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SUMMER INTERNSHIP PROJECT

BROKING
 Edelweiss started its journey in Mumbai in the year 1995, by two IIM graduates, Mr. Rashesh Shah and Mr.
Venkat Ramaswami.
 Edelweiss was incorporated on November 21, 1995 as a public limited company and received its certificate for
commencement of business in January 16, 1996.
 Entered the business of securities broking in the year 2002 by acquiring Rooshnil Securities Private Limited which
was later changed to edelweiss securities private limited & is presently known as Edelweiss Securities Limited.
 The company practice this core thought of “Create Ideas, Create Values” that has led to Edelweiss becoming one
of the leading financial services company in India.
 It’s current businesses include investment banking, securities broking, and investment management.
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
SERVICES OFFERED
Edelweiss Demat Account- being a depository participant with CDSL and NSDL, Edelweiss offers Demat
Account for free.
 Edelweiss Trading Account- Edelweiss Trading Account offers facilities to trade in equity, futures & options,
derivative, commodity, currency, mutual funds and other financial products.
 Edelweiss Commodity Account- being a registered member of MCX and NCDEX, Edelweiss offers Edelweiss
Commodity Trading facilities to it’s clients.
 Edelweiss Equity Trading- Edelweiss Broking is a registered member of BSE and NSE and allows traders to trade
in equity intraday and equity cash through edelweiss trading account.
 Edelweiss Currency Trading- Edelweiss Broking offers the facility to trade across various currencies.
 Edelweiss Derivative Trading- Edelweiss offers facility to trade in stock futures & index.
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SERVICES OFFERED
 Edelweiss Mutual Fund Investment- Edelweiss is the AMFI registered mutual fund distributor which offers the
facility to invest in various mutual funds such as equity, debt, hybrid, ETFs and international fund of funds.
 Edelweiss Bonds Investment- people can also invest in bonds, securities issued by financial institutions, company
or government offering a fixed interest payment periodically on the amount borrowed for a specified period.
 Edelweiss Insurance- Edelweiss Tokio Life is the insurance product offered by Edelweiss Broking Ltd.
 Edelweiss Wealth Management- Edelweiss offers wealth management services to high net worth individual (HNI)
clients.
 Edelweiss Equity Advisory- It’s advisory team understands the client investment objective and monitor the
portfolio to keep clients updated with the fundamental and technical market researches.
 Edelweiss Research- It provides research reports including market & economic research, sectoral research and
stock-specific research as well.
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PROJECT
 To analyze and study the stock market, stock trading practices

 Analysis of customer perception of the investment industry.

 To get hands on experience of doing member addition and sales for the company.

 To identify the present investment pattern among the different age group.

 To utilized the gained knowledge to develop alliance partners for edelweiss broking limited.
 To find new prospects through various platforms like cold calling, social media platforms, other online platforms
as well as offline platforms and convince them to invest on company’s products.
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TASKS ASSIGNED
 To make a research report on how financial market is performing during covid-19.
 To find new prospects through various platforms like cold calling, social media platforms, other online platforms
as well as offline platforms and convince them to invest on company’s products.

 To make alliance partner for the company.

 To update cold calling data via excel and sending it to industry mentor on daily basis.
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
OBSERVATIONS
During the Covid-19 period Edelweiss managed to close great deal in insurance products as people were very
cautious about their health and edelweiss insurance product was covering expenses for Covid- 19 treatments.
 During this period a huge number of increment was seen in terms of opening Demat a/c as many stock were
undervalued and people rushed to invest in stock market.
 It was also observed that a large portion of people in India still don’t have any knowledge about stock market and
its function, mainly the middle and lower class of the population. Around 2 to 5 % of the total population is active
on the stock market in India.
 It was also observed that the middle-class population prefers to invest their money which are backed by
government authorities such as bank, post office, LIC and government schemes.
 It was found that the campaign run by edelweiss to join different professional as an Elliance Partner was a huge
success for the organization in term of the reference provide by the partners.
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MAJOR LEARNINGS
 Learned a great deal about the stock market and its functioning during my two months of internship.

 Understood different types of insurance product available for sale and premium is calculated with the help of human live value
(hlv) formula for insurance products.

 Got exposure of different types of saving avenues available in the market which includes (Saving Bank a/c, Fixed Deposit (FD),
Recurring Deposits (RD), PPF, liquids funds like (treasury bills), different government offered schemes like NSC, APY etc, and
interest offer in this all schemes.

 I also gained fair knowledge of various other forms of trading like future and options (F&O), derivatives, debt market, currency,
commodities etc.

 My major learning was constant interaction with different people and trying to sell Demat account to them. I had to put my best
foot forward in order to convince people to invest in the market.

 Learned how portfolio (basket of shares from different sectors of the industry) is created keeping in mind the client’s preferences
and his appetite to take risk.
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 Real time interaction with clients were limited as work from home model was adopted.

 There were certain constraints while interacting through virtual mode like connectivity issue because of low band-
width connection.

 There were a lot of interns in this company from different colleges I think could have built or expand my network
if it was not Covid and could have also share each other’s experiences and learnings.
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RECOMMENDATIONS
 The feedback from client/EP after their registration at different stages is very important. So, edelweiss should
develop a feedback system wherein at regular interval they can take clients recommendation and make this
program more success.
 There is nothing for the people who are new to the market and want to start with small amount of money initially.
The brokerage plans are designed keeping in mind the HNI clients.
 The company may try to concentrate on tier b and c town which are rapidly growing and are the new emerging
markets. There is lots of potential in these markets.
 The company may try and expands in these markets by of branch offices or franchisees. The brand awareness of
the company among people is very low as compared to its competitors, the company has to take steps to create
awareness among the people. This can be done by spending more on advertisements, sponsorship, promotions etc.
 
 
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THANK YOU