PRESENTATION OF

SUMMER INTERNSHIP

TOPIC- Portfolio Management Services-An Investment Option

Under the guidance of:-

Dr. Mayank Kumar
Associate Prof. - Finance
IMS GHAZIABAD Presented by:-
Mahender Tewatia
BM-018153
Objective:-
• To know the concept of Portfolio Management Services
• To study about competitive position of Sharekhan Ltd
• To know about schemes provided by Sharekhan Ltd and other
Companies
Research methodology:- On the Job Training
• Firstly they taught us basics of stock market
• They provided leads and I made calls
• I have to provide details of products to the customers
• Contacting customers at regular basis
Comparative Analysis and Findings
Sharekhan Vs Motilal Oswal – In Motilal Oswal there is
minimum investment of Rs.25 lacs but Sharekhan provides Power
Portfolio with initial investment of Rs.5 lacs. There is also a
benefit to invest in Sharekhan that there is no Exit-load charges
and no profit sharing but in Motilal Oswal there is 20% profit
sharing commission after 10% of the profit and Exit-load charges
are 2%.
ICICI Prudential Vs Sharekhan
In ICICI Prudential
• There is minimum investment of Rs.25 lacs
• Profit sharing commission is 33%
• Exit-load charges is 2.5%
 Conclusion
• Sharekhan Ltd has a better PMS than other companies
• It gives better returns to investors
• Complete transparency – It offers a transparent fee structure. There
is no hidden charges.
• It provides daily news and research reports of stocks
Learning Outcomes
• Basics of Stock Market – There are two types of market in India
Primary Market and Secondary Market
• National Stock Exchange – NSE is the leading stock exchange in
India. NSE provides high quality data and services to market
participants
• Bombay Stock Exchange – BSE is the oldest stock exchange and
provide an efficient and transparent trading.
• NSDL (National Securities Depository Limited) – NSDL is
the first electronic central securities depository in India.
• CDSL (Central Depository Services Limited) – CDSL is also
a central securities depository established in 1999.
Recommendation :-

• Investors are not aware about the investment options available

• Small investors don’t have knowledge about stock Market

• Investors wants to get best returns with low investment