PLB) and decorative plywood at Chintamani in Karnataka. 2. Setting up a new manufacturing capacity for medium density fibreboard (MDF) at Rudrapur in Uttarakhand. 3. Margin Money for Working Capital.
Book Running Lead Manager Motilal Oswal Investment Advisors Private Limited
Registrar to this Issue Karvy Computershare Private Limited
IPO Grading
ICRA Limited has assigned an IPO Grade 3 (pronounced ‘three on five’), indicating average fundamentals. ICRA assigns IPO grading on a scale of IPO Grade 5 through IPO Grade 1, with Grade 5 indicating strong fundamentals and Grade 1 indicating poor fundamentals.”
IPO DETAILS
GENERAL INFORMATION
Name of company: Archidply Industries Limited
Sector/industry: Wood Panel Products
Registered and 29/2, G.K. Manor,Corporate office: 1st Floor, Nehru Nagar Circle,
Seshadripuram,Bangalore – 560 020,Website: www.archidply.com
Promoters: Mr. Deen Dayal Daga – CMD,Mr. Shyam Daga – Joint Managing Director and CFOMr. Rajiv Daga - Director and Assam Timber Products
Private Limited
INDUSTRY OVERVIEW
Plywood Industry in India
Today, India is one of the most exciting and emerging markets with a robust economy that is expected to expand further. With a growing population of Indians who have a higher disposable income, the domestic market for the woodworking industry is ripe and ready to be harvested.
In the recent years architects, designers, furniture manufacturers and consumers in India are becoming interested in high value timber applications and high quality finished wood products. There is a big demand for modular office furniture and workstations.
There was no restriction of putting up plywood Mill upto 1970. The Wood based Industry was under Compulsory Industrial Licensing from 1988 whether a small scale unit or a Large/Medium unit, new undertaking or substantial expansion would require Industrial License. In 1997 the Government of India totally de-licensed wood based industry as a result more than 2000 small-scale units coming up
ProductionThe production of Commercial plywood, decorative plywood, blockboards, Flushdoors, veneers, particleboard, Hard/Soft boards and medium density fibreboard (MDF).
INDUSTRY OVERVIEW
Particulars Unit 2004-05 2005-06 2006-07
Plywood M2 – 4MM 24.44 20.73 21.67
Particle Board M.T. 56,705 47,124 81,214
Veneers SQM 3,56,42,575 28,79,851 78,77,585
Medium Density Fibre M.T. 70,644 60,030 56,315
Hard/Soft Board M.T. 1,54,059 1,22,579 42,982
INDUSTRY OVERVIEW
Industry Trends in India Broadly the wood panel and decorative surfacing products come under the building material category and can be further narrowed down to interior infrastructure or interior solution sector.
The sector is witnessing tremendous growth driven byRetail stores (fast expanding chain of stores) Large firms, corporate spaces (IT and BPO sector) Hospitality sector (restaurant, lounges, hotel and resorts etc.) Services sector (banking and financial services like new banks)
Entertainment sector (like multiplexes) Housing sector Hospital and health careInfrastructure projects (like airports, railways, SEZs) etc.
Industry Trends in India
Government is also encouraging this sector by reducing the excise duty from 16% to 8% in the financial bill 2007.
Also some of the state government like Delhi, Utter Pradesh, West Bengal, Madhyapradesh have reduced the VAT from 12.5% to 4% in the recent past.
Major Companies
Archidply IndustriesGreenply IndustriesNovopan IndustriesUniply IndustriesCentury Plyboard
INDUSTRY OVERVIEW
BUSINESS INFORMATION
OVERVIEW OF THE COMPANY
Archidply Industries Limited is the flagship company of the Archidply group.
There promoters have been associated with plywood manufacturing for more than 30 years.
Company was incorporated in 1995 and today, they are modern state-of-the-art manufacturers of wood panel products and decorative surfacing products in two locations, Rudrapur and Mysore, with a network of branches, distributors and dealers across India.
BUSINESS INFORMATION
Products
1. Plywoods 2. Block Board and Flush Doors3. Particle Boards4. Decorative Laminates5. Decorative Veneers
The products comply with quality standards of BIS and International standards of UK, USA and Germany. It has been awarded ISO 9001: 2000 for quality management systems to manufacture and marketing of wood and agro based panel products.
BOARD OF DIRECTORS
BUSINESS INFORMATION
The Board comprises of:
Sr. No.
Name Designation
1 Mr. Deen Dayal Daga Chairman and Managing Director
2 Mr. Shyam D. Daga Joint Managing Director
3 Mr. Rajiv D. Daga Executive Director
4 Mr. Krishna Kant Somani Director (Technical)
5 Mr. Mohammed Shahid Aftab Independent Director
6 Mr. Narayan Subrao Adkoli Independent Director
7 Mr. Kamal Kishore Taparia Independent Director
8 Mr. Bharathkumar Hukumchand Rathi Independent Director
BUSINESS INFORMATION
BRANDS
Archidply “premium segment”
Silvi“middle segment “ Pureply
“premium plywood product”
SELLING & DISTRIBUTION NETWORK
BUSINESS INFORMATION
Distribution Chandellesa) Factory → Company Depot → Distributor → Dealer → Consumerb) Factory → Distributor → Dealer → Consumerc) Factory → Large Contractors/ Large Builders
Region
Distributors Network Dealers Network
States City No. of Distributor
States City No. of Dealers
North 11 21 21 10 54 150
East 5 8 8 8 21 72
South 4 12 12 4 56 256
West 3 20 20 3 12 108
Total 23 61 61 25 143 586
Distributors Network
21
812
20 North
East
South
West
BUSINESS INFORMATION
SELLING & DISTRIBUTION NETWORK
Dealers Network
150
72256
108North
East
South
West
MAJOR CUSTOMERS
Products are used for interior and construction work, the main customers for the products are individual houses, bungalows, Apartment builders, Government organization like CPWD, Banks, Software Offices, Hotels etc.
The products have been specified in various leading projects such as HIndalco, BSNL, Bank of India, Appollo Hospital, ABN AMRO, Punjab National bank, Hotel Leela Venture, BHEL, to name a few.
BUSINESS INFORMATION
COMPETITION
Their major competitors in plywood, decorative veneers and decorative laminates are Greenply and Century Ply. In pre laminated particle board segment, they face competition with Novapan.
Company and the wood based industry in general continue to face competition from the unorganized sector.
BUSINESS INFORMATION
INFRASTRUCTURE FACILITIES
Raw MaterialLabourWaterElectricityPollution Control
BUSINESS INFORMATION
Raw Material Cost (Rs. in lakhs)
Particulars For the half year ended For the year ended September 30, 2007 March 31, 2007
Total Income 6,602.63 10,062.88
Cost of Goods Sold 3,781.73 6,428.18
% of Raw Material Consumed to 57.28% 63.88%Total Income
BUSINESS INFORMATION
SOCIAL RESPONSIBILITY
HUMAN RESOURCEAt present they have the total strength of 531 permanent employees (including workmen) in various departments. The details of which are given as below:
Sr. No.
Category Number of Employees
1 Top Management Personnel 08
2 Finance & Accounts Personnel 34
3 Human Resource Personnel 05
4 Technical Personnel 94
5 Marketing Personnel 137
6 Administrative staff 20
7 Skilled & Unskilled Workers 233
Total 531They have not experienced any material strikes, work stoppages, labour disputes or actions by or with their employees.
BUSINESS INFORMATION
FINANCIAL INFORMATION
BUSINESS INFORMATION
Y/E MARCH MAR-07 MAR-08
Income (Rs m)
Net Sales 900 1,359
Increase /(Decrease) in Inventory 59 -
Total Income 959 1,359
- Operating Expenses 835 1,102
Operating Profit 123 258
+ Other income 8 11
- Depreciation 26 37
- Interest 40 70
- Tax 11 18
- Preli. Pre op. Exp. 1 0
PAT 53 143
Profit and Loss A/c
FINANCIAL INFORMATION
BUSINESS INFORMATION
Y/E MARCH MAR-07 MAR-08
Net Worth 272 424
Debt (LT+ST) 549 541
Deferred Tax Liability 5 2
Capital Employed 827 967
Fixed Assets 412 409
Investments 0 0
Working capital 388 506
Cash 27 51
Capital Deployed 827 967
Balance Sheet (Rs m)
BUSINESS INFORMATION
Special Tax Benefits to the one unit of Company located in the state of Uttarakhand
Lower rate of 1 % on Central Sales Tax
Exemption from Central Excise Duty for ten years from the year financial year 2006-07
Exemption of 100 % from Income Tax for first five years with effect from the financial year 2006-07 and 30 % for next five years as stated above in point no. a of Tax deductions and concessions available to the Company
Strength
The Promoter/ Directors are well experienced in this industry. Company has wide sales network. The trade name is already established in the market. Company is allotting funds every year for the advertisement.Government IncentivesLocational Advantage
Weaknesses
Once the unit is established, the entire unit would be looked after by professional people and not by the main Promoters. The main Promoter will visit the unit at regular intervals.
SWOT ANALYSIS
Opportunities
New industry to near by areaPositive industry outlook (Growth rate @ 30%)
Threat
Change in government policy regarding excise dutyDelay in implementationThreat from unorganized sectorRealty sector – Primary growth driverPending license to manufacture MDF
SWOT ANALYSIS
RESEARCHON
“ARARENESS REGARDING STOCK MARKET”
PROBLEM IDENTIFICATION
I have conducted study on awareness regarding stock market. Now, Motilal Oswal wants to know about the investment instruments used by the people of Rajkot city. It also wants to know how to educate people about stock market. It wants to know sources which are affecting to the decision of client to invest in stock market.
RESEARCH OBJECTIVE
The objectives of the study are as under:
1. To know the awareness of stock market.2. To know the investment habit/pattern of the people of Rajkot city.3. To know the purpose of investing in stock market.4. To know the influencing forces behind the decision making while trading in stock
market.5. To know constraints which are affecting investment in stock market6. To find out best way or method to educate about stock market.
RESEARCH INSTRUMENT
QUESTIONNAIRE SAMPLING METHOD : Convenient sampling method
SAMPLE UNIT : Those who are investing in different investment Options SAMPLE SIZE : 100 samples
Type of Questionnaire : Structured
Type of Questions : Closed ended questions
No of Questions : 12
Place : RAJKOT CITY
DATA COLLECTION METHOD
1. Primary Data
2. Secondary data
BENEFITS OF THE STUDY:
The research that is being conducted by me will be useful in the following respect:
• This will help the company, how to make people aware about stock market by imparting best education.
• This will help to know the investment options used by people and turn them towards stock market.
• This will help the company to frame effective marketing strategy.• This will also help to select right media for advertising to create brand
awareness as well as to give knowledge of the products.• It will help to know how the people take decision to invest in stock
market.
LIMITATIONS OF THE STUDY
1. Personal bias
2. Time limit
3. Are
4. Sample size:
5. Lack of expertise
DATA ANALYSIS & INTERPRETATION AGE GROUP WISE RESPONDENTS
Age No. of respondents
21 – 30 31
31 – 40 26
41 – 50 22
51 – 60 14
Above 61 07
Total 100
31
26
22
14
7
0
5
10
15
20
25
30
35
21 – 30 31 – 40 41 - 50 51 - 60 Above 61
Age group
No
. o
f re
sp
on
den
ts
DATA ANALYSIS & INTERPRETATION
EDUCATION QUALIFICATION WISE RESPONDENTS
Education qualification No. of respondents
Under-Graduate 24
Graduate 22
Post-Graduate 27
Professional 26
Illiterate 01
Total 100
2422
27 26
1
0
5
10
15
20
25
30
Under-Graduate
Graduate Post-Graduate
Professional Illiterate
Education Qualification
No
. o
f re
sp
on
den
ts
DATA ANALYSIS & INTERPRETATION
OCCUPATION WISE DISTRIBUTION OF RESPONDENTS
Occupation No. of respondents
Professional 16
Businessman 34
Employee 21
Student 18
Others 11
Total 100
16%
34%
21%
18%
11%
Professional
Businessman
Employee
Student
Others
DATA ANALYSIS & INTERPRETATION
INVESTMENT IN DIFFERENT INVESTMENT INSTRUMENTS
Investment options No. of Investors
Bank Fixed Deposit 57
Mutual Fund 49
Shares/Equity 87
Insurance 61
Real Estate 54
Govt. Securities 26
Bonds/Debenture 07
Postal Scheme 19
P.P.F 10
Pension Fund 16
Jewellery 78
Other 04
DATA ANALYSIS & INTERPRETATION
INVESTMENT IN DIFFERENT INVESTMENT INSTRUMENTS
5749
87
6154
26
7
1910
16
78
4
0
10
20
30
40
5060
70
80
90
100
Investment instruments
No
. o
f in
vesto
rs
DATA ANALYSIS & INTERPRETATION
DO YOU INVEST IN STOCK MARKET?
Invest (Yes)
Do Not Invest (No)
Total
87 13 100
87
13
Invest
Do Not Invest
DATA ANALYSIS & INTERPRETATION
HOW TO INVEST IN STOCKS
No. of Investors
IPO’s 26
Secondary Market
23
Both 38
2623
38
0
5
10
15
20
25
30
35
40
IPO’S Secondary Market Both
No
. o
f in
vesto
rs
DATA ANALYSIS & INTERPRETATION
FACTORS CONSIDERED IN INVESTMENT
1st Rank 2nd Rank 3rd Rank 4th Rank
Safety of investment 44 24 18 14
High return 25 40 24 11
Speculation 11 19 22 48
Regular Income 20 17 36 27
1st Rank
44
25
11
20
Safety of investment
High return
Speculation
Regular Income
DATA ANALYSIS & INTERPRETATION
2nd Rank
24
40
19
17
Safety of investment
High return
Speculation
Regular Income
DATA ANALYSIS & INTERPRETATION
3rd Rank
18
24
22
36Safety of investment
High return
Speculation
Regular Income
DATA ANALYSIS & INTERPRETATION
4th Rank
14
11
48
27
Safety of investment
High return
Speculation
Regular Income
DATA ANALYSIS & INTERPRETATION
INVESTMENT INSTRUMENT IN WHICH PEOPLE WANT TO INVEST
Instruments No. of Investors
Equity 37
Derivatives 39
Commodity 43
Others 35
37 3943
35
05
1015
2025
3035
4045
50
Equity Derivatives Commodity Others
Investment instruments
No
. o
f in
vesto
rs
DATA ANALYSIS & INTERPRETATION
THE CONSTRAINTS WHICH ARE AFFECTING THE INVESTMENT IN STOCK MARKET
Constraints Nos.
Lack of knowledge 47
Fund facilities 29
Risk taking ability 23
Regulatory constraints 11
Lack of Guidance 38
Other 07
47
29
23
11
38
7
0
5
10
15
20
25
30
35
40
45
50
Lack ofknowledge
Fundfacilities
Risk takingability
Regulatoryconstraints
Lack ofGuidance
Other
Constraints
DATA ANALYSIS & INTERPRETATION
DECISION TAKEN BY INVESTORS WHILE INVESTING INTO STOCK MARKET
Factors Percentage
Independently 41
Advice from friends/colleagues 12
Broker's/Agent's Advice 56
Advice from CA/Tax Consultant 14
News Channels 43
Well-known stock broking house 23
Business Newspapers 31
Business Magazines 19
Internet 15
DATA ANALYSIS & INTERPRETATION
DECISION TAKEN BY INVESTORS WHILE INVESTING INTO STOCK MARKET
41%
12%
56%
14%
43%
23%
31%
19%
15%
0% 10% 20% 30% 40% 50% 60%
Independently
Advice from friends/colleagues
Broker's/Agent's Advice
Advice from CA/Tax Consultant
News Channels
Well-known stock broking house
Business Newspapers
Business Magazines
Internet
DATA ANALYSIS & INTERPRETATION
TOOLS PERFERED BY PEOPLE WHILE LEARNING ABOUT STOK MARKET
Tools No. of responses
Literature 38
Classroom Training 31
Documentaries 21
Internet 26
Seminars 29
Self-Experience 67
38
31
21
26
29
67
0 10 20 30 40 50 60 70 80
Literature
Classroom Training
Documentaries
Internet
Seminars
Self-Experience
No. of respondents
RECOMMENDATION
I have examined that different investors are giving priorities to investment instrument as per their need. Accordingly, as per the needs of the client, a product can be recommended to him. Motilal Oswal Financial Services Limited (MOSL) has strength in Top Quality Research, Internet Trading, Investment Advisory Services, Value Added Back office services and DP Services. The firm also deals in commodities and mutual funds to add more number of clients.
1. Motilal Oswal should increase its promotional activities and it should make aware people of Rajkot city about its product and services.
2. Motilal Oswal should turn the existing customer to trade or invest in other product, which they are not aware about, or not investing in them.
3. Motilal Oswal should organize seminars and presentation of highly experienced person. It should provide classroom training and literature to those who are eager to learn about share market. It should distribute documents about product information.
4. Motilal Oswal should utilize the Radio (FM), Newspaper, and local T.V advertisement as a medium of promotion.
Thank You
Motilal Oswal Financial Services Ltd.
Regd Office: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (W), Mumbai - 400 064.