Investor Education Knowledge

Programme on Equity markets

Summary - Investor Knowledge Program

Reasons to invest in Equity

Advantages

Products and features on www.ICICIdirect.com

Questions & Answers session

Why to invest in Equity

Why invest in Equity

Growing Indian Economy Reasons to invest in Equity

India’s GDP vs other nations GDP

Rolling returns in Equity

Comparison of Equity investments with other products

Indian Economy – The Big Picture

Indian Economy- Attractive demographics,

turning better

India Gross domestic product (GDP) vs

World GDP

Source: Bloomberg.

As can be seen from table above, there is low correlation between India and World

GDP growth; impact of European crisis / slowdown in West should have marginal

impact on India

Sensex Rolling Returns

Comparison of investment in Equity with

other Asset

Initial Investment 1,00,000

Years of investment 10

Asset Class

10 Year CAGR

Return

Value of Rs 1 lakh in 10

years

Debt(FD) 8.00% 2,15,892

Equity Sensex – ( Total Return

Index ) 16.83% 4,73,744

Debt (CRISIL ST Bond Fund

Index) 6.80% 1,93,038

If customers had invested 1 Lakh in 2004

value of investment in 2014

ICICIdirect.com Advantage

11

The 3 Aces – Top 3 Reasons to open

ICICIdirect.com account

A unique 3-in-1 Online Trading Account

One Stop Financial Solution

Award Winning Research

The ICICIdirect.com 3-in- account

Savings

Account*

* Saving Bank and Demat account is opened with ICICI Bank

Fully integrated Trading Demat & Saving a/c. Movement of securities/funds happens

automatically post trade

Integrated 3 in 1 Account

Seamless Trading

Optimum utilization of funds/securities by instant allocation

and de-allocation from Bank/Demat account to Trading

account and vice versa

Instant Allocation &

Deallocation

Manage account on your own

No need to share information with others Security

Latest quotes

Immediate order placement Speed

Complete control on account function

No dependency for order placement

Precise use of funds and securities

Control

Trade in shares without hassle of tracking settlement cycle,

writing cheques and transfer instruction

Research

15 15

Award Winning Research

Investment Time

Horizon Based

Recommendation

One of the highest

company coverage

across sectors

Dedicated analysts for each sector

Coverage: 211 companies, 16 sectors 39 research analysts

across fundamental, technical and derivative

Stock calls based on techo-funda approach to capitalise on market

timing and opportunities

Quarterly Fund Manager Survey to understand the best minds

strategy

Monthly Investment Committee meeting provides top down holistic

market approach and investment strategy

Dedicated product research team covering mutual funds,

wealth management products like PMS, Structured Products,

private equity. Capitalises on equity research team

Direct equity coverage based on market opportunity and client

holdings

In house mutual

fund ranking in

both equity and

fixed income

16

Research catering to client needs

Short term

Trading

Medium term

Investing

Long term

Investing

Fundamentals

Intra – day

Trading

Valuations Momentum Technicals

High Low Absent

Research Reports

Research Recommendations

Trading Recommendations

Research Recommendations

Market Research

Product offering from ICICIdirect.com

One Stop Financial Solution

ICICIdirect.com

Broking Products

IPO Overseas Trading Derivatives Equity

Flexi Cash/ T+5

SEP

Margin Broker

Margin Client

Margin Plus

VTC

SPOT

BTST

Futures

Options

Currency Futures

Shares as margin

Option Plus

Future Plus

Futures Plus

with stop loss

Book Bldg

Fix Price

BTST

Overseas

Trading

ETF

Stock Options

Index Options Offer for Sale

Equity Products

ICICIdirect.com

Broking Products

Equity

Delivery Intraday

Cash SPOT

Flexi Cash/ T+5 BTST

SEP VTC

Margin- Broker

Margin Plus

Offer for Sale

Delivery based trading products

Cash or Delivery

based Trading

Ideal for beginners and for investors who are looking for

medium and long term capital appreciation / wealth creation

from the equity market

Buy stocks today with 11-39% funds and bring the remaining funds in

T+5 days

You may also square off position within T + 5 working days without

bringing the additional funds

To track position, visit Margin Position page (on T day) / Pending for

Delivery page (after T day)

LPC of 0.065% will be levied for the outstanding amount till the time client

brings the funds or the position is squared off

Flexi Cash/

T+5

SEP

Simple and disciplined approach towards investment

Adopts Rupee Cost Averaging

Basis of Investment could be Amount or Quantity

Interval could be Daily/ Weekly/ Fortnightly/ Monthly basis

Cash on Spot A product which provides emergency fund requirements

through same day pay-out for sold shares

BTST

Buy Today Sell Tomorrow (BTST) is a service wherein you

would be able to sell the shares that you have purchased

even before you receive the delivery of the shares from the

stock exchange.

VTC

Place a limit order, which remains valid upto 45 days

Order gets executed only when the stock reaches your

desired level

Facility available on NSE and BSE.

Offer for Sale

It is a facility allowed by (SEBI) in order to facilitate promoters

to dilute/offload their holding in listed companies in a

transparent manner with wider participation in the market

through a separate window provided by the Stock

Exchange(s).

• A minimum of 10% of the offer reserved for Retail customers

• Discount for retail investors in prices over the current market price

• You can modify or cancel the bids during the offer period

• No restriction on number of bids from single buyer

• No additional charges to place your bids under OFS. Normal brokerage

as per your plan would be charged.

• Less time consuming due to automation & process involved

• You can buy through offer for sale in discounted rates and sell in

secondary market at market value

Offer for Sale - Benefits

Intraday trading products

Intraday product (Position valid for a day)

Funds required to take position is as low as 5% of the entire Transaction

Value

Option to take delivery or exit by squaring off, anytime during the trading

hours

Option to carry forward the position by converting mode to Client mode

Margin

Broker

Mode

Intraday Position with 0.5-4% margin

Position with Compulsory Stop Loss Trigger Price

Additional feature to place Limit Order to book profit with

Profit order

Margin Plus

Our Value Propositions : Equities

Flexibility to buy and

sell at desired price

Keeps order valid

for 45 days.

Create limits from

existing shares in

Demat holdings

Limits created can be

used to invest or

Trade in products like

Broker Mode, T+5,

Futures, Options and

Future Plus

VTC T+5 Alerts Profit Order Shares As Margin

Carry forward

position for

Transaction + 5 days

(T+5)

Margin required

between 11 to 40%

Option of

converting into

delivery or square

off

Provide information

on basis of all

corporate action

Provides alerts when

the investment turns

Long Term

An Intra-day Margin

Plus product feature

Flexibility of putting

both Profit Order and

Stop Loss Order

Eliminates tracking

of positions,

constantly

I Quote

Customised Alerts

• Direct Alerts Direct Alerts

Its a mechanism of sending alerts by

way of SMS and Mailers

to customers keeping in view basic

requirement of update on

his/her portfolio.

This facility will help our clients to

track their portfolios far efficiently,

keeping them abreast of any

significant movement in their stocks,

and take appropriate action.

Customised Alerts

It is a facility through which customers

can set alerts on there chosen stocks at

defined price or at 52 week high/lows.

Customer will receive instant SMS on

stock touching the set price trigger.

Customer can set upto 50 alerts at any

point of time. This facility is offered free to

customers and can be used through

customer service page on ICICIdirect.com.

Direct alerts

I-quote

It is a facility to know stocks Last Traded Price instantly.

Customer can send a SMS to 5676766 typing <IQUOTE>

space <STOCK CODE> and instantly they will receive a sms

stating the Last traded price of stock in both NSE and BSE.

The facility is chargeable at Rs 3 per SMS.

Website – ICICIdirect.com

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