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Stock Exchange Fundamentals Report

This document summarizes a project report about an internship at Sharekhan, a stock brokerage firm. The objectives of the internship were to learn about financial markets, evaluation methods, research, and applying theoretical knowledge practically. The report describes Sharekhan's history and products, the intern's job activities including client acquisition and support. It also explains Sharekhan's online and offline trading terminals and how to perform fundamental and technical analysis for trading.

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Jigna Bhatt
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0% found this document useful (0 votes)
54 views30 pages

Stock Exchange Fundamentals Report

This document summarizes a project report about an internship at Sharekhan, a stock brokerage firm. The objectives of the internship were to learn about financial markets, evaluation methods, research, and applying theoretical knowledge practically. The report describes Sharekhan's history and products, the intern's job activities including client acquisition and support. It also explains Sharekhan's online and offline trading terminals and how to perform fundamental and technical analysis for trading.

Uploaded by

Jigna Bhatt
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd

Atharva School of Business

Project Report Fundamentals of Stock- Exchange Through Internship with Sharekhan.

ByHarshang V. Bhatt

Objectives

To know about the Financial Markets.


To know about the evaluation methods. To learn Research. Practical application of theoretical knowledge.

Company Profile - Sharekhan


Formerly known as SSKI Securities Pvt. Ltd. ( S.S. Kantilal Ishwarlal Securities.)
Formed in the year 1932. Professional growth No. of Branches- more than 580. No. of Franchise- more than 1200. Power brokers- more than 20000.

Products Offered.

Equity Stocks.
Derivatives. Futures and Options. Commodities. IPOs. Mutual Funds. Portfolio Management Services. Insurance. (Tie up with ICICI).

Project Work

Job Profile

Client Acquisition.
Solving Queries. Handling calls. End of the Day reporting. Confirmation to clients.

Trading Terminal.

Sharekhan provides two different types of terminals Online Terminal. Offline Terminal.

Online Terminal Trade Tiger

Online Terminal Trade Tiger

In this the client and the RM are connected through internet.


The client can trade on its own or tell the RM to trade on its behalf. The client can view his account and can observe the status of his account.

Client List (F11).

Buy Window (F1)

Sell Window (F2)

Equity Reports (F3)

Turnover Reports (F7)

DP Balance (F9)

Offline Terminal ODIN.

Offline Terminal ODIN.

In this the client and the RM are only connected through telephones.
The client cannot trade on its own. The client cannot view his account. He has to regularly call the RM to check the status of his account.

Buy Window (F1)

Sell (F2).

Market Picture (F5)

Order Book (F3)

Integrated Net Position

How to Trade?

Fundamental Analysis.
Technical Analysis.

Fundamental Analysis.

Measuring intrinsic value of the stock.


Analyzing macroeconomic factors. Analyzing individually specific factors.

You aren't really investing if you aren't performing fundamental analysis

Technical Analysis.
The market discounts everything.
Price moves in trends. History tends to repeat itself.

Right time, Right opportunity, Right gain.

Conclusion.

Technical analysis and fundamental analysis are seen as polar opposites.


Through Fundamental one can choose which company to select. Through Technical one can decide at what time one should enter the market.

Recommendations.

To develop new servers, which are able to sustain the internet fluctuations. To install updated antivirus.
To install MS Office, rather than using Star office. As it would give more ease to calculating the daily turnover.

Try to attract more HNI clients, by providing proper schemes, to increase the brokerage. Provide proper training on software to their executive, so that they can explain the end customers.

Thank You

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