18-03-2014, 11:31 AM
A Project Report On Comparative Analysis of Stock Brokers in Pune Region At/for Unicon investment Solution Ltd
Comparative Analysis.docx (Size: 290.77 KB / Downloads: 35)
EXECUTIVE SUMMARY
There is growing competition between brokerage firms in post reform India. For investor it is always difficult to decide which brokerage firm to choose. Research was carried out to find which brokerage house people prefer and to figure out what people prefer while investing in stock market.
This study suggests that people are reluctant while investing in stock and commodity market due to lack of knowledge. Main purpose of investment is returns and liquidity, commodity market is less preferred by investors due to lack of awareness. The major findings of this study are that people are interested to invest in stock market but they lack knowledge.
UNICON STOCK BROKING LIMITED
Unicon stock broking limited is one of the cornerstones of the Unicon’s structure, flows freely towards attaining diverse goals of the customer through varied services. It creates a plethora of opportunities for the customer by opening up investment vistas backed by research- based advisory services. Here, growth knows no limits and success recognizes no boundaries. Helping the customer create waves in his portfolio and empowering the investor completely is the ultimate goal.
Private Client Group:
This specialized division was set up to cater to the high net worth individuals and institutional clients keeping in mind that they require a different kind of financial plannng and mangement that will augment not just exsisting finances but their lifestyle as well. For this purpose they offer a comprehensive and personalized service that encompasses planning and protection of finances, planning of business needs and retirement needs and a host of other services, all provided on a one-to-one basis.
Distribution of Financial Products:
A team of highly qulified and dedicated professionals drawn from the best of academic and professional backgrounds are committed to maintaining high levels of client service delivery. This has propelled them to a position among the top distributors for equity and debt issues with an estimated market share of 15% in terms of applicationss mobilized besides being established as the leading procurer in all public issues.
To further tap the immense gowth potetialin the capital markets they enhanced the scope of their retail brand, thereby providing planning and advisory services to the mass affluent. Here they understand the customer needs and lifestyle in the context of present earnings and provide adequate advisory services that will ncessarily help in creating wealth. Judicious planning that is customized to meet the future needs of the customer deliver a service that is exemplary. The market-sarvey and the ignorant investors, both find this service very satisfactory. The edge that they have over competeition is their portfolio of offerings and their professional expertise. The investment planning for each cutomer is done with an unbaised attitude so that the service is truly customized.
Unicon insurance Broking Private Limited
At Unicon insurance Broking Pvt. Limited, they provide life and non-life insurance products to retail individuals, high net worth clients and corporate. With the opening up of the insurance sector and with a large no of private players in the business, they are in a position to provide
Tailor made policies for different segments of customers. In their journey to emerge as a personal financial adviser, they will be better positioned to leverage their relationship with the product providers and place the requirements of their customers appropriately with the product providers.
Investment Advisory-
To derive optimum returns from equity as an asset class requires professional guidance and advice. Professional assistance will always be beneficial in wealth creation. Investment decisions without expert advice would be like treating ailment without the help of a doctor.