Narsee Monjee

Finance And Investment

Cell

in collaboration with

PRESENTS

Investment Odyssey
A National Portfolio Management
Case Competition
 THE CASE

Its been 2 decades since SBI entered the securities

market. SBI Securities is a stock broking arm of the
State Bank of India (SBI). SBI securities started by
offering a 3-in-1 account, a combination of demat,
trading and bank account. However the company
couldn’t succeed in meeting its targets .

In recent years, newage brokering firms like Zerodha ,

Upstox ,and Groww have disrupted the market by
offering innovative and user - friendly platforms, low
pricing, and a range of value-added services. To
tackle this SBI Securities have recently gone through
a Brand Transformation!

With the New Brand Identity in place, create a Go-To-

Market Plan from the financial and marketing POV to
create a nation-wide awareness and acquire at least 3
million new Demat & Trading accounts.
We are seeking your expertise and creativity to develop a
comprehensive plan that will increase awareness and participation
in the security market among the general population of the country.
For this purpose, we request that you create a PowerPoint
presentation of no more than 12 slides (excluding intro and thank
you slides) that outlines your strategy.

Your presentation should include:

A thorough competitive
analysis.
Analysis on current
demographics.
Suggested solutions to improve
participation and awareness of
the security market.
A forecast of market
penetration in India.

While the above deliverables serve

as guidelines, you are free to
explore additional avenues and
thought processes that may
enhance your proposal. We are
looking for innovative and creative
ideas that can effectively target
the population and increase their
awareness and participation in the
security market.
POINTS TO FOCUS
Why is investing in the security market important in today's economy,
and why is it necessary to spread awareness about it?

How can individuals leverage their current financial situation to go

beyond traditional investment strategies in the security market?

What are the different types of securities available in the market, and
what is the significance of each in terms of risk and return?

How can we engage and retain investors in the security market,

especially those who are new to investing?

What types of security investments are best suited for millennials and
younger investors, and why?

What are some effective ways to reach out to different segments

of the population based on their age, location, and other
demographic factors, and educate them on the
importance of investing in the security market?

What are some best practices that

other countries have adopted in terms
of investing in the security market, and
how can we apply them to our own
market?

What is the current state of the security

market industry, and how has it
evolved over the years?

How has the rise of private sector

businesses impacted the security
market industry, and what are the
implications of this trend for investors?
Thank you
All the Best

For any queries, contact :

narseemonjeefic@gmail.com
Advit : +91 8758778797
Diya : +91 7977579733