icici securities ltd

7/23/2019 Icici Securities Ltd

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ICICI Securities Ltd.MUTUAL FUND SIMPLIFIED


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ICICI Group

The Industrial Credit and Investment Corporation of India

Limited (ICICI) incorporated at the initiative of the World

Bank.

ICICI Bank

ICICI Prudential Life Insurance Compan

ICICI Securities Limited

ICICI Lom!ard General Insurance Compan

ICICI Prudential "sset #ana$ement Compan ICICI %enture
http://www.icicibank.com/http://www.iciciprulife.com/public/default.htmhttp://www.icicisecurities.com/https://www.icicilombard.com/http://www.icicipruamc.com/http://www.iciciventure.com/http://www.iciciventure.com/http://www.icicipruamc.com/https://www.icicilombard.com/https://www.icicilombard.com/http://www.icicisecurities.com/http://www.iciciprulife.com/public/default.htmhttp://www.icicibank.com/


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"!out ICICI securities

ICICI Securities Ltd is an inte$rated securities firm offerin$ a

&ide ran$e of services includin$ investment !ankin$'

institutional !rokin$' retail !rokin$' private &ealth

mana$ement' and financial product distri!ution.

eaduarter * #um!ai

+perates ,, cities and to&ns in India .

Glo!al offices in Sin$apore and

-e& ork.


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/e people

#s. Chanda 0. /ochhar'Chairperson

#r. 1da Chitale' Independent 0irector

#r. %inod /umar 0hall' Independent 0irector #s. 2arin 0aru&ala' 0irector

#s. Shilpa /umar' 0irector

#r. "nup Ba$chi' #ana$in$ 0irector 3 C4+

#r. "5a Saraf' 46ecutive 0irector


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Products and Services

4uit

0erivatives

Currenc

#utual 7unds

4T7

Life Insurance

General Insurance

708Bonds

Loans

Ta6

eLocker

Trade 9acer
http://content.icicidirect.com/newsiteContent/ProductService/Share-market-Equity.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-Derivatives.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-Currency.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-MutualFunds.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-ETF.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-LifeInsurance.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-GeneralInsurance.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-FIXEDDEPOSITSBONDS.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-Loans.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-Tax.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-eLocker.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-TradeRacer.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-TradeRacer.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-eLocker.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-Tax.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-Loans.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-FIXEDDEPOSITSBONDS.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-GeneralInsurance.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-LifeInsurance.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-ETF.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-MutualFunds.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-Currency.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-Derivatives.asphttp://content.icicidirect.com/newsiteContent/ProductService/Share-market-Equity.asp


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#arket share

ICICI Securities Ltd is the lar$est inte$rated securities firm

coverin$ the needs of corporate and retail customers throu$h

investment !ankin$' institutional !rokin$' retail !rokin$ and

financial product distri!ution !usinesses.

-o. : in Securities #arket in India

Top plaer in #utual fund industr.

Providin$ all the services throu$h ICICI

0irect online portal
http://www.icicisecurities.com/http://www.icicisecurities.com/


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#a5or Competitors

07C S4C19ITI4S

I-0I" B1LLS

/+T"/ S4C19ITI4S

S"94 /"- S4C19ITI4S

#+TIL"L +SW"L

"-G4L B9+/I-G


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9evenue model


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Future plans

Securities Transaction Ta6 (STT) at ;.; on turnover(Sell transactions onl)

S4BI turnover char$es at ;.;;; on turnover.

Interest on Late Pament &ill !e char$ed ? ;.;,=> per da on all delaed paments


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CSR initiatives

Door Step School- +ne of the most

lon$ standin$ associations has !een

&ith 0oor Step' a -G+ focused on

spreadin$ education to children

residin$ in the slums.

Muktangan@ ICICI Securities has

also adopted the pre@primar section

of a municipal school in Lo&erParel' #um!ai. This school is run !

the Para$on Charita!le Trust throu$h

their CS+ called #uktan$an
http://www.doorstepschool.org/http://www.muktanganedu.org/http://www.muktanganedu.org/http://www.doorstepschool.org/


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#utual 7und

A mutual fund is the trust that pools the savings of a number of

investors who share a common financial goal.

A "n!od &ith an investi!le surplus of as little as a fe& hundred rupees

can invest in #utual 7unds. The mone thus collected is then invested ! the fund mana$er in different

tpes of securities.

It $ives the market returns and not assured returns.

Investment in #utual 7und is the most cost efficient as it offers the lo&est

char$e to the investor


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"dvanta$es of #7

Professional mana$ement

9eduction in transaction costs

Portfolio diversification

Convenience

Liuidit

Transparenc

Ta6 !enefits


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9eturns from a #utual 7und

1. Capital appreciation:

"s the value of securities in the fund increases' the funds unit price &ill

also increase. ou can make a profit ! sellin$ the units at a price hi$her

than at &hich ou !ou$ht .

2. Income Distribution:

The fund distri!utes part of the appreciation to the investors asdividend.


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SIP project


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P9+4CT +B4CTI%4S

To understand the clientsD response to&ard mutual fund

throu$h conductin$ meetin$s.

To find out the reasons &h man clients not investin$

throu$h ICICI direct.

#akin$ them a&are a!out ICICI direct online portal .

7ind out the reasons &h the stop investin$ &ith ICICI

securities.

#ake them a&are ho& mutual fund &orks

Guide them step ! step ho& the invest throu$h ICICI direct

online portal.


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contacted !"#

not contacted $%#

appoi&t&ent 'i(ed ")

&et %*

'eed+ac, ta,en --

contacted

not contacted

appoi&t&ent 'i(ed

&et

'eed+ac, ta,en


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FINDIN.S and SU..ESTI/NS
http://var/www/apps/conversion/tmp/scratch_7/FINDINGS.docxhttp://var/www/apps/conversion/tmp/scratch_7/FINDINGS.docx


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Learnin$

Interpersonal skills

Presentation skills -e$otiation skills

7inancial products kno&led$e


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THANK YOU

icici securities ltd

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