PRESENTATION ON

MARKET SURVEYTO KNOW

RETAIL INVESTORS PREFERENCE OVER DIFFERENT ASSET CLASSES

OBJECTIVE OF THE SURVEY

To know the retail investors preference over different asset classes

To pitch the company’s name among public during the survey

To recommend and suggest on brand promotion ideas on the basis of the study

NON BANKING FINANCIAL COMPANYSECTORAL INFORMATION

NBFC’s are financial institutions that do not have banking license, but they provide financial assistance over investment.

It is expected that the domestic savings in India will reach US$ 1,272 billion by 2019 from US$ 683 billion in 2013.

Industry is growing at a CAGR of 15.9%

Source: www.ibef.org

RESEARCH METHODOLOGY

PRIMARY DATA COLLECTION SECONDARY DATA COLLECTION

1. Total number of respondent: 500

2. Areas covered: Hinjewadi, Sharda center, Deccan

3. Target Companies: Tech Mahindra, Persistent, Infosys, Wipro,

4. Small shop owners of Deccan

1. Company information www.edelweissfin.com

2. Sector information: www.ibef.org

EDELWEISS: AN INTRODUCTION Edelweiss is one of India's leading financial group established by Rashesh

Chandrakant Shah and Venkat Ramaswamy

Established in 1996 with a capital of 1 crore.

18 Years of experience in Capital Markets and Investment Management.

Over half-a-million happy customers

Well known for its research Online and Mobile Platforms in

the industry

Source: www.edelweissfin.com

EDELWEISS FINANCIAL SERVICES

STOCK CODES

National stock exchange(NSE)

edelweiss

Bombay stock exchange(BSE)

532922

PLATFORMS FOR TRADING IN EDELWEISS

Sr. No.

PLATFORM MODE BEST FOR:

1 Edelweiss.in Web For all users to trade and self-service

2 Xtreme Trader Desktop Professional trader who need speed

3 Mobile Trader Mobile application

Trade on the go on smartphones

4 Mobile WAP Mobile Trade on the go on all phones

5 Xpress Web java applet

Especially for office goers who cannot install .exe file in the office premises and want a terminal like experience on web.

6 Call and trade Phone Central number for service and trading

7 Dealer/RM Phone Local branch number for service and trading

Source:www.edelweissfin.com

REPORT OF MARKET SURVEYTotal number of respondent in market survey = 500

Number of respondents taking financial assistance = 133 or 26.6%

Number of respondent know edelweiss = 187 or 37.4%

ASSET CLASS INVESTOR’S PREFERENCE

Fixed Deposits 189

Mutual Funds 135

Gold 87

Insurance 81

Equity 78

Real Estate 78

Bonds 52

Currency 13

BONDS7%

FIXED DEPOSITS27%

EQUITY11%

MUTUAL FUNDS19%

INSURANCE11%

GOLD12%

REAL

ES-TATE

11%

CURRENCY2%

BONDS FIXED DEPOSITSEQUITY MUTUAL FUNDS INSURANCEGOLD REAL ESTATE CURRENCY

DATA ANALYSIS OF MARKET SURVEYNUMBER OF PEOPLE TAKING FINANCIAL ASSITANCE(out of 500)

NUMBER OF PEOPLE KNOW EDELWEISS(out of 500)

133 or 26.6% 187 or 37.4%

Number of people taking financial assistance is less than that of number of people know edelweiss. 11% opportunity left to fill the gap.

Mutual funds are second best preferred mode of investment after fixed deposits and it can be turned into business.

Equity, real-estate and insurance have same percentage in terms of preference.

BONDS7%

FIXED DEPOSITS27%

EQUITY11%

MUTUAL FUNDS19%

INSURANCE11%

GOLD12%

REAL ESTATE11%

CURRENCY2%

BONDS FIXED DEPOSITSEQUITY MUTUAL FUNDS INSURANCEGOLD REAL ESTATE CURRENCY

RECOMMENDATION & SUGGESTION FOR BRAND PROMOTION

Edelweiss can showcase their profit as news in the news paper.

Edelweiss can put their hoardings in the office places in order to create awareness in service class people

Increase the frequency of digital advertisements in the prime time slot

Edelweiss can be associated with small events happening in Pune at regular intervals throughout the year.

Edelweiss can go in good business colleges for business seminars.

CONTD…..

In print media advertisement they must focus on easy application support rather than product.

PRESENTED BY: KUMAR PRASHIRSH