motilaloswal-090304081536-phpapp02

GUIDED BY: BY:

PRESENTED BY:

PROF. PROF. AABHA SHINGHVI SH INGHVI

KALARIY KALA RIYA A DHIREN DHIRE N

(INTERNAL) MR. CHINTESH PATEL (EXTERNAL)

ROLL NO. 27 DIV ± A

G.I.D.C. RAJJU SHROFF ROFEL INSTITUTE INSTIT UTE OF MANAGEMENT STUDIES, VAPI

CORE CO RE PU PURP RPOS OSE E To be a well ell resp espected and prefe eferred globa loball fina inancial ial services ices organiz aniza ation ion ena enabling wealt ealth h crea creati tion on for for all all our our cust custom omer ers. s.

VALUES Integrity

A company honoring commitment with highest ethical and business practices.

Teamwork

Attaining goals collectively and collaboratively.

Meritoc itocrracy

Performanc ance gets dif differentiat iated, ed, recogniz gnize ed and rewa ewarded in an apoli olitica ical

Passion & Attitude

High energy and self motivated with a ³Do It´ attitude and entrepreneurial spirit.

Excellence in Execution

Time bound results within the framework of the company ¶s value system.

CORE CO RE PU PURP RPOS OSE E To be a well ell resp espected and prefe eferred globa loball fina inancial ial services ices organiz aniza ation ion ena enabling wealt ealth h crea creati tion on for for all all our our cust custom omer ers. s.

VALUES Integrity

A company honoring commitment with highest ethical and business practices.

Teamwork

Attaining goals collectively and collaboratively.

Meritoc itocrracy

Performanc ance gets dif differentiat iated, ed, recogniz gnize ed and rewa ewarded in an apoli olitica ical

Passion & Attitude

High energy and self motivated with a ³Do It´ attitude and entrepreneurial spirit.

Excellence in Execution

Time bound results within the framework of the company ¶s value system.

ORGANISA ORGA NISATION TION STRUC STRUCTURE TURE

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: PMS: (a) Value PMS (b) Bull¶s Eye PMS Who is it for? Portfolio management service is well suited for high-net hi gh-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 Regular IPO

and advice on new issues.

updates on ongoing and forthcoming issues to investors.

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 portfolios Monthly 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: Daily Fundamental and Technical Research Solid 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 µKnowledge 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 - µKnowledge 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 evergrowing 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

Objects of the Issue

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

1.

IPO DETAILS

IPO Grading

ICRA Limited has assigned an IPO Grade 3 (pronounced µthree 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 Corporate office:

29/2, G.K. Manor, 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 delicensed 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

Plywood

Unit

2004-05

2005-06

2006-07

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-theart 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. 2. 3. 4. 5.

Plywoods Block Board and Flush Doors Particle Boards Decorative Laminates 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

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 

No.

BUSINESS INFORMATION BRANDS

Archidply ³premium segment´

Silvi ³middle segment ³

Pureply ³premium 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 Distributors Network

Dealers Network

States

City

No. of   Distributo r 

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

Region

BUS IN E S S IN FORMATION SELLIN G & D ISTRIBUTION

N ETWORK

Distributors Network

20

Dealers Network

21

North

8

150

North

East

East

South

South

West 12

108

72 256

West

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 Labour  Water  Electricity Pollution Control

Raw Material Cost

Particulars

(Rs. in lakhs)

For the half year ended For the year ended March 31, 2007 September 30, 2007

Total Income

6,602.63

10,062.88

Cost of Goods Sold

3,781.73

6,428.18

% of Raw Material Consumed to Total Income

57.28%

63.88%

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: 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 7

 Administrative staff 

20

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 Y/E

Profit and Loss A/c

MARCH

MAR-07

MAR-08

Income (Rs m)

 

Net Sales

900

1,359

Increase /(Decrease) in Inventory

59

-

Total Income

959

1,359

- Operating Ex 

penses

835

Operating Profit

123

258

+ Other income

8

11

- Depreciation

26

37

- Interest

40

70

- Tax

11

18

- Preli. Pre op. Ex PAT

p.

1 53

0 143

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 ³ARARENESS 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. 2. 3. 4.

To know the awareness of stock market. To know the investment habit/pattern of the people of Rajkot city. To know the purpose of investing in stock market. To know the influencing forces behind the decision making while trading in stock market. 5. To know constraints which are affecting investment in stock market 6. 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

35

100

31

30

   t   n   e 25    d   n   o   p 20   s   e   r 15    f   o  .   o 10    N

26 22

14 7

5 0 21 ± 30

31 ± 40

41 - 50 Age group

51 - 60

Above 61

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    t 25   n   e    d   n 20   o   p   s 15   e   r    f   o 10  .   o    N

27

26

24 22

5

1

0 UnderGraduate

Graduate

Pos t-

Professional

Graduate

Education Qualification

Illiterate

DATA ANALYSIS & INTERPRETATION OCCUPATION WISE DISTRIBUTION OF RESPONDENTS Occupation

No. of respondents

Professional

16

Businessman

34

Employee

21

Student

18

Others

11

Total

11%

100

16%

Professional

18%

Businessman Employee Student 34% 21%

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

  o    t   s   e   v   n    i    f   o  .   o    N

   D    F

   M

   F    E   S

   I

   E    R

  S

   D    P

  S

   F    P    F    P    P

Investment instruments

  O

DATA ANALYSIS & INTERPRETATION DO YOU INVEST IN STOCK MARKET? Invest (Yes)

87

Do Not Invest (No)

13

Total 100

13

Invest Do Not Invest

87

DATA ANALYSIS & INTERPRETATION HOW TO INVEST IN STOCKS No. of Investors

IPO¶s

26

Secondary Market

23

Both

38

38

40 35 30   o    t   s 25   e   v   n    i 20    f   o  . 15   o    N 10

26 23

5 0

IPO¶S

Secondary Market

Both

DATA ANALYSIS & INTERPRETATION FACTORS CONSIDERED IN INVESTMENT 1st

Rank

2 nd Rank

3 rd 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

3r 

36

S f t i S R

fi

r t r   c l ti l rI c

st

t

DATA ANALYSIS & INTERPRETATION

4th Rank

14

27

11

S

i i

S R 48

l i l

I

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   r

  v

40

39

37

35

35 30 25 20 15 10 5 0

Eq

y

D rv I v

v m

C mm r m

y

Oh r  

DATA ANALYSIS & INTERPRETATION THE CONSTRAINTS WHICH ARE AFFECTING THE INVESTMENT IN STOCK MARKET Constraints

50

Nos.

Lack of knowledge

47

Fund facilities

29

Risk taking ability

23

Regulatory constraints

11

Lack of Guidance

38

Other

07

47

45 38

40 35

29

30

23

25 20 15

11 7

10 5 0 Lack of  knowl

nd faci li i

i k taking Regulatory ab ili ty constraints Constraints

Lack of  Guidance

Other 

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 Consultant

14

from

CA/Tax

News Channels Well-known house

stock

43 broking 23

Business Newspapers

31

Business Magazines

19

Internet

15

DATA ANALYSIS & INTERPRETATION DECISION TAKEN BY INVESTORS WHILE INVESTING INTO STOCK MARKET

I B

15%

M

B

19%

N

31%

W

23%

A B

N

C

CA T

C

A

 A

43% 14%

A

56% 12%

I

41%

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

67

Self-Experience 29

Seminars

26

Internet 21

Documentaries

31

Classroom Training

38

Literature 0

10

20

30

40

50

No. of respondents

60

70

80

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 li terature 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.