EXECUTIVE SUMMARY

Student Information

Name: Prachi Das Phone Number: 7678633722

Enrolment Number: 20BSP1623 E-mail Id: prachidas3578@gmail.com

Organization Description:

Concept: While doing internship at Sharekhan, we were exposed to live market hours, and
were later assigned the task to cross-sell D-MAT account to different people in Delhi NCR.

Industry: Financial Services

Name and Address: Sharekhan, 2E/25, Ground Floor, Jhandewalan Extension, New Delhi,
Delhi 110055

Title of SIP Report: Risk Perception and Portfolio Management of Equity Investors

Objectives of SIP:

 Understand the perception of stakeholders regarding their risk-taking ability

 Analyze the factors that influence investor’s decision
 Create awareness about the risk-reward associated with investment in financial
markets
 Analyze and implement strategies to have and manage the portfolio

Background: Share khan is one of the leading retail brokerage firm which offers broad
range of financial products and services to its customers, executives, etc., such as securities
brokerage, loan against shares, ESOP financing, IPO financing, investment into mutual fund,
and portfolio management.

Methodology used: Descriptive Study on secondary data on the basis of Sharekhan

website, moneycontrol website and analysis tools.

Findings and Conclusion: The present research has been conducted to perform an
experiential analysis of investor's perception of risk and returns in the Indian Stock Market
which depicts an accurate perception of the stock market which is of paramount importance
to understand the perception of the stakeholder and the prejudices that affect those
perceptions. So, the research tends to reveal the association of investment decision with the
demographical factors. It thereby demonstrates opinion from peer network, broker’s advice
etc., which become the major factors that influence the decision that investors consider before
investing. Furthermore, this study was conducted during stressed market times, which then
exhibits the investor's opinion of the market in short-run. The study reveals that the investors
in Delhi NCR city are not aware of portfolio which would minimize risk and maximize the
return. Also, it is clear that the investors have moderate level of understanding about risk.

Recommendations:
 Investors to think beyond the traditional avenues of the investment.
 A regular investor-friendly seminar can be organized to suit the timings of the
investing public. For instance, such seminars can be interactive sessions, arranged at
frequent intervals in organizations.