INVESTORS PREFERENCE FOR EQUITY

SHARES AS AN INVESTMENT AVENUE

Presented By:- Pooja Nagar

PGDM- 3rd semester
09/DSPR/DLI/PGDM/FT/
RESEARCH OBJECTIVE

The Primary objective of the study to

adjudge whether investors prefer equity
shares as a potential investment avenues at
a reasonable risk level.
COMPANY PROFILE

 Religare is a financial services company in India,

offering a wide range of financial products and
services targeted at retail investors, high net worth
individuals and corporate and institutional clients.
Religare is promoted by the promoters of Ranbaxy
Laboratories Limited.

 Religare financial services group comprises of Religare

Securities Limited, Religare Comdex Limited and
Religare Finvest Limited, which provide services in
equity, commodity and financial services businesses.
Contd……

 Company’s Vision –
“To build Religare as a globally trusted brand in the
financial services domain and present it as the
‘Investment Gateway of India”.
 Company’s Mission –
“Providing complete financial care driven by the
core values of diligence and transparency”.
 Brand Essence –
“Core brand essence is Diligence and Religare is
driven by ethical and dynamic processes for wealth
creation”.
RELIGARE SECURITIES LIMITED

Religare Securities Ltd. ("RSL"), a wholly owned

subsidiary of Religare Enterprises Limited (REL), a
global financial services group is a market leading
securities firm in India. The company offers equity
broking services to more than half a million clients
using both, offline and online platforms and also
offers, depository participant services. RSL is a
member of the NSE, BSE, and a depository participant
with NSDL and CDSL. RSL employs more than 4300
employees (as on December 31, 2009) and has a wide
distribution reach that spans across more than 1800
locations in India.
RELIGARE COMDEX LIMITED

 RELIGARE COMDEX LIMITED

Registered with the Forward Market
Commission (FMC) as a commodity broker.
Member of National Commodities and
Derivative Exchange (NCDEX), Multi
Commodity Exchange (MCX) and National
Multi Commodity Exchange of India Limited
(NMCE).
LITERATURE REVIEW

EQUITY TRADING:-
Trading in Equities with Religare truly
empowers people for investment needs.
Religare ensure to have a superlative
trading experience through–
 A highly process driven, diligent approach
 Powerful Research & Analytics and
 One of the "best-in-class" dealing rooms
Products offered by Religare

 R-ALLY
 R-ALLY PRO
 R-ALLY LITE
RESEARCH METHODOLOGY

Research Methodology is a way to

solve research in study and solving
research problems along with logic
behind them are defined through
research methodology.
Collected data through various sources
primary and secondary.
Primary source includes:-
 Discussion with branch manager of Religare.
 Discussion with experts of Religare.
 Discussion with investors of the firm.
 Data collected from questionnaire

Secondary source includes:-

 Various books related to stock market
 Books related to Financial Management
 Web sites were used as the vital information source
 References given by Relationship Manager at Religare
Securities Limited.
DATA ANALYSIS AND
INTERPRETATION

Q1) Do you invest in shares?

 
 
 
 
 
 
 
 
 

Interpretation:-
The major part of the sample taken has not invested in the Shares. The
demand for the investment in Shares has increased in the past few years with
many players entering in the Indian market.
Q2) What is your Experience in the Share market?
 

 
 
 
 
 
 
 
 

Interpretation:- The experience in the market was the factor which influenced the
investments. There are not many people who are new or have experience of less
than a year. Major part was having vast experience that is of more than 4 years.
These are the ones who have been in the market and saw it rising to conquer the
10.000 peak
 
Q3) What is your Trading Preference?
 

 
 
 
 
 
 
 
 
 
 
Interpretation:- The presence in the market is because of two
reasons. Either the investors prefer to speculate and benefit out
of it or it is simply to have it as one more investment avenue.
Main purpose of investment by people was not to speculate.
 
Q4) Factors Influencing the Investment Decision of Investors?
 
 

 
 
Factors Influencing Investment

40%
32% 30%
30%

20% 20%

10% 10%
6%
2%
0%
Broke News Magzi Frien Self Other
Series1 32% 10% 6% 20% 30% 2%

Interpretation:- There are many factors which influence the investment decision of
the investors. It may be the current news (political, technological, financial, etc.),
Magazines, friends, etc. in the study it proved that many people trust the brokers
most for the investment decisions. These are the ones who have less experience.
The “Self-Evaluation” is the next major factor. The experienced person trust
himself thereafter he/she invests. Magazines and current News also matters. Any
bad news can make a person change his/her decision.
 
Q5) Do you influenced by the name of Company?
 

 
 
 
 
 
 
 
 
 
Interpretation: - From the data collected it is clear that most of
the people are not influenced by the company name while
investing in Shares.
 
CONCLUSION

On the basis of the study it is found that Religare

securities is better service provider than the other
associations because of their timely research and
personalized advice on what stocks to buy and sell.
Religare Securities provides the facilities of
relationship manager for encouragement and
protects the interest of the investors. It also
provides the information through the Internet and
mobile alerts that what IPO’s are coming in the
markets and it also provides its research on the
future prospects of the IPO.
RECOMMENDATION

The following recommendation can be

made to Religare Securities Pvt. Ltd.
 First Aid Kit for New Entrant into
Securities Market
 Provision for training for the new
investors
 Customer Care for general query
handling
BIBLIOGRAPHY

 WEBSITES:

http://www.religaresecurities.com/About_us.asp
http://www.religaresecurities.com/equity_derivatives.asp
http://www.religaresecurities.com/stockprices/summary.asp
http://www.religare.in/indexrel.asp
http://www.religare.in/About_us.asp
http://www.religare.in/OurLeaders.asp
http://www.religare.in/Investor.asp
http://www.religare.in/equity_trading.asp
http://www.religaresecurities.com/DownLoadSw.asp
 
 
 NEWSPAPERS:
 
THE HINDUSTAN TIMES
THE ECONOMIC TIMES
THE MARKET EXPRESS
 
 BOOKS:
  JOURNALS OF RELIGARE