Exploration of Investment Banking Intermediaries

It’s 9:30 AM — markets just opened.

Your manager messages,

“Give me a quick market update in 10 minutes.”

No theory. No time. Only action.

You move to the Market Operations Desk, where screens are flashing with:

• NIFTY movements
• Top gainers/losers
• Currency rates

Your Mission is to

• Track live market data (NSE)
• Identify:
  • NIFTY movement
  • Market sentiment
  • Top performing stocks

Lets deep dive into stock exchange part-

A stock exchange is a regulated, centralized, and mostly electronic marketplace where buyers and sellers trade shares of publicly listed companies and other financial instruments.

But, first let us understand how exchange work in 1995 before digitization crash on us for now we will take example of BSE (Bombay Stock Exchange):

Click here to see video : Mumbai Money Madness

The National Stock Exchange of India (NSE), established in 1992 and based in Mumbai, is India's largest financial exchange and a global leader in derivatives volume.

It revolutionized Indian trading by introducing electronic, screen-based trading in 1994, offering a transparent, high-speed platform for equities, derivatives, and debt.

Now let's navigate through NSE stock exchange Step by Step to take an update on today’s market.

Visit official website of NSEINDIA

Link -  https://www.nseindia.com/

Here you will be able to see NIFTY 50 trading around 23,834 (-173) which shows the index is down 173 from yesterday's closing price.

Now scroll down a little below you will get market statistics in which you can see Stock traded, Advances, Declines and unchanged.

There is also 52 week high means stock are at one year peak and 52 week low means stock trading its lowest value from past one year

Scroll down to see the Market Snapshot section.

 Top 5 Looser

You can see Top 5 Gainer

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As you scroll down more you will see currency rates of all the trade currency in the Indian market 

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Scroll down more  to see the Corporate Information of the Company.

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Click on market data menu as shown below in the image.

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Now if you wanted to specifically information about NIFTY 50, then follow the below steps

Now open NIFTY 50 Indices to see the whole index you are able to understand  in detail.

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click on the ‘indices’ in Equity column & latter click on NIFTY 50.

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From above information fill the following table.

As you have got knowledge about exchange your manager asked you to perform trade in your account by observing the market.

For that purpose you need to understand brokers. Let's explore the services offered by a stock broker platform.

Let's continue with a mediator who will connect you with a stock exchange that is a broker there are n number of brokers in market first understand the types of broker.

There are two types of brokers: Full time service broker and Discounted broker.

Lets Understand Full time brokers first as they provide comprehensive services, including investment advice, research, and portfolio management. They charge higher fees and commissions.

Now lets look into Discount Broker Execute trades at low costs, often online, ideal for self-directed investors. They typically do not provide personalized advice.

One of those discount brokers we are going to see is zerodha. Zerodha has their own platform known as kite.

visit the following website to access Zerodha Kite Platform

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Link - https://kite.zerodha.com/

Enter User ID and Password , with valid credentials you will be directed to your dashboard which is shown below.

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Click on the button start Investing and  add some funds into your account.

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 As funds are added to your account lets visit sensex, you're able to see opportunity in sensex for buy side you selected particular strike price in ce option.

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Lets select sensex 16th APR 78600 CE as our strike to purchase

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As you can see in the image the sell side window has been popped on the chart . Let's switch it to the buy side.

Now we have decided to buy this at Limit price of 95

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 The order will get executed automatically when option price come at exact price of 95

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 Now watch your order in position tab is it in profit or loss in running position.

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As your position in loss lets take precautionary measures lets put sl order in the system.

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SL- Stop Loss order: A stop-loss order is a risk-management tool placed with a broker to automatically sell a security (or buy, if short) when it reaches a specific "stop price," limiting potential losses.

Once triggered, it becomes a market order, executing at the best available price. It removes emotion, ensures discipline, and eliminates the need for constant monitoring.

Open sell order window and put SL as shown below.

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Now you have been put SL into the system lets wait for some profit then we will modify this order into sell order

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Lets put sell limit order at 120 rs for that we need to modify our sl order 

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 Now order will book profit whenever  price riched at 120 rs

So in this task we had seen how broker platform like zerodha work

Now that you have learned about how broker platforms work in India, now we will move on to the depository services in India.

First lets understand what a Depository is: A depository is a place, organization, or institution where items, assets, or documents are stored for safekeeping. In finance, it acts as a digital, secure vault holding securities (shares, bonds) in electronic form, enabling fast, paperless transactions. Common examples include NSDL/CDSL (India), banks, warehouses, and secured archives.

Now let’s understand which depositor has tied up with your broker and you have used the Zerodha broking platform.

Zerodha acts as a Depository Participant (DP) registered with Central Depository Services (India) Limited (CDSL). 

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So let’s explore Central Depository Services Limited (CDSL) by visiting its official website.  

Link - https://www.cdslindia.com/

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Click on my Easi New (Token) for login to your account​  

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Login with your CDSL account with your id and password if your new then click on register to Easi. 

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After registering login with your new id and password remember this password will only be valid for 90 days and reset will take 24hr so remember the password thoroughly.

Then login with your OTP that is being send to you register with email id or Phone number.

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Give consent for accessing your DP account through agreeing all the terms and conditions 

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After login you will able to see home page of CDSL as shown below.

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After login click on Account Details to see your own D-mat account

Lets understand about Demat account: A Demat account, or dematerialized account, is a secure digital account in India used to hold financial securities like shares, bonds,

mutual funds, and ETFs in electronic form, eliminating physical paper certificates. It is mandatory for trading on Indian stock exchanges (NSE & BSE). 

Here you will able to see your securities in demat account with identification of ISIN number and ISIN Name

As the API Holdings limited is an unlisted share so it will be non visible in your brokers trading platform but it will be visible in CDSL account.

It will protect your equities from fraud that can happen in broking industries there is such great example done by Karvy broker and why CDSL/ NSDL are independent account that can be accessed without the need of brokers:

Great job!
You have successfully completed your  lab on Exploration of Investment Banking Intermediaries.

In this lab, you have seen the NSE, NIFTY Index, a broker Platform and CDS.

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