HEDGE EQUITIES LTD.

KOCHI

A SUMMER INTERN REPORT

Submitted by

R YADHU KRISHNA

Roll No
SNG20MBA31

in partial fulfilment of Summer Internship for the award of the degree

of

MASTER OF BUSINESS ADMINISTRATION

APJ Abdul Kalam Technological University

SREE NARAYANA GURUKULAM COLLEGE OF ENGINEERING

ERNAKULAM
JANUARY 2022
 DECLARATION

The Report of Internship at “Hedge equities Ltd”, is submitted to the Department of MBA Sree
Narayana gurukulam college of engineering, in partial fulfilment of the requirements for the award
of Degree of Master of Business Administration and is a bona fide record of the work done by me.
This submission represents my ideas in my own words. Wherever ideas or words of others have
been included, I have adequately and accurately cited and referenced the original sources. I also
declare that I have adhered to the ethics of academic honesty and integrity, and have not
misrepresented or fabricated any data or ideas or facts or sources in my submission. I understand
that any violation of the above will be a cause for disciplinary action by the College and can also
evoke penal action from the sources which have thus not been properly cited or from whom proper
permission has not been obtained. The contents of this Report, in full or in parts, have not been
submitted to any other Institute or University for the award of any Degree or Diploma.

R YADHU KRISHNA
 DEPARTMENT OF MANAGEMENT STUDIES
SREE NARAYANA GURUKULAM COLLEGE OF ENGINEERING

2020-22

CERTIFICATE

This is to certify that this organization study report is a bonafide report of internship study carried
out at “HEDGE EQUITIES LTD” by R YADHU KRISHNA in partial fulfilment of the
requirements of for the award of the degree of MASTER OF BUSINESS ADMINISTRATION
(MBA) programme of KTU university under our supervision and guidance and no part of this project
report has been submitted earlier for the award of any degree or disciplines.

KADAYIRIPPU,

DATE:

Head of the Department Asst.prof. Sangama P.S

Faculty guide

Department of management studies Department of management studies

 ACKNOWLEDGEMENT
Firstly, I thank Mrs. Blesson George for the inspiring guidance and supervision throughout this
internship. Her insistent attitude and timely help led to the successful completion of this internship.
I sincerely thank Hedge Equities for giving me an opportunity to explore the practical world and to
enhance my knowledge and skills.

I take this opportunity to thank Mrs. Sangama P.S, my guide at Sree Narayana gurukulam college
of engineering for her valuable guidance, unbounded support and cooperation.

I acknowledge my deep sense of gratitude to Mrs. Milna Susan Joseph, Head of the Department
of Business Administration, for all her support during the course of this internship period.

I also thank all the staff members, who helped me directly or indirectly and my friends for their
great help and support. I thank my family who gave me constant support in achieving this goal.

R YADHU KRISHNA
 TABLE OF CONTENT

SL.NO CONTENT PAGE NO

1 Introduction 1

2 Organizational 10
Analysis

3 Positioning of Intern 23
and His role

4 Weekly Report 25

5 Suggestion and 33
Conclusion
 LIST OF TABLES

SL.NO CONTENT PAGE NO

32
1 Weekly Report 1

33
2 Weekly Report 2

34
3 Weekly Report 3

35
4 Weekly Report 4

36
5 Weekly Report 5

37
6 Weekly Report 6
 LIST OF FIGURES

SL.NO CONTENT PAGE NO

15
1 Organizational Structure

2 Finance department 16

3 Marketing department 17

4 Systems department & 18

Human resource
department
 1

CHAPTER 1

INTRODUCTION
 2

INTRODUCTION
As a part of MBA curriculum in Abdul Kalam Technology University (Trivandrum, Kerala) I
need to do an internship in order to prepare an internship report. The main aim of internship is to
gain an organizational familiarization and in-d ep th knowledge of the functioning of various
departments. For this I selected a company named Hedge Equities Ltd.

Hedge equities is one of the leading financial services companies in India, specialized in offering
a wide range of financial products, tailor made to suit individual needs. As a first step to make
their presence Global, Hedge equities have initiated operations in Middle East to cater to the
vast Non-Resident Indian (NRI) population in that region. Ever since their inception, they
have spanned their presence all over India through their Meticulous Research, High brand
awareness, Intellectual Management and Extensive Industry knowledge. Hedge believes
in creating a new breed of investors who take judicious decisions through them.

DUTIES AND RESPONSIBILITIES ASSIGNED TO THE INTERN

As an intern I was able to demonstrate the highest level of professionalism, which include
punctuality, team work, good dressing as per standards of the organization and the work being
performed, to respect the standards of the organization and follow the rules and guidelines of the
organization, thereafter to complete and submit the assigned tasks and duties.
● To do a brief study about the organization.
● Understanding the functioning of organization
● Submit the assigned tasks
● Submit daily report to the assigned mentor
● Collect details of colleges in Alappuzha district in order to conduct a webinar.
● Collect details of higher secondary in Alappuzha district in order to conduct a webinar.
● Collect details of colleges in Ernakulam district in order to conduct a webinar.
● Contact respective faculties of schools and colleges for conducting webinar
● Enrolment of candidates in companies job portal
● Preparation of market dynamics on daily basis
● Conduct fundamental analysis of public sector banks
● Analyzing the stock market on a daily basis.

.
 3

DEPARTMENT ALLOTTED DETAILS OF REPORTING MANAGER

FINANCE DEPARTMENT
REPORTING TO: BLESSON GEORGE
DESIGNATION: RESEARCH ANALYST

BRIEF DETAILING ABOUT THE WHOLE INTERNSHIP

The internship was done on the topic Fundamental analysis of public sector which is an integral
part in taking decisions on buying and selling of shares. I learned a lot of knowledge about the stock
market and the various factors affecting the stock exchange.
 4

OBJECTIVES OF INTERNSHIP

 To understand how the business concept and theory are applied in real world setting

 To familiarize the work environment and the specific functions carried out by various
departments of the organization

 To understand the role in the organization with respect to duties and responsibilities
 5

INDUSTRIAL ANALYSIS
The Indian retail brokerage industry consists of companies that act as agents for buying and selling
of securities (e.g., stocks, shares, and similar financial instruments) on a commission or transaction
fee basis. It has two main interdependent segments: Primary market and the Secondary market. Now
this market is extended to fields like currency, commodity, mutual fund, insurance etc.
The Indian equity brokerage industry thrived on the back of equity markets' sustained Bull
Run during 2003-07. Although highly competitive pressure meant continuous compression of
brokerage commissions and low electronic penetration kept operating costs high, industry revenue
was growing. Furthermore, the industry attracted domestic and foreign investment interest at high
valuations. During this time, many of the key players started expanding their portfolio of services to
include wealth management and advisory services, sale of insurance and mutual fund products,
consumer financing and so on.
However, post-2008, the economic downturn - muted trading turnover, relentless
competitive pressure and decreasing margins, continued high operating costs and high margin
requirements - had put the industry under pressure. Profitability is muted and the major players are
under pressure to build scale. Expansion of scale and investments into technological systems has the
potential to lead the top brokerage firms into paths of higher growth, but the current economic
climate is clearly against heavy investments.
The basic function of a brokerage firm is to execute buy and sell orders for clients.
Traditionally these firms have offered the investigation of the quality and the possibilities of
investing in a variety of investment products. It is still accustomed for brokerage firms to offer
information about possible investments free of charge. This activity of bringing free of charge stock
investment reports is one of the main tools that are utilized by brokerage houses to compete against
other firms and to investors it continues to be an important service.
Features: -
A large share of the brokerage firms has moved to an online format. The added convenience and
personal attention paid to the small investor has resulted in a large influx of activity. In addition, the
fact that the online resources offer up-to-the-minute pricing and immediate trade make their format
appealing to the modern user. Discounted commissions have lessened the price of trades, giving
access to a wider swath of people and adding liquidity to the market. The role of the stock
brokerage firm is ever-changing and proves to be a boon to the future of the financial industry.
 6

Market Size & Characteristics:

The Indian retail brokerage market is showing phenomenal growth. Some of the main
characteristics of the brokerage industry include growth in e-broking; growing derivatives market,
decline in brokerage fee etc. Today, as per NSDL statistics, we have only 2.4 million investors with
Demat accounts in the country. Considering various investor combinations that are holding
accounts, we can presume the country has roughly 5-7.5 lakh active investors now. This figure is
unbelievably small compared to the potential number of investors, which is anything between 200
million and 250 million. When we take into consideration the way transaction risk and cost in the
Indian capital market is coming down, there will be a massive surge in the number of investors and
also in volumes. The only way to manage this kind of potential growth is to adopt state-of-the art
trading techniques
The growth of Internet-based trading as a mass trading technique in the country is
unstoppable, going by the indicators available and the signals for the future.
 7

Major Stock Brokers in India

HEDGE EQUITIES LTD

Hedge Equities is one of the leading Financial Services Company in India, specialized in offering a
wide range of financial products, tailor made to suit individual needs. As a first step to make their
presence Global, Hedge Equities have initiated operations in Middle East to cater to the vast Non-
Resident Indian (NRI) population in that region. Ever since their inception, they have spanned their
presence all over India through their Meticulous Research, High Brand Awareness, and Intellectual
Management and Extensive Industry knowledge. At Hedge they believe in creating a new breed of
Investors who take judicious decisions through them. Hedge equities ltd. is one of the leading retail
stock broking houses which is running successfully in the country.

GEOJIT BNP PARIBAS

Geojit BNP Paribas today is a leading retail financial services company in India with a
growing presence in the Middle East. The company rides on its rich experience in the capital market
to offer its clients a wide portfolio of savings and investment solutions. The gamut of value-added
products and services offered ranges from equities and derivatives to mutual funds., Life & General
insurance and third party fixed deposits. The need of over 5, 76,000 clients are met via multichannel
services – a country wide network of over 540 offices, phone service, dedicated customer care
centre and internet.
Geojit BNP Paribas has membership in National Stock Exchange (NSE) and the Bombay
Stock Exchange (BSE). In 2007, global ranking major BNP Paribas joined the company’s other
major shareholders- Mr. C.J. George, KSIDC (Kerala State Industrial Development Corporation)
and Mr. Rakesh Junjunwala- when it took a stake to become the single largest shareholder.
At the forefront of the many fruitful associations between Geojit BNP Paribas and BNP
 8

Paribas in their joint venture namely, BNP Paribas Securities India Private Limited. This joint
venture was created exclusively for domestic and foreign institutional clients. An industry first was
achieved when Geojit BNP Paribas became the first broker in India to offer full Direct Market
Access (DMA) on NSE to JV’s institutional clients.
MUTHOOT SECURITIES

The Muthoot group has emerged as one of the India’s largest financial groups of its kind
with business interest in 17 diverse fields, a network of over 2000 branches nationwide and serving
750 million customers across the country. The Muthoot group with more than 16000 employers
representing almost every cutler and state in the country shall continue to provide supreme quality
of service and earn the trust of millions of people with its constant innovation and dynamism in the
times to come.
SHARE WEALTH

Share wealth Securities Ltd is the first corporate member of National Stock Exchange of India
Ltd, Bombay Stock Exchange India Ltd and MCX Stock Exchange from Thrissur, the cultural
capital of Kerala. It is also depository participant with CDSL (Central Depository Services India
Ltd). This security has two group companies:
 Share wealth commodities Pvt Ltd.

 Share wealth Financial Services Ltd.

MOTILAL OSWAL

MotilalOswal Securities Ltd (MOSL) was founded in 1987 as a small sub-broking unit, with
just two people running the show. Focus on customer first attitude, ethical and transparent business
practices, respect for professionalism. Research based value investing and implementation of
 9

innovative technology has enabled us to blossom into an over 1600-member team. Today they are a
well-diversified financial services firm offering a range of financial products and services such as
Wealth Management, broking & distribution. Commodity broking, portfolio management services,
institutional equities. Private equity, investment banking services and principal strategies.
ANANDRATHI

Anand Rathi is a leading full-service investment bank founded in 1994 offering a wide range
of financial services and wealth management solutions to institutions, corporations, high net worth
individuals and families. The firm has rapidly expanded its footprint to over 350 locations across
India with international presence in Hong Kong, Dubai & London.
ANGEL BROKING

Angel broking’s tryst with excellence in customer relation began in 1987. Today, angel has
emerged as one of the most respected Stock broking and wealth management companies in India.
With the unique retail focused stock trading business model, angel is committed to providing Real
value for money to all its clients.
 10

CHAPTER 2
ORGANIZATIONAL ANALYSIS
 11
Organizational structure

Hedge Equities Pvt. Ltd. is one of the leading retail stock broking houses which is running
successfully in the country. Hedge offers its customers a wide range of equity related services
including trade execution on BSE, NSE, Derivatives, Depository services, online trading,
investment advice etc. The firm has an online trading and investment site-www.hedgeequities.com.
The site gives access to superior content and transaction facility to retail customers across the
country. It simplifies process of investing in stocks.
Hedge Equities incorporated under the Companies Act 1956 as Hedge Equities Private Limited on
17th December 2007 with registered office at 1205, Dalamal Tower, Narimans Point. Later the
company is converted into public limited company on 17th February, 2009.
Team Hedge is a balanced mix of more than a decade experience cutting across various industries
with a strong background in the financial markets. The Founder Director of the HEDGE GROUP is
Mr. Alex K Babu who was assisted by the initial promoters and Mr. Vinay Sasidaran (CEO) .
HEDGE EQUITIES has around 19 branches & 20 franchises which are spread across 2 states in
India (Kerala, Maharashtra).
SEBI Registration Number:
● BSE: INB011295434
● NSE: INB/INF231295438
 12
About Hedge Equities

Hedge Equities is one of the leading Financial Services Company in India, specialized in
offering a wide range of financial products, tailor made to suit individual needs. As a first
step to make our presence Global, Hedge Equities have initiated operations in Middle
East to cater to the vast Non- R e s i d e n t Indian (NRI) population in that region. Ever
since their inception, they have spanned their presence all over India through their Meticulous
Research, High Brand Awareness, and Intellectual Management and Extensive Industry
Knowledge. Hedge believes in creating a new breed of Investors who take judicious
decisions through them.

Team Hedge Equities is a balanced mix of more than 25 years of cutting-edge experience
cutting across various industries with a strong background in the financial market. The
Board comprises of veterans from six power houses in their respective fields: FedEx
Securities, Baby Marine Exports, Thakker Developers, Smart Financial SM Hegde (CFO,
Videocon Industries), and Padma Shree Mohan Lal.

FedEx securities

Managed by a team of ex - bankers FedEx is a SEBI registered category merchant banker.

The company concentrates on non-fund-based activities like structuring, tie up of project
financing, financial restructuring, investment banking, corporate and advisory services. The core
management team consists of bankers with rich experience of decades and exposure to
volatile situations in commercial and investment banking. With offices at Nariman point and
Vile Pane East, Mumbai, state of the art infrastructure and qualified manpower to conduct the
business, FedEx securities envisages a phenomenal growth in this sector for its clients.

Baby Marine Exports

Baby Marine Group, started its operation in 1977 from Kozhikode and through
innovations and hard work has grown into three unit and related industries spanning both
the west and east coast of Indian. Baby Marine Exports, B.M Products and Baby Marine
(Eastern) Exports are efficiently aided by pre-processing units, ice factories and a fleet of
 13
insulated and refrigerated trucks for sea food transportation. Due to constant upgrading of
machinery, state – of – the – art infrastructural facilities, better links with raw materials
suppliers, and an established network of purchasers have obviously made Baby Marine
Group a leading exporter of processed marine products to various international markets.

Smart financial

Smart financial entered the financial market only in 1992 but over this brief span
Has covered a niche for itself by becoming the leading financial provider. The company
offer guidance to investors as equities, commodities, mutual fund's portfolio management
services and insurance. It offers complete range of financial solutions that encompasses
every sphere of life.

Thakker group
Starting off as a land developer and builder in 1962, Thakkar’s Groups diversified
into commercial production of agricultural and horticultural products, housing real estate
marketing plantation etc. They have provided shelter to more than 40000 families by
offering residential plots and premises. Thakker developers is the flagship company of
the group. It was established as private limited in 1987 and later went on to become the
only public limited company in North Maharashtra engaged in housing, commercial
construction and land development. The company is also a Class 1 contractor registered
with the Public Work Department, Govt. of Maharashtra.

SM Hedge

Mr. S.M Hedge, a chartered accountant by profession is the Chief Finance Officer of the
Indian Multinational Videocon International and has been at the helm of affairs for the
last 20 year.

Padmashree Bharat Mohanlal

Mohanlal, the south Indian movie superstar has become a legend, a brand and cultural
Ambassador owing to various factors. Versatility and natural flair for donning complex
characters have won him numerous accolades not to speak of some unforgettable films
 14
contributed by him. A multifaceted personality, he has some business ventures also which
include Vismaya Max Film Post Production Studio, College for Dubbing Artists at the
Kinfra film and Video Park Thiruvananthapuram. He is also the director of Unit
Royal Marine Exports; a Kozhikode based major Seafood Export Company.

Intellectual and knowledge arbitrage is the mantra of modern- d a y business. The same
holds true for the financial markets. With the breadth and depth of knowledge of modern
day business that the Board of Hedge brings to the table, you can be rest assured that
some of the best minds in the business are taking care of your investments.
 15
ORGANISATIONAL STRUCTURE

Director: ALEX K BABU

COO-SHAJAN K.S CEO- Vinay Sasidharan Marketing- Swaroop Cooperate Research and
Daniel Joy Sarath Communication- advisory –
Chandran P Shyam Anusree Das E T Krishnan
Mohan Thampi K

Branch- 19

Accounts- WMS- Hareesh M V

Sajin Francis (CFO) Suraj
Ramachandran (CFO)
BDO- Justin Varkey

DP/KYC – Kesav Das KP

IT- Shyju P P

RMS-
RMS- Krishna
Krishna Chandran
Chandran
SV HumanResource-BobbyMichael

Administration- Bobby Michael

Despatch- Bobby Michael

Compliance- Sini Ralph Anju Thomas

Nanditha T

Good to Great (Customer Care)-

Sangeeth C Cherian
 16
FUNCTIONAL DEPARTMENT

Client Relation Department

The client relation department assists the client or customer top open an account in
HEDGE EQUITIES Ltd securities. This department is also known as the front office. A
client has to open two types of accounts to trade and own securities in the NSE & BSE.

FINANCE DEPARTMENT

SVP/AVP

Senior manager

Manager

Associate/Admin

Finance department is mainly handled by

Sajin Francis – CFO

Suraj Ramachandran - CFO

 17
MARKETING DEPARTMENT

National head

Branch manager

Assistant branch
manager

Marketing
executive

Marketing department is mainly handled by

Swaroop Daniel Joy

Sarath Chandran P

Shyam Mohan
 18
SYSTEMS DEPARTMENT

Manager

Associate/Admin

IT department is mainly handled by Shyju P.P

HUMAN RESOURCES DEPARTMENT

SVP/AVP

Senior manager

Manager

Associate/Admin

HR department is mainly handled by Bobby Michael

Human Resource is often considered as the back bone of an organization even in this age
of advanced automation and mechanization. Since virtual organizations are not very
much popular in our part of the world, it is very important to any organization to have a
HR department. The presence of an excellent HR department increases the efficiency of
an organization considerably. Human resource management is defined as asset of
 19
practices, policies and programmes designed to maximize both the personal and
organizational goals.

TRADING DEPARTMENT

The department deals with the trading related activities of the company. The trading
refers to the buying and selling of shares. This department is the most important part of
the organization. There are two types of trading. They are

a. Online Trading:

These are the trading terminal of the organization. Each computer of the department is
termed as the trading terminal. Each terminal is assigned with NCFM certified
dealers who are in charge of each portal will do the trade according to the client request.
The terminal is managed by either NEAT (National Exchange for Automated Trading)
software or ODIN (Open Dealers Integrated Network) software. The client can also place
his through written request or through the telephone, in this the order will be placed by the
dealer.

b. Internet Trading:

The internet trading is a facility provides by the company in order to trade the securities
from his convenient place like his office, home etc. the order will be placed by the client
itself, and he can make changes before the trade is done for changing the price,
cancellation of order.
 20

DELIVERY AND DEPOSITORY DEPARTMENT

Delivery refers to the share that bought on particular day are not sold on that day itself
and holding of the share for an appreciation in the value of the security and to trade it on
a future date. Deliver Instruction Slip: it is a slip the client should fill and gave to the
dealer regarding the purchase of the share.

There are two procedures to move the share namely

a. Power of attorney

This is which the client signs at the time of opening a trading account and depository
Participant account. If the client has given the power of attorney, HEDGE EQUITIES (P)
LTD will have the power to transact the clients stock without pay - in slips.

b. Easiest

It is secured internet enabled service which means Electronic Access to Securities

Information and Execution of Secured Transaction. This is facility wherein the clients can
give delivery instructions via internet. Easiest is a facility provided by CDSL.

The activities related with the depository department

● Depository function

● Dematerialization

● Pledging

● Equity Research department

 21
The function of the department is to study the details regarding the share or securities and
to make prediction regarding the future performance of the company. The following
types of approaches done through this department:
● Fundamental analysis

● Technical analysis
 22

MISSION&VISION

MISSION

"To create an ethical and sustainable financial services platform for our customers and
partner them to build business, to provide employees with meaningful work, self -
development and progression, and to achieve a consistent and competitive growth in
profit and earnings for our shareholders and staff".

VISION

"Ever since its inception, Hedge Equities has been a household name among the masses
owing our success to timely Professional financial assistance to our clients. This aptly
articulates our vision of 'Evolving into a financial supermarket which will be a one stop
shop for all financial solutions".

.
 23
PRODUCT AND SERVICES OF HEDGE EQUITIES

1. Equity Trading

Equity gives you the opportunity to have a partnership with all the leading Business
tycoons around the globe. Total capital contribution for a company comprises of
investments through equity share holdings by small and big investors. The investors who
have a stake in a company are referred to as shareholders.

Power of Equity shareholders lies in the optimum selection of the industry have a strong
belief in the Company's fundamentals and also having a confidence in the profit-making
capability of the company.

Equity Market at present, is a rewarding field for the investors and investing in Indian
stocks are profitable for not only the long and medium - term investors, but also the
position traders, short - term swing traders and also very short term intra - day traders.
Fundamentally, stock market is an avenue for business people to meet shareholders.
Other than bank loans, they now have another option to finance their businesses. They did it
by offering their company's equities in exchange of shareholders cash. The company is
never required to repay the capital, but the new shareholders have a right to future profits
distributed by the company. For shareholders, they have alternatives to where they should
put their money into. In the same time, they get the opportunity to participate in capital
intensive businesses at an affordable price. Equity is an investment area which you can
capitalize on with proper assistance regardless of the market circumstances. Hedge
Equities opens the door to this highly lucrative investment opportunity that could
provide a feasible solution to all your financial queries.

2. Commodities Trading

Commodity " futures " are contracts to buy or sell certain goods at set prices at a
predetermined time in the future.

Futures trading plays a key role in the marketing of a number of important agricultural
and non – agricultural commodities as it provides the industrial and farming communities
 24
with a transparent price discovery platform, which also enables them to hedge their price
risk and price volatility. The growth of Indian commodities futures trading towards an
efficient, transparent and well - organized market has thrown open a window of benefits and
opportunities to Indian producers and traders. Besides the primary benefits of its twin economic
functions of price discovery and price risk management, commodity futures
trading has also played an instrumental role in integrating various fragmented components
of the commodity ecosystem, thus developing the overall infrastructure of agricultural
commodities marketing in the country.

At present, 24 commodity futures exchanges are operational in India, which include 21

Regional bourses and the three national - level players, with another three proposed
exchanges on the cards. With the state - of the - art technology - powered secure and efficient
operational infrastructure, these national exchanges arc creating a near - perfect market
situation with a much wider participation from the ecosystem stakeholders in a large
number of domestic and global commodities during local and international timings.

While the trade in non - agricultural commodities, especially bullion and crude, has increased
in the past two financial years, the same in agricultural commodities has declined. The share
of agricultural commodities almost halved during 2008-09. Due to the continued ban on several
commodities. The clients can trade in commodity futures like gold, silver, crude oil, rubber etc.
And take advantage of the extended trading hours (10 am to 11 pm) in commodities trading.

3. Currency Trading

Investments in Currency Derivatives can help you to diversify your portfolio from
traditional asset classes. Currency derivatives can be described as contracts between the
sellers and buyers, whose values are to be derived from the underlying assets, the
currency amounts. These are basically risk management tools in force and money
markets used for hedging risks and act as insurance against unforeseen and unpredictable
currency and interest rate movements. Any individual or corporate expecting to receive
or pay certain amounts in foreign currencies at future date can use these products to opt
for a fixed rate - at which the currencies can be exchanged now itself. Currency
derivative serve the purpose of financial risk management encompassing various market
 25
risks. An upfront premium is payable for buying a derivative’. Currency Futures will bring
in more transparency and efficiency in price discovery, eliminate counterparty credit risk,
provide access to all types of market participants, offer standardized products and provide
transparent trading platform.

4. Mutual Funds

A Mutual Fund is a trust that pools the savings of a number of investors who share a
common financial goal. The money thus collected is invested by the fund manager in
different types of securities depending upon the objective of the scheme. These could
range from shares to debentures to money market instruments. The income earned
through these investments and the capital appreciations realized by the scheme are shared
by its unit holder. Thus, a Mutual Fund is the most suitable investment for the common
man, as it offers an opportunity to invest in a diversified, professionally managed portfolio
at a relatively low cost.

Mutual fund is also called unit trust or open- e n d e d trust a company that invests the
funds of its clients in diversified securities and in turn represent those holdings. They make
continuous offering of new shares at NAV (Net Asset Value) determined daily by the
market values of the securities they hold. In Hedge Equities the clients can select from a
wide range of Mutual Funds and Bonds available in the markets today.

5. Online trading

Hedge Equities has a large network of branches with online terminals of NSE and BSE in
the capital market and derivative segments. The clients are assured of prompt order
execution through dedicated phones and expert dealers at our offices.

6. Internet trading

Hedge Equities offers Internet trading through this site. You can trade through the
Internet from the comforts of your office or home, anywhere in the world. The dedicated
IT systems ensure service up time and speed, making Internet broking through Hedge -
Equities hassle free. Using the 'easiest' facility provided by NSDL, the clients can transfer
 26
the shares sold by them online without delivery instruction slips. Additionally, digitally
signed contract notes can be sent to clients through E-mail.

7. Depository services

Hedge Equities is a member of the National Securities Depository Limited (NSDL), offer
depository services with minimum Annual Maintenance Charges and transaction charges.
Account holders can view their holding position through the Internet. They also offer the
‘easiest’ facility provided by NSDL (electronic access to securities information and
execution of secured transaction) through which clients can give delivery instructions via
the Internet.

8. Derivative trading
Hedge offer trading in the futures and options segment of the National Stock Exchange (NSE).
Through the present derivative trading an investor can take a short - term view on the
market for up to a three months' perspective by paying a small margin on the futures
segment and a small premium in the options segment. In the case of options, if the trade
goes in the opposite direction the maximum loss will be limited to the premium paid.

9. Knowledge Centre

Knowledge Centre activities are intended to provide systematic and structured services
mainly to new investors and also to young aspirant aiming for a career in financial
markets. The centre has three functional areas: the Publication Division, the Training
Centre, and Wealth Management Advisory Service which provides complete investment
solutions to investors through knowledge based personalized service.

10. Equity Research

Hedge Equities constantly strive to deliver insightful research to enable pro - active
Investment decisions. The research department is broadly divided into two divisions
Fundamental Analysis Group (FAG) and Technical Analysis Group (TAG) . The
Fundamental analysts are continuously scanning the entire economy for discovering what
they call the "hidden gems" in stock market terminology and present it to the clients for
 27
profitable investments. Timing the market has always been the most difficult task for all
analysts and their Technical Analysis Group has emerged to predict the market
movements well in advance using complex Analytical methods including Eliot Wave
Theory. They are equipped with cutting - edge technologies for technical charting which
assist the technical analysts to predict both upside and downside movements efficiently
for the benefit of clients.

11. Portfolio Management Service

Hedge Equities is a SEBI - approved portfolio manager offering discretionary and non –
discretionary schemes to its clients. Hedge Equities ‘portfolio management’ team keeps track
of the markets on a daily basis and is exposed to a lot of information and analytic
tools which an investor would not normally have access to. Other technicalities
pertaining to shares like dividends, rights, bonus, buy - back, mergers and acquisitions are also
taken care of by them.
 28

SWOT ANALYSIS OF HEDGE EQUITIES

STRENGTH

● Prime leader in Kerala with a wide client base and advanced infrastructure

● Full service financial services provider with over 150 service outlets and a satisfied client of over
3000

● Has a monthly financial magazine ‘Ohari’ which is the first of its kind in Malayalam catering
specifically to the needs of investors

WEAKNESS

● Low publicity causes lack of awareness among investors

● Organization take time to break into the market and gain acceptance from corporate clients

OPPURTUNITIES

● Increase in the number of investors

● Low operating cost and focused product presence

● Positive outlook of people towards stock market

THREATS

● Strict policies taken by the government and RBI

● Entry of online brokers in Indian market

 29

CHAPTER 3
POSTIONING OF THE INTERN AND HIS ROLE
 30

ROLES, DUTIES AND RESPONSIBILITIES

● To do a brief study about the organization.

● Understanding the functioning of organization
● Submit the assigned tasks
● Submit daily report to the assigned mentor
● Collect details of colleges in Alappuzha district in order to conduct a webinar.
● Collect details of higher secondary in Alappuzha district in order to conduct a webinar.
● Collect details of colleges in Ernakulam district in order to conduct a webinar.
● Contact respective faculties of schools and colleges for conducting webinar
● Enrolment of candidates in companies job portal
● Preparation of market dynamics on daily basis
● Conduct fundamental analysis of public sector banks
● Analyzing the stock market on a daily basis.
 31

CHAPTER 4
WEEKLY ACTIVITY REPORT
 32

Day & Date Time Tasks Tasks Observations

assigned completed
15/12/2021 9.30- Orientati Structure Got an idea
4.00 on of of
organisatio internship
n& and met
introductio key staffs
n to staff
16/12/2021 9.30- Orientati Role in the Got a clear
4.00 on organisatio view
n &duties regarding
the role &
duties
17/12/2021 9.30- Orientati Mutual Got a wide
4.00 on funds and view
its benefits regarding
mutual
funds
18/12/2021 9.30- Orientati Insurance Got an
4.00 on and its abstract
importance regarding
various
insurances
19/12/2021 Holid
ay
 33

Day & Date Time Tasks Tasks Observations

assigned completed
20/12/2021 9.30- Orientatio Basics of Got a clear
4.00 n fundamen idea
tal regarding
analysis fundamenta
l analysis
21/12/2021 9.30- Collect Collected Got a clear
4.00 details of details of picture of
colleges 12 the
in colleges colleges
Alappuzh
a for
conductin
ga
webinar
22/12/2021
Day & Date
9.30- Collect Collected Got a clear
Time Tasks Tasks Observations
4.00 details
assigned of details of
complete picture of
colleges d10 the
in colleges colleges
27/12/2021 9.30- Market Comple Received
Ernakula
4.00 dynamics ted the knowledge
m for
preparation preparat regarding the
conductin
ion with stock market
ga
the
webinar
proper
23/12/2021 9.30- Collect Collected
analysis Got a clear
4.00 details of details of picture of
28/12/2021 9.30- SWOT Comple Got a clear
higher 10 the schools
4.00 analysis of ted the idea about
secondary schools
banking analysis banking
schools in
industry industry
Alappuzh
29/12/2021 9.30- Product
a for Prepare Gained
4.00 notes
conductin da proper
preparation
ga detailed knowledge
webinar report regarding the
products
24/12/2021 Duty
30/12/2021 9.30-
off Macro- Analyse Understanded
4.00 economic d the the economic
25/12/2021 Holid
analysis econom condition of
ay
ic nation
26/12/2021 Holid conditio
ay n of
nation
31/12/2021 9.30- GDP Analyse Got a wide
4.00 Analysis d last 3 view
years regarding
GDP GDP Of the
nation
01/01/2022 Holi
day
02/01/2022 Holi
day
 34

Day & Date Time Tasks Tasks Observations

assigned completed
03/01/2022 9.30- Analyse the Identifie Got a clear
4.00 factors of d the view
inflation factors towards the
causing cause of
inflation inflation
04/01/2022 9.30- Comparison Identifie Got a clear
4.00 of inflation d the knowledge
rates of rates and regarding
different compare the inflation
countries d rate
comparison
05/01/2022 9.30- Contact the Contacte Most of the
4.00 respective d 10 faculties
faculties of faculties were
colleges in interested in
order to webinar
conduct
webinar
06/01/2022 9.30- Contact the Contacte Most of the
4.00 respective d 12 faculties
faculties of faculties were
colleges in interested in
order to webinar
conduct
webinar
07/01/2022 9.30- Contact the Contacte Most of the
4.00 respective d 10 faculties
faculties of faculties were
schools in interested in
order to webinar
conduct
webinar
08/01/2022 9.30- Contact the Contacte Most of the
4.00 respective d faculties
faculties of 11faculti were
schools in es interested in
order to webinar
conduct
webinar
09/01/2022 Holi
day
 35

Day & Date Time Tasks Tasks Observations

assigned completed
10/01/2022 9.30- Comparison Compare Got an idea
4.00 of BOP of d and about
different prepared different
nations report nations BOP
11/01/2022 9.30- Comparison Identifie Got a clear
4.00 of inflation d the knowledge
rates of rates and regarding
different compare the inflation
countries d rate
comparison
12/01/2022 9.30- Enrolment Enrolled Most of the
4.00 of 8 candidates
candidates candidat were
in es interested
company’s
job portal
13/01/2022 9.30- Enrolment Enrolled Most of the
4.00 of 10 candidates
candidates Candidat were
in es interested
company’s
job portal
14/01/2022 9.30- Prepare a Identifie Factors
4.00 report on d the causing
crude oil crude oil crude oil
price price price
increase increasin changes care
g factors observed
15/01/2022 9.30- Prepare a Identifie Observed
4.00 report on d the the
macro- macroec macroecono
economic onomic mic factors
factors in factors
the nation
16/01/2022 Holid
ay
 36

Day & Date Time Tasks Tasks Observatio

assigned complete ns
d
17/01/2022 9.30- Industrial Identifie Analysed
4.00 analysis d the the merits
of canara factors and
bank demerits
of canara
bank
18/01/2022 9.30- Qualitativ Identifie Got a
4.00 e analysis d the clear view
of canara factors about
bank canara
bank
19/01/2022 9.30- Quantitati Identifie Got a
4.00 ve d the clear view
analysis values about
of canara financial
bank performa
nce of
canara
bank
20/01/2022 9.30- Valuation Prepared Got a
4.00 of canara the clear idea
bank predicte about the
d final final
accounts accounts
 37

CONTRIBUTION OF INTERN TO ORGANISATION

 Analyzed the stock market on daily basis

 Provided a view to colleges and schools regarding the webinar that the company planned

 Contacted respective faculties in schools and colleges in order to conduct webinar

 Registered candidates in company’s job portal

KNOWLEDGE GAINED FROM INTERNSHIP

 Had a basic knowledge regarding mutual funds

 Came to know about different stock exchanges in the word
 Had a basic view regarding stock market
 Gained good communication skill
 Gained good writing skill
 CHAPTER 5
SUGGESTIONS AND CONCLUSIONS
 39

Suggestions

• Improve internal communication

• Increase promotional activities to compete in the market
• Implement strategies to control attrition rate
• Give awareness regarding ethical market practices

Conclusion
The objective of the internship was to gain practical knowledge on the overall functioning of
the Organization and its various departments during the study a lot of practical knowledge have
been gained about the financial service industry. This internship proved to be helpful in gaining
idea about the various activities undergone in a real-life business situation also, it helped me to
gain more information about the present condition prevailing in the financial service industry
and their strategies that will prove beneficial for me in future ventures

This report gives an insight about the company and its various functions the objective of the
company and how the company tries to achieve these objectives it was a great experience to
do my internship in an organization like Hedge equities ltd.

REFERENCE

www.hedgeequities.com

www.nseindia.com

www.bseindia.com

www.investopedia.com