GUIDED BY: PRESENTED BY:

PROF. AABHA SHINGHVI KALARIYA DHIREN

(INTERNAL) ROLL NO. 27
MR. CHINTESH PATEL DIV – A
(EXTERNAL)

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

! 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
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, Commodity
Get access to various online reports like margin report, Demat A/c details
Online transfer of funds through multiple banks
Access 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:
What Motilal Oswal Do:
Need based advisory fully backed
 Client Profiling
with solid research.
 Asset Allocation Plan
Dedicated Mutual fund advisors to
 Scheme Selection
understand needs and building a
 Re-balancing:
prudent portfolio.
Periodic portfolio re-balancing to
Monthly review of portfolios
maintain the long term asset
Monthly Fact-sheet covering motilal
allocation. A disciplined approach of
oswal analysis of various funds
buying in a falling market and selling in a
Knowledge sharing through
rising market will be adopted.
educational seminars and
workshops.
(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.
TRADING DEPARTMENT

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 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)
MARKETING DEPARTMENT

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 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.
HUMAN RESOURCE DEPARTMENT

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.
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

SWOT ANALYSIS OF MOTILAL OSWAL

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
 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

1. Setting up a new manufacturing facility of Plain

Particle Board (PPB), Pre Laminated Board (PLB)
and decorative plywood at Chintamani in Karnataka.
Objects of the Issue 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 DETAILS

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.”
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 CFO
Mr. 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
INDUSTRY OVERVIEW

Production
The production of Commercial plywood, decorative plywood, blockboards,
Flushdoors, veneers, particleboard, Hard/Soft boards and medium density
fibreboard (MDF).

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 by

Retail 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 care
Infrastructure projects (like airports, railways, SEZs) etc.
INDUSTRY OVERVIEW

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 Industries
Greenply Industries
Novopan Industries
Uniply Industries
Century Plyboard
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

3. Plywoods
4. Block Board and Flush Doors
5. Particle Boards
6. Decorative Laminates
7. 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.
BUSINESS INFORMATION

BOARD OF DIRECTORS
The Board comprises of:

Sr. Name Designation

No.
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 Silvi
Pureply
“premium segment” “middle segment “
“premium plywood
product”
BUSINESS INFORMATION

SELLING & DISTRIBUTION NETWORK

Distribution Chandelles
a) Factory → Company Depot → Distributor → Dealer → Consumer
b) Factory → Distributor → Dealer → Consumer
c) Factory → Large Contractors/ Large Builders

D is t r ib u t o r s N e t w o r k D e a le r s N e t w o r k
S ta te C it y No. of S ta te C it y No. of
R e g io s D is t r ib s D e a le
n u to r rs
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
To t a l 23 61 61 25 143 586
BUSINESS INFORMATION

SELLING & DISTRIBUTION NETWORK

Distributors Network Dealers Network

108 150
20 21 North North
East East
South South
72 West
West
12 8 256
BUSINESS INFORMATION

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 Material Raw Material Cost (Rs. in lakhs)

Labour
Water
Electricity Particulars For the half year ended For the year ended
Pollution Control 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
BUSINESS INFORMATION

HUMAN RESOURCE
At present they have the total strength of 531 permanent employees (including
workmen) in various departments. The details of which are given as below:

S r C a te g o ry Numbe r
. of
N
1 Top Management Personnel E
08m p lo y e e
o. s
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 531

They have not experienced any material strikes, work stoppages, labour disputes
or actions by or with their employees.
BUSINESS INFORMATION
FINANCIAL INFORMATION
Profit and Loss A/c
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
BUSINESS INFORMATION
FINANCIAL INFORMATION

Balance Sheet (Rs m)

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
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
SWOT ANALYSIS

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 Incentives
Locational 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 area

Positive industry outlook (Growth rate @ 30%)

Threat

Change in government policy regarding excise duty

Delay in implementation
Threat from unorganized sector
Realty sector – Primary growth driver
Pending license to manufacture MDF
 RESEARCH
ON
“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:

5. To know the awareness of stock market.

6. To know the investment habit/pattern of the people of Rajkot city.
7. To know the purpose of investing in stock market.
8. To know the influencing forces behind the decision making while trading in stock
market.
9. To know constraints which are affecting investment in stock market
10. 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

• Primary Data

• 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

• Personal bias

• Time limit

• Are

• Sample size:

• 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

35
31
30
No. of respondents

26
25 22
20
14
15

10 7
5

0
21 – 30 31 – 40 41 - 50 51 - 60 Above 61
Age group
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

30 27 26
24
No. of respondents

25 22
20

15

10

5
1
0
Under- Graduate Post- Professional Illiterate
Graduate Graduate
Education Qualification
DATA ANALYSIS & INTERPRETATION
OCCUPATION WISE DISTRIBUTION OF RESPONDENTS
Occupation No. of respondents
Professional 16
Businessman 34
Employee 21
Student 18
Others 11
Total 100

11% 16%

Professional
18%
Businessman
Employee
Student

34% Others

21%
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
 No. of investors
B
an
k
F
ix
ed
D

0
10
20
30
40
50
60
70
80
90
100

M ep
ut os
S u a it 57
ha l F
re u
s/ nd
E
49

qu
In
su i ty
87

R ra n
G eal ce
ov E
61

B t. st
on S a
ec te
ds u
54

/ D ri t
DATA ANALYSIS & INTERPRETATION

P e b ies
os en
26

ta
l S tur
ch e
7

em
P e
P
19

en .
si P.F
on
Investment instruments
10

Fu
Je nd
w
16

el
le
ry
O
78

th
INVESTMENT IN DIFFERENT INVESTMENT INSTRUMENTS

er
4
DATA ANALYSIS & INTERPRETATION
DO YOU INVEST IN STOCK MARKET?
Invest Do Not Invest Total
(Yes) (No)
87 13 100

13

Invest
Do Not Invest

87
DATA ANALYSIS & INTERPRETATION
HOW TO INVEST IN STOCKS
No. of Investors
IPO’s 26
Secondary
23
Market
Both 38

40 38

35
No. of investors

30 26
25 23

20

15

10

0
IPO’S Secondary Market Both
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

20

44 Safety of investment
High return
Speculation
11
Regular Income

25
DATA ANALYSIS & INTERPRETATION

2nd Rank

17 24
Safety of investment
High return
Speculation
19
Regular Income

40
DATA ANALYSIS & INTERPRETATION

3rd Rank

18
36
Safety of investment
High return
Speculation
24 Regular Income

22
DATA ANALYSIS & INTERPRETATION

4th Rank

14
27
11 Safety of investment
High return
Speculation
Regular Income

48
DATA ANALYSIS & INTERPRETATION
INVESTMENT INSTRUMENT IN WHICH PEOPLE WANT TO INVEST
Instruments No. of Investors
Equity 37
Derivatives 39
Commodity 43
Others 35

50
43
45 39
40 37
35
No. of investors

35
30
25
20
15
10
5
0
Equity Derivatives Commodity Others
Investment instruments
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

50 47
45
40 38
35
29
30
23
25
20
15 11
10 7
5
0
Lack of Fund Risk taking Regulatory Lack of Other
knowledge facilities ability constraints Guidance
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

Internet 15%

Business Magazines 19%

Business Newspapers 31%

Well-known stock broking house 23%

News Channels 43%

Advice from CA/Tax Consultant 14%

Broker's/Agent's Advice 56%

Advice from friends/colleagues 12%

Independently 41%

0% 10% 20% 30% 40% 50% 60%

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

Self-Experience 67

Seminars 29

Internet 26

Documentaries 21

Classroom Training 31

Literature 38

0 10 20 30 40 50 60 70 80
No. of re sponde nts
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.

5. Motilal Oswal should increase its promotional activities and it should make
aware people of Rajkot city about its product and services.
6. 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.
7. 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.
8. 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.