Ever wanted to work in Stock Broking? Here's a chance to learn what it takes.

Karvy’s financial services business is ranked among the top-5 in the country across its business segments. Karvy employees 'Equity Advisors' to communicate with customers and execute trades. In this project you will learn what it takes to be an 'Equity Advisor' at a stock broking company/firm.


Key Deliverables

The company and its business:
An document explaining the company, its service and related financial products.

Required Documentation:
A list of documents required when executing a trade

Vertical FS Analysis:
A basic analysis of any publicly traded company in India (a prospective stock that you may pitch to a customer).


Learning Outcomes

In this project you will learn:
1. About Karvy Stock Broking Limited and its operations.
2. Laws governing stock broking.
3. Risks and Rewards of various Financial Products.
4. Documentation required in the process of stock broking.
5 Vertical Financial Statement Analysis.


Additional Details

One fateful evening in the summer of 1982, 5 young men who worked for a renowned chartered accountancy firm decided that it was time they struck out on their own to create an enterprise that would someday become an iconic name in the financial services space.

They came from ordinary middle class backgrounds. They had two assets; one was their education and the other an unquenchable desire to succeed. They had a lot stacked against them: the environment was not conducive to entrepreneurs; technology was not fully supportive, financial markets were largely unregulated, they were based out of Hyderabad while most key players in the financial world we're in Mumbai or other metropolis and the wolf was at the door. The odds seemed insurmountable.

These remarkable young men’s “Never say die” approach held them in good stead over the years. They stuck to their dreams, burnt the midnight oil, embraced technology and made it work for them and through sheer dint of determination, eventually overcame all obstacles.

The Karvy Group is today a well diversified conglomerate. Its businesses straddle the entire financial services spectrum as well as data processing and managing segments. Since most of its financial services were retail focused, the need to build scale and skill in the transaction processing domain became imperative. Also during stressed environment in the financial services segment, the non financial businesses bring in a lot of stability to the group’s businesses.

In this project you will learn what it takes to be an 'Equity Advisor' at a stock broking firm/company.