Category

Brokerage Houses, Consumer Financial Services

Sector

Banking and Financial Services

Tagline/ Slogan

Solid research solid advice; Knowledge First

USP

Research is the foundation of their business

STP

Segment

Brokerage

Target Group

Urban and Rural Investors

Positioning

Complete Investment and Stock trading Solutions

SWOT Analysis
1. Wide range of financial products and focus on premium traders
2. Emphasis is on efficient execution of trades
3. Strong private equity operations
4. Have over 1500 offices in India

Strengths

5. Financial products and services such as Wealth Management, Broking &

Distribution, Commodity Broking, Portfolio Management Services, Institutional
Equities, Private Equity, Investment Banking Service
1. Less penetration in developing cities

Weaknesses

2. Lack of advertising causes low awareness amongst investors

Opportunities

1. Growing rural market

2. Earning Urban Youth looking for investments

Threats

1. Stringent Economic measures by Government and RBI

2. Entry of foreign finance firms in Indian Market
Competition

1. Sharekhan
2. Indiabulls
Competitors

3. Angel Broking

Partners can consider utilizing the following metrics to enhance their

segmentation strategy and capture more information about their current
client relationships and their potential.

Age:Grouping clients into age groups along with the

percentage of assets under management controlled by each group
will help identify market potential. This should be a key
segmentation method practiced by advisors, as the shift in wealth
moves from boomers to younger generations. Too many clients in
older age brackets can be risky, considering many of them are in a
distribution stage.

Net Worth: Clients may have a considerable amount of wealth

held in real estate and bank accounts(savings, FDs, bonds etc). It is
important to identify the potential that lies with each client and
assess the value of the relationship. Doing so will allow the partner
to provide a high level of service and the potential to acquire new
assets.

Investable Assets: Many clients will spread their assets out

among multiple advisors, seemingly to reduce their risk or to
maintain control. Knowing which clients have assets held outside of

the partners guidance will position him to potentially move the

money to his firm.

however, there are other segments to be considered:

Cost of Service

Number of Referrals Provided

Degree of Influence/Value of the Relationship

Behavioral Patterns

Client Demographics
An effective segmentation strategy will align the appropriate level of advisor
support to clients specific needs, increase efficiency within the firm, and
provide an organized means to the partners communication with clients.
Reviewing the segmentation strategy on a regular basis, making adjustments
as needed in order to discover new opportunities will help the partner in
increasing their assets under management.