WELCOME

TO
FUNDSROO
M
FUNDSROOM

Geeta Gorai
MBA 3RD SEM
MB303
WHAT IS FUNDSROOM?
Fintech Startup
A Single Platform for all
your Investment needs.
Investment options.
Best in market is delivered on
one platform. (Reference Of
Zomato)
 What Is Your Internship
ABOUT?
1)First understand
about What to work
Why to work
How To
Work
2)An Internship is an TRAILER for your Future
Professional Journey.
3)In 2 months
understand Process
Organization
behaviour Working
IF NOT MBA WHO WOULD
YOU BE?
 WHY FUNDSROOM IS
DOING
THIS?
A.Realistic Touch
Stock market industry (Ind v/s
USA) Growth(since pandemic)
Rise Of Digitalisation and UPI.
Diversification of Investment.
Ease of platform for
Investors.
Promote Financial Dependency and Literacy
(Atmanirbhar by providing solutions)
YOUR INTERNSHIP JOURNEY

WORKING METHODOLOGY, KNOWLEDGE, CLARITY, UNDERSTAND NEEDS,

ANALYSIS, APPROACH.

FUNDAMENTAL ANALYSIS , TECHNICAL ANALYSIS , PITCH , TRUST BUILDING,

RESEARCH .
 HOW YOU WILL BE BENEFITTING FROM THIS INTERNSHIP?
Professional Needs
a. Top 10 Job Roles (6 requires this skill)
b.Difference between Sales and Business
Development.
c. Giving best product(demat)
d. Giving Best Service

Personal Needs
a.Becoming Financially Independent.
b.Trading and Investment Skills.
c.Portfolio Management Skills.
d.Negotiation Skills.
e.Research and Reports Skills
 Timetable
DAY 1 GENERAL ORIENTATION
DAY 2 STOCK
DAY 3 MARKET
DAY 4 HANDS ON
DAY 5 PORTFOLIO
DAY 6 ALLOTMENT
DAY 7 STOCK
DAY 8 ANALYSIS /
DAY 9 ONE TO ONE
Agenda of meeting?

A. What is Stock Market?

B. Why Stock Market?

C.Basic Terminologies of
Stock Market.
 What is Stock Market?

Stock Market is a place where shares of pubic listed

companies are traded.

What is the purpose of Stock Market?

Company Friends/Family Bank Small Investors Venture Capitalists IPO
Why to invest in Stock Market?
▪ Different types of investments?
A. Banks, B. Gold, C. Real Estate, D. Mutual Funds

▪ Where do all this sectors invest?

Stock Market
▪ What are the myths about stock market?

A. Risky, scam, Dangerous

B. Complicated
Why to invest in stocks only?
1. High liquidity, safe, easy and transparent.
2. Source of Income.
3. Learning of Investment diversification with small
amounts.
4. Stock Analysis, Research, and Study.
5. Your Roles and Companies are aligned with the Stock
Market
[PM, FA, RA, IB, etc.] = CRISIL, JP
Morgan, Morgan Stanley, Motilal Oswal,Big 4)
Basic terminologies of Stock Market?
1.Stock Exchange- A stock exchange is a regulated market for
trading.
2.NSE- NSE stands for National Stock Exchange. NSE is the biggest
stock exchanges in India. BSE is Asia's oldest stock exchange
3.BSE- BSE stands for Bombay Stock Exchange. BSE is Asia's oldest
stock exchange.

4. Buying- Buying in trading is the act of purchasing a stock in the hope

that its value will increase.
5. Selling- Selling is the act of offloading a stock after a certain profit or
loss is faced.
6. Dividend- Dividend refers to a reward, cash or otherwise, that a
company gives to its shareholders.
Basic terminologies of Stock Market?

7. Bull- A bull market occurs when stocks are on the

rise
8. Bear- a bear market occurs when stocks fall for a
sustained period of time.
9. Stock split- When a company declares a stock split,
the number of shares of that company increases, but
the market cap remains the same.
10. Right issue- A rights issue is an invitation to
existing shareholders to purchase additional new
shares in the company. This type of issue gives existing
shareholders securities called rights.
Basic terminologies of Stock Market?

11. Long term- Long term investment means

holding different assets like mutual funds,
securities, shares and stocks for more than a year.
This is done for safe investment.

12. Intraday- Purchasing and selling shares listed

in a stock exchange on the same day is known as
intraday trading. This is done for earning
maximum profits.
 ▪ Fundamental
& Technical
KNOWLEDGE
analysis
▪ Research

Process
STREAMLINE CLARITY

▪ Experience
TRUST ▪ Time spent in
market
What is Demat Account?
❑ To deposit money in Bank, you need?

⮚ Bank Ac

❑ To upload pictures on Instagram, you need?

⮚ Instagram Ac

❑ For Stock Market investment, you need?

⮚ DEMAT AC
Why to invest in stocks only?
1. High liquidity, safe, easy and transparent.
2.Statistics. ( IND v/s USA)
3.Source of Income
4. Learning of Investment with small amounts compared to others.
5. Analysis, Research, and Study dependent on YOU.
e.g., RCom, V/s JIO
Rs. 2 – Rs.2400
6. Your Roles and Companies aligned with this product
[PM, FA, RA, IB, etc.] = CRISIL, JP
Morgan, Morgan Stanley, Motilal Oswal,Big 4)
What is this service provider, and legalities?
1. What are BSE & NSE?
2. What is SEBI?
3. What is compulsory documents & Why? 4.
Is my documents safe and secure?
5. What is CDSL, NSDL, Digi locker, etc?
6. Why process is so lengthy and strict?
7. From when maintenance will be charged and how much?
8. Can maintenance be deducted from my bank account directly?
9. Why Angel One?
10. Is this service provider Safe?
11.Benefits, advantages from this service provider than other?
How, whom to approach?
Understand one thing (one step at a time)

Break the task into 4 parts.

a. Sure Shot
b. Doable
c. Professionals
d. Thinkable
Your timeline & target
a. Sure Shot
Sure shot

b. Doable
Doables
c. Professionals
Professionals

d. Thinkable
Thinkables
 TYPES OF STOCK ANALYSIS

Fundamental Technical
 For long-term investments.  For Short-term investments.
 Analyses available information & stats.  Best suited for Trading.
 Utilises both past & present data.  To discover ideal time for market entry & exit.
 Predicts future prices based on company  Analyses market trends & stock prices.
performance.  Relies only on past data.
 Performed on economic reports, company news &  Performs predictions using charts & indicators.
industry stats.  Recommended for swing & short-term day traders.
 Use Screener, Money control for Fundamental  Use Trading View for technical analysis.
analysis.
 What is Market Capital?
• Market capitalization, or market cap, is one measurement of a company's size.

• It's the total value of a company's outstanding shares of stock, which include publicly
traded shares plus restricted shares held by company officers and insiders.

What is P/E Ratio?

• Price to Earnings Ratio or Price to Earnings Multiple is the ratio of share price of a stock
to its earnings per share (EPS).

• It provides indication whether a stock at its current market price is expensive or cheap.
SCREENER
 Market Sentiment - The term market sentiment, also known as investor sentiment, refers
to the general outlook or attitude of investors toward a particular security or the overall
financial market.

 Broker Research - Broker research is developed by sell-side firms to help investors and
hedge fund managers discover market opportunities and make informed investment
decisions. For example, Sharekhan, Motilal Oswal.

 Stock Charts - Stock charts are graphs that show how a company's publicly traded shares
are performing. These charts can show a company's stock performance over time periods
ranging from several years to a few days.
SHAREHOLDING PATTERN
The shareholding pattern gives one an idea of how the shares of a
company are distributed across different entities. It consists of 5 entities-

 Promoters
 FIIs (Foreign Institutional Investors)
 DIIs (Domestic Institutional Investors)
 Government
 Public
Technical Analysis?
 What is RSI?
• RSI refers to Relative Strength Index.
• RSI measures the speed and magnitude of a security's recent price
changes to evaluate overvalued or undervalued conditions in the price of
that security.
FIRST, UNDERSTAND THE APPLICATION AND
PORTAL
01 UNDERSTAND THE BASIC

02 DOWNLOAD THE APPLICATION AND PORTAL

03 UNDERSTAND HOW TO USE THE APP

04
STOCK MARKET TIMINGS
05
06 HOW TO ADD AND WITHDRAW

FUNDS HOW TO PLACE AN ORDER

 BASIC ANALYSIS OF STOCK
MARKET
Types of Stock Price band of Stock Types of companies

Stable, Blue chip Price band of Stock 0- Types of companies

10 penny stock Famous ( TATA, RELIANCE)
Moderate growth Growth( Adani, JSW)
10-100 growth
Risky, volatile 100-1000 stable Volatile( Vodafone, Yes
1000 + high Bank)
QUALITY PRICE & TIME
OF STOCK

Don't put your

companies management sector all eggs in one
service offer investment and basket
Return in past 1
balance sheet day, 5 days,
1 month, 3 months
P.E., P.B Ratio
DIVERSITY AS
Pattern of graph PER COST
FUNDAMENTA
L ANALYSIS
TECHNICA
L
ANALYSIS
 PORTFOLIO ALLOTMENT

HOW?

START FROM BASIC

( ROME WASN’ T BUILD IN A DAY)
( HIROSHIMA WAS DESTROYED IN SECONDS) FIRST UNDERSTAND CUSTOMER
• .CONNECT
• ASK THEIR ( NEEDS, RISK , DOMAIN, ASSETS, LIABILITIES, ETC)
• UNDERSTAND THE CAPACITY, CAPABILITY AND CLARITY ABOUT CLIENT.
• CREATE PORTFOLIO ACCORDINGLY THEN UNDERSTAND GENERAL MARKET.
• START BY BASIC
• UNDERSTAND BASIC TERMINOLOGIES
• WHAT IS MARKET
• TIMINGS
• PROCESS OF BUY AND SELL
• CHARTS, INDICATORS, TERMINOLOGIES.
• UNDERSTAND INTERFACE & ALL BASIC FUNCTIONS.
1.. UNDERSTAND ALL BASIC FIRST & THEN START TRADING ( DON’ T JUMP DIRECTLY)
WHY TO INVEST IN STOCKS ONLY?

HIGH LIQUIDITY, SAFE, EASY AND TRANSPARENT.

01
STATISTICS. ( IND V/ S USA) SOURCE OF
02
03 INCOME
LEARNING OF INVESTMENT WITH SMALL AMOUNTS COMPARED TO
04 OTHERS.
ANALYSIS, RESEARCH, AND STUDY DEPENDENT ON YOU.
05
YOUR ROLES AND COMPANIES ALIGNED WITH THIS PRODUCT
[ PM, FA, RA, IB, ETC.] = CRISIL, JP
06 MORGAN, MORGAN STANLEY, MOTILAL OSWAL, BIG 4 )
 WHAT IS
WATCHLIST ?
A watchlist is an inventory of ticker
symbols that are monitored for
potential opportunities or to track
their performance. Most online
brokerages and financial portals allow
for easy watchlist construction.
 WHAT ARE DIFFERENT TYPES OF ORDER?
Market Order
A Market order is an order to buy or sell a security at the prevailing market price.
This type of order is executed on the basis of the next available best price.

Limit Order
In a Limit order, you set the price at which you want to buy or sell a security- known
as limit price.
Stop-loss Market order
In this case, once the trigger price is reached, the Stop loss order gets converted
into a Market order

Stop-loss Limit order

In this case, once the trigger price is reached, the Stop loss order gets converted into
a Limit order
BUY/SELL ORDERS
•LONG BUYING :
•IF A PERSONS VIEW IS BULLISH IT IS CALLED AS
LONG BUYING

•SHORT SELLING
•IF A PERSONS VIEW IS BEARISH THEN IT IS
CALLED AS SHORT SELLING
INTRODUCING MICROSOFT POWER BI
• Key benefits and differentiators

Pre-built content packs, consisting of dashboards

and reports, for popular SaaS solutions

Real-time dashboard updates

Secure, live connection to your data sources,

on-premises and in the cloud

Intuitive data exploration by using natural language

query

Integration with familiar Microsoft products, and

commitment for scale and availability in Azure

Fast deployment, hybrid configuration, secure, and

integrated with existing IT systems
POWER BI OVERVIEW

Data sources Power BI service

Content packs Natural language query

Live dashboards

Sharing & collaboration

Visualizations

Reports

01001
10101 Datasets

Data refresh
 Features of Power Bi

1. Easy to setup
2. Access your data
wherever it is
3. Real time report
4. Make data driven
decision
Financial
Modeling
 Definitio
n
•A financial model is simply a spreadsheet which is
usually built in Microsoft Excel, that forecasts a
business's financial performance into the future.
What are the Benefits of Financial
Modeling?
In-depth business
understanding Periodic
performance review
Determining fund strategy
and requirement
Business valuation
Minimising risks
Generate quick
outputs
Accurate financial prediction
"I CALL IT THE RULE OF
THREE. IF YOU READ A
COMPANY'S FINANCIAL
STATEMENTS THREE
TIMES, AND YOU STILL
CAN'T FIGURE OUT
HOW THEY MAKE THEIR
MONEY, THAT'S
USUALLY FOR A
REASON."
— James
Chanos
 Financial Modeling Helps

Predict / Financial Equity

Analysis Valuation / Research /
Performance Portfolio
Analysis
 Income Statement
•How A financial statement that shows you
the company's income and
Financial expenditures.

Cash Flow
Modelin The movement of money in and out
of a company.

g is Balance Sheet
The balance sheet displays the company's
Done? total assets and how the assets are
financed, either through either debt or
equity.
 How to Create an Income Statement

01 02 03 04
Product Average Number Total Sales
/ Order Value of (Profit /
Service / Average Custome Month or
Cost of rs Profit / Year)
Product
 How to Create an Income Statement

05 06 07 08
Total Total Total Total
Revenue Expenses Income Profit
Generated
Thank
You!