WELCOME

BUSINESS CASE PRESENTATION

ZERODHA

FINANCIAL
SECTOR
 FINANCIAL SERVICE IN INDIA
 Banking: The banking sector in India is one of the largest in the world. It includes nationalized banks, private banks, and foreign
banks. The Reserve Bank of India (RBI) is the central banking institution that regulates the monetary policy and banking
systems in the country.
 Insurance: The insurance sector in India includes life insurance and general insurance companies. The Insurance Regulatory
and Development Authority of India (IRDAI) regulates and oversees the insurance industry.
 Capital Markets: India has a well-established capital market, consisting of stock exchanges (such as the National Stock
Exchange and Bombay Stock Exchange) and capital market intermediaries. The Securities and Exchange Board of India (SEBI)
regulates the securities market in the country.
 Mutual Funds: Mutual funds pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other
securities. The mutual fund industry in India is regulated by the SEBI.
 Fintech: The financial technology sector in India has witnessed significant growth. Fintech companies provide innovative
solutions in areas such as digital payments, peer-to-peer lending, robo-advisory, and blockchain technology
 Government Initiatives: The Indian government has launched various initiatives to promote financial inclusion, such as the
Pradhan Mantri Jan Dhan Yojana (PMJDY), which aims to provide financial services to the unbanked population.
 Regulatory Bodies: Apart from the RBI, SEBI, and IRDAI, there are other regulatory bodies and institutions that oversee
different aspects of the financial services sector, ensuring stability, transparency, and consumer protection.
Name: Zerodha
Founders: Nithin Kamath and Nikhil Kamath
Founded: 2010
Headquarters: Bengaluru, Karnataka, India
Products and Services:
• Equity Trading
• Commodity Trading
• Currency Trading
• Mutual Fund Investments
• IPO Investments
• Bonds and Government Securities
 Business Model: Zerodha is known for
introducing a disruptive business model in
the Indian brokerage industry by offering a
discount brokerage platform. It popularized
the concept of flat-rate brokerage fees, where
customers pay a fixed amount per trade,
rather than a percentage of the trade value.

 Trading Platforms: Zerodha provides

various trading platforms, including Kite, a
web-based trading platform, and mobile
applications for trading on the go. The
platforms are known for their user-friendly
interfaces and advanced features.
Innovations: Zerodha has introduced several innovations
in the Indian brokerage industry. For example, it
launched "Coin," a platform for direct mutual fund
investments, and "Varsity," an educational initiative to
teach investors about the financial markets.

Regulation: Like all brokerage firms in India, Zerodha is

regulated by the Securities and Exchange Board of India
(SEBI) and other relevant authorities.
 Marketing Strategies Zerodha spends 0.02%
of its revenue in marketing & advertising. It
completely believes in the word-of-mouth as
the founders consider it as the best marketing
method. So, its marketing strategies are
centered on the company’s mission. That is to
make trading accessible and affordable for
everyone in India
THROUGH:
• Referral program
• Educational initiatives
• Community building
• Branding
Market Valuation Of Zerodha
In the current scenario, the market valuation of
Zerodha is $2 billion i.e. INR 16,492 crore. It is
a self-made unicorn without any external
funding. The company handles 15-18% of
India’s trading volume on its own. It has more
than 10 million customers which makes it one
of the largest online stock broking firms in India

Revenue Sources
• Brokerage fees:
• Sale of premium tech products:
• Interest on funds:
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ASTE