INTERNSHIP REPORT

B.S.Abdur Rahman Crescent Institute of Science And Technology

GST Road, vandalur, chennai - 600048

DEPARTMENT OF COMMERCE

BY

LOHITHAA V
RRN : 201291601196
COURSE : B.COM ( General ) SECTION : “D”
BATCH : 2020 - 2023.

Submission date of the Internship Report

01.09.2022

B.S.Abdur Rahman Crescent Institute Of Science And Technology

2. RECOMMENDATION LETTER :

3. OFFER LETTER :
4. INTERNSHIP COMPLETION CERTIFICATE :
5. ACKNOWLEDGEMENT :

First of all, I express my Heartiest Gratitude to,

❖ Mr. VIJAYA KUMAR.V , the Founder cum Chairman,

❖ Mrs. SIBITHA.V, Managing Director of ZEBU SHARE AND WEALTH
MANAGEMENTS PRIVATE LIMITED for giving me the opportunity to do an
internship within the organisation.

I am highly indebted to,

❖ Mrs. YAZHARSI Manager (HR) and for the facilities provided to accomplish
this internship.

I wish to convey my best thanks to,

❖ Mr. RAMASWAMY.A and Mr. SASIKUMAR for being helpful in making things
clear and also other department staff who worked with me in ZEBU SHARE
AND WEALTH MANAGEMENTS PRIVATE LIMITED in which their patience and
openness created an enjoyable working environment.

I would like to thank our Honorable Chancellor, Pro Chancellor, Vice Chancellor,
Registrar and Dean of Commerce for their initiative and continuous support
throughout this internship.

I am sincerely obliged to thank our

❖ Dr. AFZALUR RAHMAN, HOD, Professor and Head of Commerce.

❖ Dr. R. MARY ANGELIN, Class Advisor.

I hope that I can build upon the experience and deep knowledge which I have
gained during this internship and can make a valuable contribution to this
company in the near future.
6. EXECUTIVE SUMMARY :

This is an Internship Report which is prepared at “ZEBU SHARE AND WEALTH

MANAGEMENTS PRIVATE LIMITED” which encloses details of the work done and
the activities performed by me and has been trained in the sales department of
this organisation. As an internee, I did my internship in the field of sales
department, for a period of more than 80 hours, where I learned some
important procedures & doings along with their techniques. In this report, I have
disclosed an overview of the company and the departments associated within
this regime. It also reports my daily summary of the tasks done,observations and
conclusions made by me during the internship period.

TABLE OF CONTENT
1) Title Page …...................................................................................................

2) Recommendation Letter ..........................................................................

3) Offer Letter .............................................................................................

4) Completion Letter .................................................................................

5) Acknowledgement .........................................................................
 6) Executive Summary ...............................................................................

7) Overview of the Organisation ................................................................

8) Plan Of My Internship Program ............................................................

9) Attendance Sheet ....................................................................................

10) Important Happenings of the first day ...............................................

11) Leave Disclosure ....................................................................................

12) Work samples ............................................................................................

13) Critical analysis .....................................................................................

14) Conclusion .....................................................................................

15) Lessons Learnt .......................................................................................

16) Account opening Form ..........................................................................

17) Report on what I learnt ................................................................. ...........

7. OVERVIEW OF THE ORGANISATION :

ZEBU SHARE AND WEALTH MANAGEMENTS

PRIVATE LIMITED

HEAD OFFICE : Door. no 127, 1 st floor, PSK Booshanam Mahal, 100 feet bypass
road, Velachery, Chennai - 600042.

PHONE NUMBER : (+91) 9380108010

EMAIL ID : aasist@zebuetrade.com
ABOUT : Zebu share and wealth managements private limited is a Non-
government company, incorporated on 24 july, 2013.its a private unlisted
company and is classified as ‘Company limited by shares’.

Zebu share and wealth management private limited is Majorily null business
from last 9 years and currently, Company operations are active.

MISSION : To empower traders and investors to unleash their potential by

supporting them with technology that is sensible and easy-to-use.

LOGO :

Why zebu was founded ?

Zebu was founded with a shared understanding of what the Indian trader lacked
to become profitable.

They started off with the aim of filling the technological and service gap that
hindered traders’ and investors’ growth to increased returns.

They constantly roll our products and services that serve every intricate need of
a demanding trader, including powerful trading platforms across devices, a single
margin for trading across asset classes, and an order generator for research
analysts and investment advisors.

Vijayakumar .V
Founder , CEO

THEY VALUE FOR :

✔ Process Orientation
Enjoy consistent and reliable high-quality services.

✔ Technology Adoption
Benefit from our powerful and user-friendly trading tools.

✔ 360o Awareness
Profit from our awareness of emerging industry trends.

✔ Complete Transparency
Rest assured of no hidden costs and fulfilled commitments.

✔ All for One, One for All

An Open Office work culture that brings out the best in all of us.

BRANCHES :

They have their branches in 7 different cities. They are :

❖ Chennai
❖ Erode
❖ Trichy
❖ Madurai
❖ Hydrabed
❖ Kolkata
❖ Jaipur

Website http://www.zebuetrade.com
 Industries Financial Services

Company size 501-1000 employees

Headquarters Chennai, Tamilnadu

Type Privately Held

Founded 2017

Specialties stock broker, financial services,

Investment and Trading, commodity
broker, porfolio managment services,
and mutual funds

COMPANY DETAILS :

CIN U67120TZ2013PTC019704

Company Name ZEBU SHARE AND WEALTH MANAGEMENTS

PRIVATE LIMITED

Company Status Active

RoC RoC-Coimbatore

Registration Number 19704

 Company Category Company limited by Shares

Company Sub Category Non-govt company

Class of Company Private

Date of Incorporation 24 July 2013

Age of Company 9 years, 1 month, 8 days

Activity Activities auxiliary to financial

intermediation, except insurance and
pension funding.[This Group includes
activities involved in or closely related to
financial inter-mediation other than
insurance and pension funding but not
themselves involving financial inter-
mediation].

Share Capital & Number of Employees

 Authorised Capital ₹46,500,000

Paid up capital ₹46,222,000

DEPARTMENTS INSIDE ZEBU Pvt.Ltd., Company :

● Finance Department
● HR Department
● Risk Management
● Support team
● Complains Department
● DP Department
● IT Team
● Sales Department
● Marketing Department
● KYC - Know Your Customer

8. PLAN OF MY INTERNSHIP PROGRAM :

➔ THE BRANCH/AREA OFFICE OF THE ORGANISATION WHERE I DID MY

INTERNSHIP

ZEBU SHARE AND WEALTH MANAGEMENTS

PRIVATE LIMITED

Door. no 127, 1 st floor, PSK Booshanam Mahal, 100 feet

bypass road, Velachery, Chennai - 600042.
➔ STARTING AND ENDING DATES OF INTERNSHIP

STARTING DATE : 08th August, 2022.

ENDING DATE : 20th August, 2022.

➔ DEPARTMENTS UNDER WHICH I GOT TRAINING

SALES DEPARTMENT

➔ TRAINING PROGRAM

⮚ Attended clients

⮚ Call Learned how to open Demat account & learned what are the uses
of opening the demat account.

9. ATTENDANCE SHEET :

SL.NO DATE & DAY TIMING HOURS DESCRIPTION ON TASK DONE

1. 06\08\2022 9.00 am to 9hrs ● Learn about how to rise a

Saturday 6pm capital for business.
● Introduction to the stock
market.
● Types of market
● Structure of stock market

2. 08\08\2022 9.00 am to 9hrs ● Inflation

Monday 6pm ● Different types of ways to
invest
● Interest percentages
● To open a account to
invest shares
● Depositary
 ● Benefits involved when we
buy a share

3. 09\09\2022 9.00 am to 9hrs ● Mutual fund

Tuesday 6pm ● Types of mutual fund
● Capitalization
● Navratna companies

4. 10\09\2022 9.00 am to 9hrs ● Currency Market

Wednesday 6pm ● Commodity Market
● How to list the IPO
● What to do with first
salary

5. 11\09\2022 9.00 am to 9hrs ● Visited MCX Office and

Thursday 6pm learnt how they function
and learnt briefly about
SEBI Guidelines.

6. 12\09\2022 9.00 am to 9hrs ● Passive income & Active

Friday 6pm income
● Term policy
● Health policy
● Emergency Fund

7. 16\09\2022 9.00 am to 9hrs ● How to split the face value

Tuesday 6pm and why do we split the
face value and its benefits

8. 17\09\2022 9.00 am to 9hrs ● Class about the stock

Wednesday 6pm market

9. 18\09\2022 9.00 am to 9hrs ● Briefly studied about the

Thursday 6pm Demat account and
Trading account

10. 19\09\2022 9.00 am to 9hrs ● Learned how to open the

Friday 6pm demat account
● What is KYC and its
process
● Opened a demat account
 and learned about it

11. 20\09\2022 9.00 am to 9hrs ● Learned how zebu mobile

Saturday 6pm app portal of demat
account
● Learned how to use the
zebu Demat account for
buying and selling the
stock and trade.

TOTAL HOURS WORKED : 99 hours

NO. OF DAYS : 11 days

10. IMPORTANT HAPPENINGS OF THE FIRST DAY :

Entering inside --- meet Security Office --- sign the visitors book ---
Introduced to HR & the Top Management ---- Factory tour --- meeting
departmental staff members --- allocate system --- assigned tasks ---
clearing doubts --- daily work register entry --- report to consigned
authority--- again signing the out-pass entry.

11. LEAVE DISCLOSURE :

No leave has been taken

------------------------------------------------------------------------------

12. WORK SAMPLES :

Learnt how to open a demat account :

Though the further steps has the private details we are unable upload the
screenshots of it but we written down the procedures below :

PROCESS INVOLVED TO OPEN A DEMAT ACCOUNT:

⮚ Phone Number (OTP will be sent)

⮚ Email (OTP will be sent)
⮚ PAN Number
⮚ Payment (To open a demat account we need to pay Rs.589/-including GST)
⮚ Aadhar Number (OTP Will be sent to verify)
⮚ Personal details (Mother name, Education, Occupation, Status, Annual
income)
⮚ Add your bank account (IFSC Code, Bank account number, account type)
⮚ Exchange selection
⮚ Uploading Proofs (Photo, PAN Card, Sign, Aadhar, Pass book copy)

Learnt how to use the zebu app & how to invest shares through
the app :

Step 1 :
Install the zebull V2 app

Step 2 :

Login to invest in zebu app

Step 3 :
Step 4 :

Step 5 :
Step 6 :

Step 7 :
Step 8 :

Step 9 :
 **********************************************************

13. CRITICAL ANALYSIS :

As per my study, it has been observed that there is no specific criticism on the
business of this organisation. It is good at planning & executing, customer
retaining, supply chain management, has rapport with its customers, banks as
well the employees. They have consistency, reliability and have more
transparency on their activities. They consider staff welfare as one of their
primary missions. As a result, 10 minutes of meditation programme is conducted
every morning & necessary services during their working hours are being
offered. It follows the principle of 6s’ such as Sort, Set in Order, Shine,
Standardise, Sustain & safety. Thus, it accounts for a peaceful, neat & clean
working environment.

14. CONCLUSION :

❖ The experience and knowledge during the internship at ZEBU SHARE AND
WEALTH MANAGEMENTS PRIVATE LIMITED was quite amazing. This
organisation has an excellent Environment, work culture, great minds and
delivers very high quality of work.
 ❖ During my internship I could see that the employees were really sincere,
lovely, work sharing, hardworking and very helpful.

❖ They abided by the rules and regulation of the organisation such as time
management, 6S Techniques (Sort, Set in Order, Shine, Standardise,
Sustain & Safety), Reading Company Policy and Staff welfare Meeting,etc.,

15. LESSONS LEARNT :

During this internship, as an intern I learnt the following lessons:

❖ Self-confidence, Socialisation, Punctuality, Dressing Code, Presence

at work, etc.

❖ Strong computer applications & Operating System skills like

Microsoft Excel, Word, PowerPoint.

❖ Excellent Verbal and Written communication skills, Problem Solving

Skills, Soft Skills, Interpersonal skill, Leadership skills, Time
Management skills and Teamwork skills.
15. REPORT ON WHAT I LEARNT :

INTRODUCTION

1) Raising Capital
2) DRHP
3) IPO&FPO
4) Types of Market
5) Department involved in Market
6) Inflation
7) Types of way for investment
8) Types of account
9) Benefits Involved in buying a share
10) Mutual Fund
11) Categories of Mutual fund
12) Systematic Methods of mutual fund
13) Classification of Market
14) Active Income &Passive Income
15) Navratna companies
16) Document needed for Demat Account
17) How to open Demat Account
1) Raising Capital
The process a business goes through in order to raise money. It is necessity for
the business. The ways to Raise Capital are
● Bank loan
● Jewel pledge or Assets
● Borrowings (family or neighbour)
● Partnership
● Shareholders

2) DRHP
A draft red herring prospectus (DRHP), also known as the offer document, is
prepared by the merchant bankers as a preliminary registration document for
companies looking to float an IPO for book building issues. It is the process
before initial public Offering.

3) IPO & FPO

An Initial Public Offering (IOP) is the process by which a private company can go
public by sale of its stocks to general public.
A Follow on Public Offering (FPO)is a process by which a company, which is
already listed on an exchange, issues new shares to the investors in.

4) TYPES OF MARKET
● Private Market
● Secondary Market
Private Market:
Public market is the exchange where a public company's securities are traded.
A company must first conduct an initial public offering (IPO) to offer securities
in the public market.
Secondary Market:
The secondary market is where investors buy and sell securities they already
own. It also known as follow on public Offering.
5) Department Involved in Stock Market

Central Government Finance Department

SEBI - Securities Exchange board of India

Exchanges
● NSE - National stock exchange
● BSE-Bombay stock exchange
● MCX-Multi Commodity exchange
● NCDEX-National Commodity & derivative exchange
● MSCI-Morgan Stanley Capital International

Brokers or Members

Clients or Investors

SEBI (Securities Exchange Stock Exchange)

SEBI is a market regulator, which controls the securities market in India. The
basic functions of SEBI is to protect the interests of investors in securities and to
promote and regulate the securities market. SEBI is run by its board of members.

6) INFLATION
Decrease in the value of money. The value of money decreases year by year. In
India yearly 7.50% inflation is happening.

For Example: When a real estate (land) cost ₹300 in the year of 1930 and
currently the same real estate Costing ₹1.5 crore the increase in the value of
money is known as Inflation.
7) Types of Ways for Investment
● Gold ornaments
● Land
● Fixed Deposit
● Gold Coins
● Shares
● Bank

The Interest Percentage in different fields of Investment

● Bank-5.50%
● Gold-9%
● Shares-12% & above
● Land-20% & above

"There is risk involved in Every Investments”

"There is Making Charge for Gold ornaments. So, we have risk of paying charge
for Gold. We also gain from gold coins but in 10% we get gold value from Gold is
9% Remaining 1% is may be Mixed up of copper, zinc, iron etc. for shaping the
gold... Therefore, investing in digital Gold is best.
"The Risk involved in land is there is no transparency Land is a liquidity so we
can't sale it at the time we want. But land have high values to and to gain profit
e.g., if a man buys a land for Rs.300 in 1980 and sell it in current year the value
of the Land had been increased he can sale land at more than Rs.3000000 ~The
Risk involved in Fixed deposit in bank are due to inflation or winding up of the
bank due to the poor shareholders are denied their benefits and they are not
able to withdraw their money. e.g., Nedungadi bank, Yes Bank, Lakshmi Vilas
Bank, also we gain only 5.50%interest.
"There is less risk in shares, Shares has the high benefits because there is
transparency in shares i.e., we can sell our shares according to our needs at any
time easily & we also receive the money earlier. Shares has the big return of
the investment money.
8) Types of Accounts (To invest in stock market)

● Demat Account
A demat account helps investors hold shares and securities in
an electronic format. This kind of account is also called a dematerialised
account.it is a share transaction. Demat accounts are maintained by two
depository organizations, the National Securities Depository Limited and the
Central Depository Services Limited.

CDSL-Central Depository Services Ltd.,

NSDL - National Securities & Depository Ltd.,

● Trading Account
A trading account can be any investment account containing
securities, cash or other holdings. There are 2 depository organization who
handles these accounts:
The company which has membership with CDSL will be called as Depository
Participants.
DEMAT A/C will handled by CDSL & NSDL TRADING A/C is handled by NSE &
BSE.

9) BENEFITS INVOLVED IN WHEN WE BUY SHARES

There are some benefits will be done to the shareholders of the company by the
particular Company. Some of the benefits are:
● Price Appreciation (Demand & supply decides the price Appreciation)
● Dividend (given is cash)
● Bonus (gives shares at free cost to the shareholders)
● Rights (gives the shares for the little cost)
● Split (they split the face value)
We get the Bonus, Dividend, Rights & Split from the face value. Not from the
market Price.
Spit example: Coal market price 200
Face value 10
shares-1000
Face value-5 shares-2000 Face value-1. Shares-10,000

10) Mutual Fund

Mutual fund plays a role between the companies & investors. They collect the
money from Public and invest them in different companies, because mutual fund
has a high knowledge About each company so they guide the investors.

11) CATEGORIES OF MUTUAL FUND CAPITAL

● Large cap fund

● Midcap fund
● Small cap fund
● Micro cap fund

12) Systematic Methods of Mutual fund

● Systematic investment plan (SIP)

● Systematic transfer plan (STP)
● Systematic withdrawal plan (SWP)

13) Classification of Market:

CAPITAL MARKET COMMODITY MARKET CURRENCY MARKET

Cash Future Future
Future Options Options
Options
EQUITY MARKET (Trading of shares)
● ITC
● Tata Steel
● Reliance
● (Companies come under NSE&BSE)

COMMODITY MARKET (Trading of metals)

● Gold

● Silver
● Copper
● Zinc (Abv all comes under MCX)
● Wheat
● Cotton
● Sugar
● Turmeric
● Pepper (Abv all comes under NCDEX)

CURRENCY MARKET
● USD vs INR
● JPN vs INR
● EURO vs INR
● Grp vs INR

14) Active and Passive income :

Active Income
Active income is commonly earned in the form of wages, salaries, tips,
commissions, and income from businesses in which you materially participate.

Passive income
Passive income is any money earned in a manner that does not require too
much effort forexample Invest In Stocks, Real Estate, Affiliate Marketing.
15) Navratna Companies :

1) Bharat Electronics Limited (BEL)

2) Container Corporation of India Limited
3) Engineers India Limited (EIL)
4) Hindustan Aeronautics Limited (HAL)
5) Mahanagar Telephone Nigam Limited (MTNL)
6) National Aluminium Company (NALCO)
7) National Buildings Construction Corporation (NBCC)
8) NationCal Mineral Development Corporation (NMDC)
9) NLC India Limited (NLCIL)
10) Oil India Limited (OIL)
11) Power Finance Corporation (PFC)
12) Rashtriya Ispat Nigam Limited (RINL)
13) Rural Electrification Corporation (REC)
14) Shipping Corporation of India (SCI)

16) Documents needed for Demat Account :

KYC - Know Your Customer

● ID proof - PAN card

● Address Proof - Aadhar card , voter ID
● Bank Proof - pass book, cheque leaf, Bank statement, banker letter
(any 1)
● Signature - same as in PAN card
● Income proof - 6months bank statement(latest), IT return copy (last
year), CA statement (last year), DP holding statement - Any 1
17) How to open demat account :

● Phone number (OTP will be sent )

● Email (OTP will be sent )
● PAN Number
● Aadhar number
● Personal details
● Add your Bank account
● Exchange selection
● Uploading Proofs
● Video KYC
1