Investor Knowledge Program

Transcription

1 Investor Knowledge Program

2 Summary - Investor Knowledge Programme Reasons to invest in Equity Products and features on ICICIdirect.com Research on ICICIdirect.com New features Trading Platforms Questions & Answers session

3 Why to invest in Equity? Expected GDP value to increase approximately 3 times to 6655 (Bn $) till FY 2020 shows attractive demographics. Increase in affordability, competitiveness in Exports, Increased unit sales all point to a sustained economic growth ahead

4 Indian Economy- Attractive Demographics, turning better More than 50% of the population of India in below the age of 40 years. Increase in working population is a plus for GDP growth

5 India Gross Domestic Product (GDP) vs World GDP Source : Trading Economics As can be seen from table above, there is low correlation between en India and World GDP growth; impact of European crisis / slowdown in West should have marginal impact t on India

6 Comparison of investment in Equity with other asset classes Years of investment 10

7 Sensex Rolling Annualized Returns As can be seen from table above, the overall yearly returns show that the investments made for more than 3 years have attracted no negative returns throughout.

8 How to Choose right Stock? The Funnel Approach ECONOMY INDUSTRY COMPANY How to Research a Stock? Step 1: Check the fundamentals What is the company's business? Is it financially sound? Is it growing? Step 2: See the price history Check the top- line and bottom- line performance Step 3: Check the price target How much are investors likely to pay for the stock in the future Step 4: Check the catalyst. What catalysts will change investor's perception of the stock in the future Step 5: Compare with other How does the stock fare compared to others in the industry Step 6: Check recent developments Check out the recent developments in the company

9 Stock Selection : The 2 by 2 Matrix Rule The health of a stock's sector is as important as the performance e of the individual stock itself. In other words even the best stock located in a weak sector may perform poorly because that sector is out of favor.

10 Advantages of Equity Investment Dividend Yield Source of Return - Dividend-paying securities offer the potential for both capital growth and income. Low Relative Volatility - Dividends have helped buffer portfolio losses when equity prices have declined. Liquidity Stocks are liquid investments, which means you have a ready market to sell your stocks when you want. You can create liquidity when required with just a click of button. ton.. Capital Gains If you hold your stock investment for more than 12 months, then you do not attract any taxes. Equity Investments also offer advantages like Rights Issue, Stock splits, Bonus shares offered by the companies to it s shareholders.

11 Equity Capital Gains You can any time verify or calculate your Short term or Long term capital status through ICICIdirect.com Long Term capital gains do not attract any tax.

12 Product offering from ICICIdirect.com

13 One Stop Financial Solution ICICIdirect.com Broking Products Equity Derivatives IPO Overseas Trading Flexi Cash/ T+5 Futures Book Bldg Overseas Trading SEP Options Fix Price ETF Margin Broker Currency Futures BTST Stock Options Margin Client Shares as margin Offer for Sale Index Options Margin Plus Option Plus VTC Future Plus SPOT Futures Plus with stop loss BTST

14 Delivery based Products

15 Cash or Delivery based product Ideal for beginners and for investors who are looking for medium and long term capital appreciation / wealth creation from the equity market

16 Flexi Cash/ T+5 Buy stocks today with 11-31% funds and bring the remaining funds in T+5 days You can also square off position within T + 5 working days without bringing the additional funds To track position, visit Margin Position page (on T day) / Pending for Delivery page (after T day) LPC of 0.065% will be levied for the outstanding amount till the time client brings the funds or the position is squared off

17 Systematic Equity Plan Simple and disciplined approach towards investment Adopts Rupee Cost Averaging Basis of Investment could be Amount or Quantity Interval could be Daily/ Weekly/ Fortnightly/ Monthly basis

18 Cash on Spot A product which provides emergency fund requirements through same day pay-out for sold shares

19 Buy Today Sell Tomorrow (BTST) Buy Today Sell Tomorrow (BTST) is a service wherein you would be able to sell the shares that you have purchased even before you receive the delivery of the shares from the stock exchange.

20 Valid Till Cancel (VTC) Place a limit order, which remains valid upto 45 days Order gets executed only when the stock reaches your desired level Facility available on NSE and BSE.

21 Offer For Sale (OFS) Facility allowed by (SEBI) in order to facilitate promoters to dilute/offload their holding in listed companies in a transparent manner with wider participation in the market through a separate window provided by the Stock Exchange(s).

22 Offer For Sale - Returns

23 Offer For Sale - Benefits A minimum of 10% of the offer reserved for Retail customers Discount for retail investors in prices over the current market price You can modify or cancel the bids during the offer period No restriction on number of bids from single buyer No additional charges to place your bids under OFS. Normal brokerage rage as per your plan would be charged. Less time consuming due to automation & process involved You can buy through offer for sale in discounted rates and sell in secondary market at market value

24 Shares as Margin Existing shares in your demat can be used for trading or creating fresh positions Don't lose Intra-day Market opportunity and trade in Flexi Cash, Margin,, Futures and Options by keeping Shares As Margin No charges for blocking or unblocking of shares If you see an investment opportunity today in a stock and it will take 4-5 days to arrange funds, use your existing stocks as margin and buy without bringing any additional cash immediately.

25 Research Recommendations on Delivery Products

26 ICLICK 2 INVEST

27 Research on Customer holdings

28 Research Recommendations

29 Detailed Company Research This feature gives all the information pertaining to the Company you wish to Research Provides Complete Company profile with Financial ratios, History, Corporate actions and many more add-ons.

30 WEEKLY MAGAZINE Equity Pulse

31 Intraday trading products

32 Margin Broker Mode Intraday product (Position valid for a day) Funds required to take position is as low as 2% of the entire Transaction Value Option to take delivery or exit by squaring off, anytime during the trading hours Option to carry forward the position by converting mode to Client mode

33 Margin Plus Intraday Position with 0.5-4% margin Position with Compulsory Stop Loss Trigger Price Additional feature to place Limit Order to book profit with Profit order

34 Research recommendations on Intraday Products

35 I CLICK 2 GAIN

36 Trading Recommendations

37 Market Research

38 Our Value Propositions

39 Stock Information Stock information gives you bird s eye view of the trading sentiments on that stock in market. It will give you the summary, technical parameters, corporate actions, analyst estimates, tes, financial ratios or Yearly highs or lows at a click.

40 Customised Alerts Customised Alerts Mechanism of sending alerts by way of SMS and Mailers to customers keeping in view basic requirement of update on his/her portfolio. o. This facility helps you to track your portfolios efficiently, keeping k abreast of any significant movement on stocks & take appropriate action.

41 Direct Alerts Direct Alerts It is a facility through which customers can set alerts on there chosen stocks at defined price or at 52 week high/lows. Customer will receive instant SMS on stock touching the set price trigger. Customer can set upto 50 alerts at a point of time. This facility is offered free to customers and can be used through customer service page on ICICIdirect.com.

42 Services Click to Call Click to Call facility is available for any query on using ICICIdirect.com website and the products or features available. This Facility free call back facility, whereby you are connected to a team of specialized and trained officers who assist you with your queries. It is a facility to know stocks Last Traded Price instantly. I Quote Customer can send a SMS to typing <IQUOTE> space <STOCK CODE> and instantly they will receive a sms stating the Last traded price of stock in both NSE and BSE. The facility is chargeable at Rs 3 per SMS.

43 E-voting

44 ICICIdirect.com Trading Platforms

45 Trading Platforms Trade Racer

46 Trading Platforms Low Bandwidth Site Call-n-Trade Fast and instant access to portfolio, trade details, order book and live research recommendations along with Order Placement Facility. It is available on all Internet Mediums, without being dependent on any OS/Platform. This makes it easy to access from any mobile. 'Call-n-Trade' facility which enables you to instantly place orders over the phone. Step 1 :Dial Call-n-Trade number of your region Step 2 :Choose the product code in which you would like to place order Eg : Press 1 for Equity, Press 2 for derivatives etc and you will get connected to the concerned officer.

47 Call N Trade Contact numbers

48 Help-Desk Easy Mail Service

49 Generate your ICICIdirect.com password with ease

50 New Site Tour

51 Simply login ICICIdirect.com Account Benefits Click on Equity Buy option to start investing in Cash

52 Categorized Menu Streamlined and categorized menu to make it easier for the customer to select from aligned options.

53 Quick Access toolkit The Quick Access toolbar on the top is customizable and gives one-click access to 10 of your favourite links at any times.

54 Step 1: Click on the Quick Access option to customize your link

55 Step 2: Select and customize your favourite links

56 Step 3: Customise yourself: Choose your favourite links

57 One place Order book/ Trade book

58 Value Added Services

59 fingertips A Real time analytics platform that equips Trader to have a better catch of F&O Market.

60 What s hot on ICICIdirect.com The feature enlists top 10 stocks ICICIdirect customers are buying or selling to help you make an informed and incisive decision based on what s trending

61 Portfolio features Portfolio Annual Statements offers you all the features under one section. The new feature like Portfolio X-Ray Report offers you detailed view of your consolidated Portfolio.

62 Short-cuts The logged in section provides direct access to short- cuts for features like evoting, elocker, Downloading Trade Racer, Instahelp.

63 Recommendations All the trading and Investment recommendations are available on the homepage to help you making and informed decision.

64 Request you to please submit the feedback form Thank You