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Project Report Portfolio Management Services
Project Report Portfolio Management Services - Introduction :-
Portfolio
Management is a science for managing the varying combination of
Portfolio elements.
These elements are the sub-components, of which the larger
portfolio is formed; say,
the elements may be 'plans' for a portfolio of plans, or
'strategies' for portfolio of
strategies, or 'securities' for a portfolio of securities, and
so on. In general, we may say
that the elements of a portfolio are different forms of assets
and in essence, portfolio
management is managing these assets. We shall henceforth refer
to portfolio
management as the management of these assets. In particular, the
scope of this report
has been focused to handle and discuss 'securities' as the
typical sub-component of
portfolio of assets.
The objectives of the project report are:
To find out the awareness level of Investors about various
parameters ofPortfolio Management Schemes. Particularly, the rate
of return to the investor.
To investigate and determine the various strategies and practice
adopted by theinstitution offering Portfolio Management Services
and the resultant
satisfaction level of investors.
Table of Contents of Project Report:
Preface/ Summary of the Project
Acknowledgement
Chapter 1: Introduction
1. The Project
1.1 Portfolio Management Services - Problem Statement in
brief
1.2 What contribution it will make & to whom
1.3 Background of Company in brief
2. Introduction to Portfolio Management Services
3. Attributes of the Portfolio Management Services
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Promptness of Services Quality & flexibility of services
Service charges Track record of the company Minimum interest
required Database & computerization Research division Reporting
Networking Simplicity of procedures Broker card
4. Process of Portfolio Management
4.1 Investors Objectives
4.2 Stability of Principal
4.3 Growth of Income
4.4 Capital Appreciation
4.5 Investment Possibilities
4.6 Risk Involved
4.6.1 Equities
4.6.1.1 Diversifiable risk
4.6.1.2 Non-Diversifiable Risk
4.6.2 Bonds
4.6.2.1 Default Risk
5. Techniques of Portfolio Management
5.1 Equity portfolio
5.2 Equity Stock analysis
Chapter 2 Objectives & Scope
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Chapter 3 Methodology
Primary Data Secondary Data
Chapter 4 Data Collection
4.0. Primary Data Collection
4.0.1. Questionnaire
4.0.2. Structured Interview
Table 4.0.3 Summary of Responses from Investors
Table 4.0.4 Summary of Response from Brokers/Sub-Brokers
4.0.1 Investors Data Collection - Personal Particulars
4.0.2 Investors Data Collection - Main Questionnaire
4.1.0.1 Brokers/Sub-Brokers Data Collection Personal
Particulars
4.1.1.0 Brokers/Sub-Brokers - Data Collection Main
Questionnaire
4.2. Structured Interview - Investors
4.3 Structured Interview - Brokers/Sub-Brokers
4.4 Secondary Data Collection
Chapter 5 Data Analysis
Chapter 6 Findings
Chapter 7 Recommendations
Chapter 8 Limitations
Chapter 9 Conclusion
Appendix: Secondary Data
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Appendix: Bibliography/ References
Project Description :
Category : Project Report for MBA
Title :Project Report on Portfolio Management Services
Pages : 60
Description :This project report on Portfolio Management
Services, Process of
Portfolio Management Promptness of Services, Quality &
flexibility of services,
Service charges, Track record of the company, Minimum interest
required, Database
& computerization, Research division, Reporting, Networking,
Simplicity ofprocedures Broker card.
This project is our paid category, its cost is Rs. 2499/- only
without Synopsis and Rs.
2999/- only with synopsis. If you need this project, mail us at
this id
:[email protected]
We will send you a hardcopy with hard binding and a softcopy in
CD from courier.
mailto:[email protected]:[email protected]:[email protected]:[email protected]
