“To have complete harmony between quality in process and continuous

improvement to deliver exceptional service that will benefit our clients.”

PRESENTED BY:
RUBBLE BAGRI
19BSPHH01C0960
INTRODUCTION
Mr Dinesh Thakkar CEO and MD of Angel broking started in 1987

It is considered most trusted retail Brokerage house.

It is a member of BSE,NSE,MSEI,NCDEX,MCX

Market cap of Angel Broking is 2822.4 crore

 PRODUCT AND SERVICES
• ONLINE TRADING –Expert Advice, timely Entry Exit .
• ANGEL COMMODITIES -Metals,Energy,Pulses ,Spices, others .
• CURRENCY FUTURES
• MARGIN FUNDING
• DEMAT ACCOUNT
• LOAN AGAINST SHARES
• INVESTMENT AND STOCK ADVISORY SERVICE
• MUTUAL FUND
• LIFE INSURANCE
• DEPOSITARY PARTICIPANT SERVICE
 PORTFOLIO MANAGEMENT SERVICE

• Portfolio Management Services is an investment portfolio in stocks, debt, and fixed

income products handled by a professional money manager. These products can be
customised to meet specific investment objectives. There is freedom and flexibility to
tailor customer required portfolios to address personal preferences and financial goals.
• It offers two different scheme one catering to varying wealth creation goal and risk
appetites
• It focuses on creating wealth for long term by focusing solely on fundamentals of
company
• Investment horizon: 18 to 24 Months
• Risk: Moderate
• Return: Moderate
DEMAT ACCOUNT
• Simplified trading platform
• Easy to hold
• Three types of Demat account offered
• Demat account opening is free
• Three different types of account
DEBT MARKET
-Corporate bond-Corporate bonds are a form of debt security sold to investors by
corporations that want to raise finance for their operations
tax free bond-The security of tax free bonds in India is issued by a company,
financial institution or the government. These bonds are, therefore a safe investment
option.
You can sell the bonds before maturity, too, on market price as they are listed on the
Bombay and National Stock Exchanges.
NCD -Non‐Convertible Debenture is a financial instrument issued by Corporates for
specified tenure to raise resources / funds through public issue or private placement.
This debt instrument cannot be converted into equity. It is a fixed income instrument
same as bank fixed deposit and can be traded on stock exchanges
 SPECIALISED PRODUCT
• MARGIN FUNDING –Facility that allows client to take higher exposure
and also provide instant liquidity it may be cash as well as cheque
• PRE PAID BROKERAGE –It provide zero opening charges and also
attractive brokerage rate
• M-Connect services –Market news, stock updates ,statistics, back
office data .
INDUSTRY OVERVIEW
SUPPLIERS

SUBSTITUT
BUYERS
E
POTERS FIVE
FORCES MODEL

POTENTIAL
COMPETITORS
ENTRANT
 SWOT ANALYSIS
STRENGTH WEAKNESS

-Experienced players
-Product Range -Competition from banks
-Investment advice -customer satisfaction
-Customer Orientation -software problem

OPPORTUNITIES THREATS

-Untapped Market -Price War

-Emerging Technology -Substitute Product
-Increasing market in investment filed -New competitor
-Technology based business
 CONCLUSION
• DEMAT account charges are high in Angel Broking compared to other broker .

• Angel has tied up with 9 Banks to provide better and easy access to customers
• Angel provide ROBO Advisory service which is not provide by other brokers .It also give
free tips to client on trading and also Daily market review and Monthly Report .
• Many of the brokers do not provide service such as Research Report,
• IPO Report, offline Advisory as provided by Angel .
• experience of over two decades has helped to integrate knowledge and expertise in the
broking industry with the technology provided to retail clients through various
platforms.
 SUGGESTION
• The speed of online platform and mobile application are not fast as compared to
other brokers .
• The % of money per order is high in case Angel broking .
• Angel broking does not provide 24/7 Customer service .
•  It can offer more customised product to client as there is a stiff competition in this
market offering more customised product will give more investors confidence .
• The amount of Retail client have drastically increased in COVID scenario .It should
give more benefits to potential customers like online courses to understand market
and also can lower demat account fees as it is high as compared to other brokers .