Services provided by Angel Broking and special emphasis in Mutual fund

SYNOPSIS
Submitted in partial fulfillment of requirement of PGDM

PGDM- JIM
BATCH-2009-2011

Submitted To: Submitted By:

External Guide: Mr. Amit Mishra Name: Vineet Vijlani
Designation: WMS –Area Head (UP)
Angel Broking Ltd.

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 CONTENTS

Chapter 1 Introduction of the topic .………………………………….3

Chapter 2 Brief profile of the company………………………………4
Chapter 3 Research Methodology……………………………………5

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CHAPTER I: Services provided by Angel Broking and special
emphasis in Mutual fund.
Angel broking provides the following services to their customers:-
• Trading in Equity & Commodities
• Portfolio Management Services
• Mutual Funds
• Life Insurance
• IPO
• Depository Services
• Investment Advisory.
Special emphasis in Mutual fund:
Pan India presence: Company exploits the mutual fund portfolio from anywhere in
India by the help of its id and password which we got at a time of investment.

Online and Offline transaction facility: In online facility we can sale out our mutual
fund units in market without any kind of paper work by demat a/c like Shares and in
offline you don’t have to move out in any AMC’s for any purchase and redemption.

Schemes from all major fund houses: Company have tie up with all major funds
houses like ICICI Pru, Reliance etc. which provide the better option for investments.

Latest mutual fund news and fund manager views: Company provides information
of latest MF news and fund manager views to the customer via sms, mail.

Information and tools to help you select the right scheme: We have some tools like
E-chopra, Angel Market Watch & Financial Calculator etc which help to customers
in proper calibration of growth, valuation and the related risks.

24x7 Web-enabled Client Back Office: We have help desk links on our sites for
immediate response on customer’s queries. We provide our clients an ID &
password to check out their updated portfolio at any point of time.

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CHAPTER II

History - Angel Broking's tryst with excellence in customer relations began in 1987.
Today, Angel has emerged as one of the most respected Stock-Broking and Wealth
Management Companies in India. With its unique retail-focused stock trading business
model, Angel is committed to providing ‘Real Value for Money’ to all its clients.

Profile - The Angel Group is a member of the Bombay Stock Exchange (BSE), National
Stock Exchange (NSE) and the two leading Commodity Exchanges in the country: NCDEX &
MCX. Angel is also registered as a Depository Participant with CDSL.

Angelgroups-
Angel Broking Ltd.

Angel Commodities Broking Ltd.

Angel Securities Ltd.

Product & services -

1. Online Trading in Shares, Debentures, Bonds-NSE & BSE

2. Online trading in Commodities – NCDEX , MCX & MCXSX
3. Online IPO bidding & Mutual Fund Services
4. Depository Services – NSDL & CDSL
5. Internet Trading in all segments
6. Wealth management service
7. Portfolio management services.

Competitors-

1. Stock Holding Corporation of India Ltd.(SHCIL)

2. Indiabulls
3. SPFL Securities Ltd.

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CHAPTER III
Sample -
Trading in Equity & Commodities
Portfolio Management Services
Mutual Funds & IPO
Investment Advisory.
Sample method- Angel is registered as a Depository Participant with CDSL. We are
also a member of the BSE,NSE and the two leading Commodity Exchanges in the
country–NCDEX & MCX. Investing in shares or stock market is inarguably the best
route to long-term wealth accumulation.
Objective of research- Angelbroking is a platform where we can learn about the
market and all the financial products.
Research method: Primary data collection technique- Few documents provide
by the company.
Secondary data collection technique- Through internet include companies websiteI
i.e. www.angelbroking.com, www.angelmf.com, www.angelsecurities.in.
Analysis technique- Performance of Angelbroking is best from last five year as
shown in the figure1.1

Fig.1.1
Chapterization-
1.Introduction to topic.
2.Company profile.
3.Research methodlogy.

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4.Analysis of result and findinds.
5.Recommendations and suggestions.