SUMMMER INTERSHIP TRAINING REPORT

ON A STUDY ON CLIENT ACQUITION AND PORTFOLIO ADVISORY

NAME : SHIVANGI RANJAN

ROLL NO. 2101520700163

MBA+ SEM. III

SUMMITED TO :MS. HARMANDEEP KAUR

 Introduction
 HMA Trading Ltd. is channel partner of Angel One situated at Noida sector
63, Uttar Pradesh, India. It is new channel partner of angel brokering
leaded by Ms. Hemma Gupta Head of the company. As it is not only to help
and support the clients of Angel One but also to provide services like
investment advice, opening of new demat accounts in HMA trading branch
and maintaining the portfolio of the client in behalf of Angel One and
Angel pays its channel partner for performing these services.
 The working model and policies are same of its parent company because

HMA trading handles the clients of Angel One.

 PARENT COMPANY PROFILE
Angel One Limited (formerly known as Angel Broking Limited) was originally
incorporated on August 8 1996. The Company converted into Public Limited
Company w.e.f. 28 June 2018 via a Certificate of Incorporation issued by
Registrar of Companies. The Company is the largest independent listed full-
service retail broking house in India with more than 9.2 million clients and 3.7
million active clients on NSE. The Company is a member of National Stock
Exchange of India Limited (NSE) Bombay Stock Exchange Limited (BSE)
National Commodities and Derivatives Exchange Limited (NCDEX) Multi
Commodity Exchange of India Limited (MCX) Metropolitan Stock Exchange
of India Limited (MSEI) and a depository participant with Central Depository
Services (India) Limited (CDSL). Presently the Company is engaged in the
business of stock currency and commodity broking providing margin trading
facility depository services and distribution of mutual funds to its clients; and
earns brokerage fees commission and interest income thereon. It has also been
providing portfolio management services (PMS).
 OBJECTIVE OF THE STUDY
• The purpose of the study is to give a portfolio product advice to as per the
needs of the population of Noida region and convey the benefits of
investment
• Endeavour to create wealth over the medium to longer term through
investments in equities, across market capitalization by focusing solely on
the following:-
• To measure the risk available in the market, taking into consideration the
Nifty 50 stocks.
• To look deep into the fundamentals of the companies as well as the
concerned industry.
• To calculate the expected return from the shortlisted stocks as well as from
their concerned industry.
• To measure the risk/reward value of investors’ assets class choices
 RESEARCH METHODOLOGY
RESEARCH OBJECTIVE
 
 Examining an investor’s investment pattern with special reference to selected
investment methods available in the market.
 The main purpose of the research is to identify factors that influence investor
behavior and investor behavior.
 Analyzing investment behavior in personal and ethical aspects such as; gender,
employment, age and income, investment details, security and safety, risk and
refund, tax savings and payments.
 After examining sexual behavior we can give appropriate suggestions to
investors and it will help them make better decisions
 RESEARCH METHODOLOGY
RESEARCH DESIGN
 Descriptive research design:
 
Descriptive design is a scientific method that involves looking at and describing the
behavior of a topic without influencing it in any way. It does not answer the questions of
how things happened / when / why. Instead it answers the question of “what”. The
elements used to describe a situation or people are usually a kind of category scheme that
is also known as descriptive categories.
 
 Cross-Sectional research design:
 
This research design is a type of observational study that analyzes data from people, or a
block subset, at a time which is data divided into categories. Short-term studies include
data collected over a specified period of time. They are often used to assess the prevalence
of severe or chronic conditions, but they cannot be used to answer questions about the
causes of disease or the effects of interventions.
 DATA COLLECTION
The current study covered primary and secondary data. The data collected key
data in a structured questionnaire. And second-hand information collected on
websites, articles, and thesis.
 
 SAMPLE SIZE
Time sample size of total respondents will be 198 set of questionnaires will
randomly distributing and the sample for this study will selecting from the
data obtained through a survey questionnaire which will conducting in the
area was mentioned above.
 DATA ANALYSIS
 AGE OF THE RESPONDENTS
From the data the highest number of respondents fall in the age group of 18 to 30
years it is 79%. Lowest no. of respondents is above 46 years’ age group that no. is
3%. And remaining of respondent age group are 18% of respondents.
 QUALIFICATION OF RESPONDENT
Based on the analysis, it can be concluded that following qualification wise
respondents who have participated in these study on behavior and investment
pattern of investor for different avenues. There are 50 %, 24%, 6% and 20% are
Graduation, Post Graduation, Professional and Others respectively.
 PERCETANGE OF INVEST OF RESPONDENT
The maximum person invest their income percentage is less than <10%. It
includes all potential & non-potential investor. And 32% investor are invest their
income between 11-20% remaining 20% investor are invest their money above
20% of their income
  PORTFOLIO SUIT OF RESPONDENT
In above chart we can show that the highest number of investor are choosing
moderate risk – moderate return those are 41% of investor which is take
calculative risk.38% investor are in category of high risk- high return which is
called risk taker and reaming 21% investor are take low risk – low return which is
called safe investor.
 FINDINGS
 From the study most number of the respondents are between 18- 30 years
age group that is 79%.
 On the basis of the gender most of them is male respondent that is 72%.
 Most of respondents are unmarried which is 75 %.
 Most of respondent’s qualification are graduation it is almost 50 % & also
40% respondents from other category in this study.
 Most of respondent are from student it is 52% and 24% are from job
category.
 Most of respondents are monthly income is less than 25000 and only 18%
respondents have monthly income of above Rs.45000.
 In the total number of respondent 48 % respondents invest less than 10 %
from their income, while only 7 % respondents invest above 30 % of their
income.
 39 % highest Respondents investment holding period is less than 1 year, only
12% lowest Respondents investment holding period is above 5 year.
 Most of the investor are consult their family and friends while taking an
investment decision.
 Most of respondents are invest in equity stock market. While some other
respondents invest in mutual fund and fixed deposit.
 Most respondents are choose the moderate risk-moderate return portfolio suits
the best which is 41 % and 38 % respondents has high risk-high return
portfolio suits the best.
 In the study of all over it find that investor take moderate risk moderate return
and investor are invest <10% of their income for the <1 years.