ppts on summer project done at MOTILAL OSWAL

1. GUIDED BY: PROF. AABHA SHINGHVI (INTERNAL) MR. CHINTESH PATEL (EXTERNAL) PRESENTED BY: KALARIYA DHIREN ROLL NO. 27 DIV – A G.I.D.C. RAJJU SHROFF ROFEL INSTITUTE OF MANAGEMENT STUDIES, VAPI PRESENTATION ON SUMMER TRAINING AT MOTILAL OSWAL

2. CORE PURPOSE To be a well respected and preferred global financial services organization enabling wealth creation for all our customers. VALUES Integrity A company honoring commitment with highest ethical and business practices. Teamwork Attaining goals collectively and collaboratively. Meritocracy Performance gets differentiated, recognized and rewarded in an apolitical Passion & High energy and self motivated with a “Do It” attitude and entrepreneurial Attitude spirit. Excellence in Time bound results within the framework of the company ’s value system. Execution

3. ORGANISATION STRUCTURE

4. BUSINESSES

5. MILESTONES

6. AWARDS & ACCOLADES

7. ! India network with presence in over 430 cities/ towns comprising 1,430 business locations (own as well as franchisees) ! Network growing at a rapid pace - grown from a single location to a nationwide network in over 430 cities and towns ! Extensive distribution network providing opportunities to cross-sell products and services, particularly as we diversify into new business streams ! Physical distribution supplemented by on line channel ! Recently entered into a strategic alliance with State Bank of India (SBI), the largest bank in India, to offer our online brokerage services to SBI’s retail banking clients ! Plans to enter into additional strategic alliances to cater to an even wider customer base INDIA NETWORK

8. SERVICES OFFERED

9. SERVICE OFFERING BY MOFSL

10. SERVICE OFFERING BY MOSL

11. (1) PORTFOLIO MANAGEMENT SERVICES (PMS) PMS is the service under which Portfolio of the client is maintained by the Company. Types Of PMS : (a) Value PMS (b) Bull’s Eye PMS Who is it for? Portfolio management service is well suited for high-net worth customers. Benefits of PMS: Professional Management Risk Control Convenience Constant Portfolio Tracking Transparency Dedicated Relationship Manager

12. (2) RESEARCH BASED ADVICE

17. (7) MOTILAL OSWAL DP SERVICES Motilal Oswal is Depository Participant in CDSL. It provides Demat a/c services under MODES. In terms of number of accounts MODES is the second biggest Depository Participant in CDSL with over 150,000 accounts. Client receives regular account reports and an efficient service at all times. Clients having holdings over Rs. 10 lakhs receive special SMS service. Investor enjoys many benefits if they buy and sell shares in the depository mode.

18. TRADING DEPARTMENT

19. Motilal Oswal is one of the broker who is acting as wholesalers and as a broker, it is the duty of it to provide service of collecting funds and securities from the investors and send it to clearing house and vice versa. According to SEBI investor has to open trading account for trading in shares. Client can open an account in any depository. TRADING DEPARTMENT Trading department is divided into three parts:  Pre-trading (A/c opening, Deposits, ect.)  Trading (Dealing room, Sauda punching, conformation)  Post-trading (Payout process, Bills, Pay-in-process, Contract note)

20. MARKETING DEPARTMENT

21. The main aim of marketing activities at Motilal oswal is that the customer should get enough guidance to join the company and how he can get the best service than any other stockbroker. MARKETING DEPARTMENT Marketing Mix: Products Price Place Promotion

22. MARKETING DEPARTMENT ‘ Knowledge First’ Campaign This year MOFSL introduced a new brand philosophy. The relentless focus on research and insight, which is the DNA of the company, has manifested itself in the brand idea - ‘Knowledge First’. This simple philosophy of 'Knowledge First' has been brought alive through a multimedia campaign in TV, print, outdoor and the web.

23. MARKETING DEPARTMENT Wealthwise Building on their promise of providing knowledge to investors, MOSL introduced a unique intitiative - Wealthwise. This investor education programme (televised on CNBC) consisted of a series of investor camps that provided customers wealth management advice for different life stages.

24. MARKETING DEPARTMENT Purple Purple is their recently launched Private Banking brand that provides holistic wealth management solutions for Individual, Family and Business needs of High Net Worth Individuals (HNIs). To provide these clients a gold standard private banking experience, they introduced a series of Purple lounges in different cities.

25. HUMAN RESOURCE DEPARTMENT

26. HUMAN RESOURCE DEPARTMENT MOFSL has grown at a scorching pace, not only in terms of business but also in terms of its most valuable asset -people. They have an ever-growing employee strength of 2315 associates that operates out of a rapidly expanding Company network. HR at Motilal Oswal, on the one hand strives to make every employee of the organisation its brand ambassador and on the other hand make the Motilal Oswal brand stand for the best people practices.

27. The 3 pillars of HR strategy are: (1) A clear and relentless ( persistent ) focus on leadership development (2) Stringent ( severe ) focus on the identification and development of 'High Potentials' at all levels (3) Investment in technology to deliver state-of-the-art HR processes across the organisation in a time and cost efficient manner HUMAN RESOURCE DEPARTMENT

28. The key initiatives towards implementation of the strategy have been: Balanced Scorecard and KRA implementation : Leadership Development: Style and competency assessment for the top tier management of the Company was carried out and an intensive Executive Coaching programme based on Individual Developement Plans has been started for 13 of the top leaders of the organization. Technology: The recruitment process has been enabled and implemented using the existing HR software of MyZone. This has been implemented in Mumbai during the current year and will be rolled out across all regions during this year. HUMAN RESOURCE DEPARTMENT

29. SWOT ANALYSIS OF MOTILAL OSWAL

30. SWOT ANALYSIS OF MOTILAL OSWAL Strengths  Large and diverse distribution network  Strong research and sales teams  Brand recognition  Experienced top management  Strong financial results Weaknesses  Charges are high compare to other companies in industry

32. SPECIALIZATION TOPICS

33. ANALYSIS OF ARCHIDPLY INDUSTRIES LIMITED ON ITS INITIAL PUBLIC OFFER (IPO)

34. IPO DETAILS 66,15,720 Total 23,15,502 Retail (35%) 9,92,358 Non-institutional (15%) 33,07,860 QIB (50%) 75 shares Minimum lot size 17th June 2008 Issue close date 11th June 2008 Issue open date 10 Face Value 70-80 Price band (Rs) 66,15,720 No. of shares on offer Woodpanel products Sector IPO of Archidply Industries Ltd.

35. IPO DETAILS Karvy Computershare Private Limited Registrar to this Issue Motilal Oswal Investment Advisors Private Limited Book Running Lead Manager 1. Setting up a new manufacturing facility of Plain Particle Board (PPB), Pre Laminated Board (PLB) and decorative plywood at Chintamani in Karnataka. 2. Setting up a new manufacturing capacity for medium density fibreboard (MDF) at Rudrapur in Uttarakhand. 3. Margin Money for Working Capital. Objects of the Issue BSE, NSE Listing 2,20,00,000 Equity Shares o/s after the Issue 66,15,720 Equity Shares offered through IPO 1,53,84,280 Equity Shares o/s prior to the Issue

36. IPO Grading ICRA Limited has assigned an IPO Grade 3 (pronounced ‘three on five’), indicating average fundamentals. ICRA assigns IPO grading on a scale of IPO Grade 5 through IPO Grade 1, with Grade 5 indicating strong fundamentals and Grade 1 indicating poor fundamentals.” IPO DETAILS

37. GENERAL INFORMATION Name of company: Archidply Industries Limited Sector/industry: Wood Panel Products Registered and 29/2, G.K. Manor, Corporate office: 1st Floor, Nehru Nagar Circle, Seshadripuram, Bangalore – 560 020, Website: www.archidply.com Promoters: Mr. Deen Dayal Daga – CMD, Mr. Shyam Daga – Joint Managing Director and CFO Mr. Rajiv Daga - Director and Assam Timber Products Private Limited

38. INDUSTRY OVERVIEW Plywood Industry in India Today, India is one of the most exciting and emerging markets with a robust economy that is expected to expand further. With a growing population of Indians who have a higher disposable income, the domestic market for the woodworking industry is ripe and ready to be harvested. In the recent years architects, designers, furniture manufacturers and consumers in India are becoming interested in high value timber applications and high quality finished wood products. There is a big demand for modular office furniture and workstations. There was no restriction of putting up plywood Mill upto 1970 . The Wood based Industry was under Compulsory Industrial Licensing from 1988 whether a small scale unit or a Large/Medium unit, new undertaking or substantial expansion would require Industrial License. In 1997 the Government of India totally de-licensed wood based industry as a result more than 2000 small-scale units coming up

39. Production The production of Commercial plywood, decorative plywood, blockboards, Flushdoors, veneers, particleboard, Hard/Soft boards and medium density fibreboard (MDF). INDUSTRY OVERVIEW 42,982 1,22,579 1,54,059 M.T. Hard/Soft Board 56,315 60,030 70,644 M.T. Medium Density Fibre 78,77,585 28,79,851 3,56,42,575 SQM Veneers 81,214 47,124 56,705 M.T. Particle Board 21.67 20.73 24.44 M2 – 4MM Plywood 2006-07 2005-06 2004-05 Unit Particulars

40. INDUSTRY OVERVIEW Industry Trends in India Broadly the wood panel and decorative surfacing products come under the building material category and can be further narrowed down to interior infrastructure or interior solution sector. The sector is witnessing tremendous growth driven by Retail stores (fast expanding chain of stores) Large firms, corporate spaces (IT and BPO sector) Hospitality sector (restaurant, lounges, hotel and resorts etc.) Services sector (banking and financial services like new banks) Entertainment sector (like multiplexes) Housing sector Hospital and health care Infrastructure projects (like airports, railways, SEZs) etc.

41. Industry Trends in India Government is also encouraging this sector by reducing the excise duty from 16% to 8% in the financial bill 2007. Also some of the state government like Delhi, Utter Pradesh, West Bengal, Madhyapradesh have reduced the VAT from 12.5% to 4% in the recent past. Major Companies Archidply Industries Greenply Industries Novopan Industries Uniply Industries Century Plyboard INDUSTRY OVERVIEW

42. BUSINESS INFORMATION OVERVIEW OF THE COMPANY Archidply Industries Limited is the flagship company of the Archidply group. There promoters have been associated with plywood manufacturing for more than 30 years. Company was incorporated in 1995 and today, they are modern state-of-the-art manufacturers of wood panel products and decorative surfacing products in two locations, Rudrapur and Mysore , with a network of branches, distributors and dealers across India.

44. BOARD OF DIRECTORS BUSINESS INFORMATION The Board comprises of: Independent Director Mr. Bharathkumar Hukumchand Rathi 8 Independent Director Mr. Kamal Kishore Taparia 7 Independent Director Mr. Narayan Subrao Adkoli 6 Independent Director Mr. Mohammed Shahid Aftab 5 Director (Technical) Mr. Krishna Kant Somani 4 Executive Director Mr. Rajiv D. Daga 3 Joint Managing Director Mr. Shyam D. Daga 2 Chairman and Managing Director Mr. Deen Dayal Daga 1 Designation Name Sr. No.

45. BUSINESS INFORMATION BRANDS Archidply “ premium segment” Silvi “ middle segment “ Pureply “ premium plywood product”

46. SELLING & DISTRIBUTION NETWORK BUSINESS INFORMATION Distribution Chandelles a) Factory -> Company Depot -> Distributor -> Dealer -> Consumer b) Factory -> Distributor -> Dealer -> Consumer c) Factory -> Large Contractors/ Large Builders 586 143 25 61 61 23 Total 108 12 3 20 20 3 West 256 56 4 12 12 4 South 72 21 8 8 8 5 East 150 54 10 21 21 11 North No. of Dealers City States No. of Distributor City States Dealers Network Distributors Network Region

47. BUSINESS INFORMATION SELLING & DISTRIBUTION NETWORK

48. MAJOR CUSTOMERS Products are used for interior and construction work, the main customers for the products are individual houses, bungalows, Apartment builders, Government organization like CPWD, Banks, Software Offices, Hotels etc. The products have been specified in various leading projects such as HIndalco, BSNL, Bank of India, Appollo Hospital, ABN AMRO, Punjab National bank, Hotel Leela Venture, BHEL, to name a few. BUSINESS INFORMATION

49. COMPETITION Their major competitors in plywood, decorative veneers and decorative laminates are Greenply and Century Ply . In pre laminated particle board segment, they face competition with Novapan . Company and the wood based industry in general continue to face competition from the unorganized sector. BUSINESS INFORMATION

50. INFRASTRUCTURE FACILITIES Raw Material Labour Water Electricity Pollution Control BUSINESS INFORMATION Raw Material Cost (Rs. in lakhs) % of Raw Material Consumed to 57.28% 63.88% Total Income Cost of Goods Sold 3,781.73 6,428.18 Total Income 6,602.63 10,062.88 Particulars For the half year ended For the year ended September 30, 2007 March 31, 2007

51. BUSINESS INFORMATION SOCIAL RESPONSIBILITY

52. HUMAN RESOURCE At present they have the total strength of 531 permanent employees (including workmen) in various departments. The details of which are given as below: They have not experienced any material strikes, work stoppages, labour disputes or actions by or with their employees. BUSINESS INFORMATION 531 Total 233 Skilled & Unskilled Workers 7 20 Administrative staff 6 137 Marketing Personnel 5 94 Technical Personnel 4 05 Human Resource Personnel 3 34 Finance & Accounts Personnel 2 08 Top Management Personnel 1 Number of Employees Category Sr. No.

53. FINANCIAL INFORMATION BUSINESS INFORMATION Profit and Loss A/c PAT 53 143 - Preli. Pre op. Exp. 1 0 - Tax 11 18 - Interest 40 70 - Depreciation 26 37 + Other income 8 11 Operating Profit 123 258 - Operating Expenses 835 1,102 Total Income 959 1,359 Increase /(Decrease) in Inventory 59 - Net Sales 900 1,359 Income (Rs m) Y/E MARCH MAR-07 MAR-08

54. FINANCIAL INFORMATION BUSINESS INFORMATION Balance Sheet (Rs m) Capital Deployed 827 967 Cash 27 51 Working capital 388 506 Investments 0 0 Fixed Assets 412 409 Capital Employed 827 967 Deferred Tax Liability 5 2 Debt (LT+ST) 549 541 Net Worth 272 424 Y/E MARCH MAR-07 MAR-08

56. Strength The Promoter/ Directors are well experienced in this industry. Company has wide sales network. The trade name is already established in the market. Company is allotting funds every year for the advertisement. Government Incentives Locational Advantage Weaknesses Once the unit is established, the entire unit would be looked after by professional people and not by the main Promoters. The main Promoter will visit the unit at regular intervals. SWOT ANALYSIS

57. Opportunities New industry to near by area Positive industry outlook (Growth rate @ 30%) Threat Change in government policy regarding excise duty Delay in implementation Threat from unorganized sector Realty sector – Primary growth driver Pending license to manufacture MDF SWOT ANALYSIS

58. RESEARCH

59. RESEARCH ON “ ARARENESS REGARDING STOCK MARKET” PROBLEM IDENTIFICATION I have conducted study on awareness regarding stock market. Now, Motilal Oswal wants to know about the investment instruments used by the people of Rajkot city. It also wants to know how to educate people about stock market. It wants to know sources which are affecting to the decision of client to invest in stock market.

61. RESEARCH INSTRUMENT QUESTIONNAIRE SAMPLING METHOD : Convenient sampling method SAMPLE UNIT : Those who are investing in different investment Options SAMPLE SIZE : 100 samples Type of Questionnaire : Structured Type of Questions : Closed ended questions No of Questions : 12 Place : RAJKOT CITY

65. DATA ANALYSIS & INTERPRETATION AGE GROUP WISE RESPONDENTS 100 Total 07 Above 61 14 51 – 60 22 41 – 50 26 31 – 40 31 21 – 30 No. of respondents Age

66. DATA ANALYSIS & INTERPRETATION EDUCATION QUALIFICATION WISE RESPONDENTS 100 Total 01 Illiterate 26 Professional 27 Post-Graduate 22 Graduate 24 Under-Graduate No. of respondents Education qualification

67. DATA ANALYSIS & INTERPRETATION OCCUPATION WISE DISTRIBUTION OF RESPONDENTS 100 Total 11 Others 18 Student 21 Employee 34 Businessman 16 Professional No. of respondents Occupation

68. DATA ANALYSIS & INTERPRETATION INVESTMENT IN DIFFERENT INVESTMENT INSTRUMENTS 04 Other 78 Jewellery 16 Pension Fund 10 P.P.F 19 Postal Scheme 07 Bonds/Debenture 26 Govt. Securities 54 Real Estate 61 Insurance 87 Shares/Equity 49 Mutual Fund 57 Bank Fixed Deposit No. of Investors Investment options

69. DATA ANALYSIS & INTERPRETATION INVESTMENT IN DIFFERENT INVESTMENT INSTRUMENTS

70. DATA ANALYSIS & INTERPRETATION DO YOU INVEST IN STOCK MARKET? 100 13 87 Total Do Not Invest (No) Invest (Yes)

71. DATA ANALYSIS & INTERPRETATION HOW TO INVEST IN STOCKS 38 Both 23 Secondary Market 26 IPO’s No. of Investors

72. DATA ANALYSIS & INTERPRETATION FACTORS CONSIDERED IN INVESTMENT 27 36 17 20 Regular Income 48 22 19 11 Speculation 11 24 40 25 High return 14 18 24 44 Safety of investment 4 th Rank 3 rd Rank 2 nd Rank 1 st Rank

73. DATA ANALYSIS & INTERPRETATION

74. DATA ANALYSIS & INTERPRETATION

75. DATA ANALYSIS & INTERPRETATION

76. DATA ANALYSIS & INTERPRETATION INVESTMENT INSTRUMENT IN WHICH PEOPLE WANT TO INVEST 35 Others 43 Commodity 39 Derivatives 37 Equity No. of Investors Instruments

77. DATA ANALYSIS & INTERPRETATION THE CONSTRAINTS WHICH ARE AFFECTING THE INVESTMENT IN STOCK MARKET 07 Other 38 Lack of Guidance 11 Regulatory constraints 23 Risk taking ability 29 Fund facilities 47 Lack of knowledge Nos. Constraints

78. DATA ANALYSIS & INTERPRETATION DECISION TAKEN BY INVESTORS WHILE INVESTING INTO STOCK MARKET 15 Internet 19 Business Magazines 31 Business Newspapers 23 Well-known stock broking house 43 News Channels 14 Advice from CA/Tax Consultant 56 Broker's/Agent's Advice 12 Advice from friends/colleagues 41 Independently Percentage Factors

79. DATA ANALYSIS & INTERPRETATION DECISION TAKEN BY INVESTORS WHILE INVESTING INTO STOCK MARKET

80. DATA ANALYSIS & INTERPRETATION TOOLS PERFERED BY PEOPLE WHILE LEARNING ABOUT STOK MARKET 67 Self-Experience 29 Seminars 26 Internet 21 Documentaries 31 Classroom Training 38 Literature No. of responses Tools

82. Thank You Motilal Oswal Financial Services Ltd. Regd Office: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (W), Mumbai - 400 064.