Market Analysis and Investment Management

Abstract

As an intern having the job responsibility of market analysis and investment management at Bastawala Securities, I learned about various fundamental and technical analysis of stock. My first assignment was to learn about various products and services Bastawala securities deals with. Afterwards the next task was to learn about the fundamental and technical analysis of stock. For this I have read and analyse many equity research reports and learn about various technical analysis techniques like candlestick patterns, Pivot points, Bollinger bands, Simple moving averages, Relative Strength Index (RSI), Stochastic Oscillator (SO), and creating support and resistance for a particular stock. Interacting with clients and understanding their investment needs, thereby creating and designing the portfolio was the next part of my job. After completing this I have analysed and realised that different types of investors have different needs which are affected by certain factors like income of the investors, their risk bearing capacity and how much return they want in what period of time. Also, my communication skills improved a lot. I did competitive and industry analysis for the company by doing SWOT analysis, PESTEL analysis, Porter’s five forces model etc., also analysed the current challenges faced by the firm and provide them with the possible solutions and learned about the current stock market trends needs. I was asked to conduct a market research on Investor’s Behavior and Preferences towards Online Trading v/s Traditional Trading in Surat City. After completing my research project, I have gained valuable insights about the investors behavior and preferences regarding the method of trading. In these 8 weeks of my internship, I gained knowledge and expertise in equity stock market with my mentor's support and guidance. I have got vast opportunities to ask many questions and learn freely.