Name .

MD NAJRE ALAM
section. 5
Inrollment. 2306142000792
projrct. Summer internship
Chapter . 2

Company study
Name of Company:- Fundsresearch

Address:- Office No 1&2, 2nd Floor, East

Street, MG Road, Camp, Pune,
Maharashtra - 411001

Email ID:- connect@fundsroom.com

Phone No:- +919561907480

• The name of the firm is Fundsresearch. Fundsresearch is an online
investment platform which brings various investment asset classes
under one umbrella. The asset classes include but not limited to
Mutual Funds, Digital Gold, Real Estate, Insurance etc.We provide a
simple and technologically robust platform wherein the users can not
only invest but also explore different investment sectors.

• We utilize data driven analytics, advanced technical tools to ensure a

seamless investment journey for our users. The beauty of our platform
is that we provide a wide range of investment asset classes which
facilitates the user to select the best sector according to his
demographics, investment capital, knowledge, interest etc. A platform
where all classes of people ranging from HNI to retail investors can
come and invest towards a valued tomorrow.
Single platform
for all your
Investment
Needs
.
Different
Investment
options.

2 Lac+
Customer Base
Mission and Vision of Fundsresearch
• Mission Statement: To empower our clients with the knowledge,
tools, and support necessary to achieve their financial goals through
informed investing and prudent financial management. We strive to
deliver exceptional service, unbiased advice, and innovative solutions
tailored to each client's unique needs.
• Vision Statement: To be the leading investment brokerage firm
recognized for our integrity, expertise, and commitment to client
success. We aim to set the industry standard for excellence in client
service, investment research, and technological innovation, fostering
long-term relationships built on trust and transparency.
• These statements convey the firm's commitment to client-centric
service, ethical conduct, and aspiration for leadership in the
investment brokerage industry. They reflect a focus on empowering
clients through education and personalized financial strategies while
aiming for continuous improvement and industry leadershi
Service provided by Fundsresearch
• Stock Trading and Investments: Fundsresearch provide access
to stock exchanges (like NSE and BSE) where investors can buy and
sell stocks of publicly listed companies.
• Portfolio Management: Many platforms offer tools and services
for managing investment portfolios. This may include features for
asset allocation, portfolio rebalancing, performance tracking, and
reporting.
• Research and Analysis: Investment platforms provide market
research, financial news, stock charts, fundamental and technical
analysis tools, and other resources to help users make informed
investment decisions
•Educational Resources: To assist users in understanding financial
markets and investment strategies, platforms often offer educational
content such as articles, tutorials, webinars, and investment guides.
• Account Management: Users can manage their investment accounts
online, including viewing account balances, transaction history, tax
documents, and managing personal information.
• Risk Management: Some platforms offer risk assessment tools and
features to help investors assess their risk tolerance and manage
investment risks accordingly.
•Customer Support: They provide customer service and support to
address user inquiries, technical issues, and account-related questions
 Key Market Players

• Kotak Securities A subsidiary of kotak mahindra bank, offering both

full service and online trading services.
• Sharekhan Known for its robust research capabilities ,Sharekhan is a
full service brokerage firm with a strong customer base.
• Angel Broking Offers both full service and discount brokerage
service known for its technology platforms and customer service
 Zerodha
• Known for its discount brokerage model and technology-driven platforms.
Market share: Largest retail brokerage in India.
• ICICI Direct Part of ICICI Bank, offering a full-service brokerage with research
and advisory services. Market share: Significant in the full-service brokerage
segment
• UPSTOX Another major player in the discount brokerage segment. upstox has
gained significant market share in recent year.
• ICICI Securities A leading full-service brokerage firm in india, part of the
ICICI group catering to a wide range of investors.
• Axis Securities​
A subsidiary of Axis Bank, providing a wide ranges of financial services
including stock broking.​
• Motilal Oswal Financial​
Known for its research driven approach, Motilal oswal offers full service
brokerage andwealth management sevices​
• Edelweiss​
A diversified financial service firm offering full service brokerage, wealth
management and advisory services
 Operational Performance
• Execution Efficiency: This involves how quickly and accurately the platform
executes trades on behalf of clients. Factors to assess include order
execution speed, reliability of trade execution, and minimal slippage
between quoted and executed prices.
• Technology Infrastructure: The quality and reliability of the platform’s
technology infrastructure are crucial. This includes the stability of trading
systems, uptime of online platforms and mobile apps, Cybersecurity
measures, and the ability to handle high volumes of transactions without
disruptions.
• Customer Service: The level of customer support provided to clients is
essential for operational success. This includes responsiveness to client
inquiries,the availability of customer service channels (phone, email, chat),
and the quality of support provided by service representatives.
• Platform Accessibility and User Experience: The ease of use and
accessibility of the platform for clients are critical. Factors such as intuitive
interface design, mobile compatibility, availability of educational
resources, and tools for research and analysis contribute to a positive user
experience.
 SWOC Analysis

Strengths
• Personalized Service: Smaller firms often pride themselves on
providing more personalized and attentive service compared to larger
institutions. Clients may have direct access to experienced brokers
who can offer tailored investment advice and strategies.
• Client-Centric Approach: Smaller firms tend to prioritize building
strong client relationships. They may offer more customzed solutions
and be more responsive to individual client needs and preferences.
• Lower Fees and Costs: Smaller brokerage firms may offer competitive
pricing structures with lower commissions or fees compared to larger
institutions. This can be attractive to cost-conscious investors.
 Weaknesses
• Limited Capital: Small firms may have less capital available for
investments, technology upgrades, marketing, and expansion. This can
restrict their ability to compete with larger firms that have substantial
financial resources.
• Brand Recognition and Trust: Small firms often face difficulties in building
brand recognition and establishing trust among potential clients. Investors
may prefer larger, more established firms due to their perceived stability and
reputation.
• Limited Access to Investment Opportunities: Small firms may have less
access to exclusive investment opportunities or initial public offerings (IPOs)
compared to larger firms with stronger industry connections.
 Opportunities
• Regulatory Changes: Small firms can proactively adapt to regulatory changes and
compliance requirements, potentially more swiftly than larger firms. This can
position them as compliant and trustworthy partners for clients concerned about
regulatory issues.
• Acquisition and Growth Opportunities: Successful small firms may attract
acquisition interest from larger firms looking to expand their market presence or
acquire specialized expertise. This can provide opportunities for growth and
enhanced resources.
• Personalized Service: Small firms can differentiate themselves by offering
personalized service and building strong relationships with clients. They can
provide tailored investment advice and attentive customer support, which can
attract clients looking for a more hands-on approach.
• Client Loyalty: By providing excellent service and demonstrating reliability, small
firms can build strong client loyalty. Satisfied clients are more likely to refer new
business and remain loyal over the long term.
 Challenges
• Limited Resources: Small firms often have limited financial resources, which can
constrain their ability to invest in technology upgrades, marketing efforts, and
expansion initiatives. This can hinder their competitiveness and growth potential.
• Market Competition: Small firms face intense competition from larger brokerage
firms that have economies of scale, established brand recognition, and extensive
resources. Competing with these firms on pricing, service offerings, and client
acquisition can be challenging.
• Technology Infrastructure: Small firms may struggle with outdated or less
sophisticated technology infrastructure compared to larger competitors. This can
affect the speed, reliability, and security of their trading platforms, potentially
leading to client dissatisfaction or loss of business.
• Brand Recognition and Reputation: Establishing a strong brand presence and
maintaining a positive reputation can be challenging for small firms, especially in a
market dominated by larger, well-known competitors. Building credibility and
trustworthiness are critical for attracting clients.
CHAPTER-
3

DEPARTMENTAL STUDY AT
FUNDSRESEARCH
 Strategy

• Fundamental and technical analysis can complement each other in making a

strategic analysis for investing in the capital market.
• Here’s how: Fundamental analysis provides insight into the broader economic
environment, industry trends, and company-specific factors that can affect a
stock’s performance over the long term. This understanding helps investors
identify industries and companies with strong growth potential or competitive
advantages. Meanwhile, technical analysis helps to gauge market sentiment and
short-term price movements, providing tactical entry and exit points within that
broader strategic framework
 Department Activities
Fundamental Analysis

• Financial Statements: Reviewing a company's financial statements such as

the balance sheet, income statement, and cash flow statement to assess its
financial health and performance. Industry Analysis: Examining the
dynamics of the industry in which the company operates, including
competitive landscape, regulatory environment, technological changes, and
market trends.
• Management Evaluation: Assessing the quality and competence of the
company’s management team, their track record, strategic decisions, and
corporate governance practices
• Valuation Metrics: Using various valuation techniques such as price-to-
earnings ratio (P/E), price-to-book ratio (P/B), dividend yield, discounted
cash flow (DCF) analysis, and others to estimate the fair value of the
asset.
• Qualitative Factors: Considering non-financial factors such as brand
strength, intellectual property, market position, and potential for
innovation.
• Economic Factors: Considering broader economic indicators such as
GDP growth, inflation rates, interest rates, and employment figures, as
these can impact the overall market and specific sectors. Fundamental
analysis is commonly used to make informed decisions about buying or
selling securities. It contrasts with technical analysis, which focuses on
historical price movements and trading volumes to forecast future price
movement.
 Technical Analysis

• Technical analysis in the capital markets is a method used to

evaluate securities and predict their future price movements based
on historical price data and trading volume. Unlike fundamental
analysis, which focuses on the intrinsic value of assets, technical
analysis primarily examines past market data to identify patterns and
trends that can indicate the direction of future prices.
• Price Charts: Technical analysts use price charts (such as line
charts, bar charts, and candlestick charts) to visualize historical price
movements over different time frames (e.g., minutes, hours, days,
weeks, months).
• Technical Indicators: These are mathematical calculations applied to
price and volume data to derive insights into market trends and
momentum. Common technical indicators include moving averages,
Relative Strength Index (RSI), Moving Average Convergence
Divergence (MACD), and stochastic oscillators.
Chart Patterns: Technical analysts look for recurring patterns in price charts that can
suggest future price movements. Examples of chart patterns include head and
shoulders, double tops/bottoms, triangles, flags, and pennants.

Volume Analysis: Trading volume is analyzed alongside price movements to assess

the strength or weakness of a trend. Higher volume often confirms the validity of a
price move, while low volume may indicate a lack of conviction.

Support and Resistance Levels: These are price levels where historical buying or
selling pressure has been significant. Support levels are where buying interest is
expected to be strong, preventing the price from falling further. Resistance levels are
where selling interest tends to outweigh buying limiting upward price movements.

Trend Analysis: Identifying and analyzing trends (uptrend, downtrend, or sideways

trend) is crucial in technical analysis. Trends are assessed using trendlines and
moving averages to determine the direction and strength of price movements