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Project On Portfolio Monitoring and Management

This document discusses portfolio management and monitoring. It covers the need for selecting this project topic, an executive summary of portfolio management services, and an introduction to portfolio management. Portfolio managers help investors make profitable investment decisions and comply with SEBI regulations. The document also discusses the importance of time in wealth creation and factors considered for investment decisions.

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Hari Venkatesh
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Download as DOCX, PDF, TXT or read online on Scribd
61 views

Project On Portfolio Monitoring and Management

This document discusses portfolio management and monitoring. It covers the need for selecting this project topic, an executive summary of portfolio management services, and an introduction to portfolio management. Portfolio managers help investors make profitable investment decisions and comply with SEBI regulations. The document also discusses the importance of time in wealth creation and factors considered for investment decisions.

Uploaded by

Hari Venkatesh
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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PROJECT ON

PORTFOLIO MONITORING AND MANAGEMENT

Submitted
Declaration
I………………………… student of ASM’s IBMR – Semester II
(2019-2020) hereby declare that I have completed this
project on “Portfolio Monitoring and Management”
The information submitted is true & original to the
best of my knowledge.
The conclusions and recommendation written in this
project are based on
The data collected by me while preparing this report

_____________
Signature
ACKNOWLEDGEMENT

It gives me a great pleasure to submit this project to


the South Indian Bank as a part of curriculum of my
MBA (Finance) course. I take this opportunity with
great pleasure to present before you this project on
“Portfolio Monitoring and Management” which is a
result of co-operation, hard work and good wishes of
many people.The most pleasant part of any project is
to express the gratitude towards all those who have
contributed to the success of the project.
I would like to thank ------------------- who has been my
mentor for this project. It was only through her
excellence assistance and good suggestions that I have
been able to complete this project.
With all the heartiest thanks; I hope my final project
report will be a great success and a good source of
learning and information.
INDEX
NEED FOR SELECTING THIS PROJECT

 To get the overall knowledge of the banking operations, securities and


Investment.

 To know how the investment are made in different securities minimizes


the risk and maximizes the returns,

 To get the knowledge of different factors that affects the investment


decision of investors.

 To know how South Indian Bank is managing their portfolio i.e. when
and in which sector they are investing.

 To know what is the need of appointing a Portfolio Manager and how


does he meets the needs of various investors.

 To get the knowledge about the role (played) and functions of portfolio
manager.

 To get the knowledge of investment decision and asset allocation.


EXECUTIVE SUMMARY

Investing in equities requires time, knowledge and constant monitoring


of the market. For those who need an expert to help to manage their
investments, portfolio management service (PMS) comes as an answer.

The business of portfolio management has never been an easy one.


Juggling the limited choices at hand with the twin requirements of adequate
safety and sizeable returns is a task fraught with complexities.

Given the unpredictable nature of the market it requires solid


experience and strong research to make the right decision. In the end it boils
down to make the right move in the right direction at the right time. That’s
where the expert comes in.

The term portfolio management in common practice refers to selection


of securities and their continuous shifting in a way that the holder gets
maximum returns at minimum possible risk. Portfolio management services
are merchant banking activities recognized by SEBI and these activities can be
rendered by SEBI authorized portfolio managers or discretionary portfolio
managers.

A portfolio manager by the virtue of his knowledge, background and


experience helps his client to make investment in profitable avenues. A
portfolio manager has to comply with the provisions of the SEBI (portfolio
managers) rules and regulations, 1993.
The project also includes the different services rendered by the portfolio
manager. It includes the functions to be performed by the portfolio manager.

What is the difference between the time value and money ? In other
words, learn to separate time from money.

When it comes to the important of time , how many of us belive that


time is money. We all know that the work done by us is calculated by units of
time. Have you ever considered the difference between an employee who is
working on an hourly rate and the other who is working on salary basis? Thw
only difference between them is of the unit of time . No matter whether you
get your pay by the hour, weekly or annually; one thing common in all is that
the amount is paid to you according to amount of time you spend on working.

In other words, time is precious and holds much more importance that
money. That is the reason the time is considered as an important factor in
wealth creation.

The project also shows the factor that one considers for making an
investment decisions and briefs about the information related to asset
allocation.
CHAPTER:- 1
PORTFOLIO MANAGEMENT

INTRODUCTION

Stock exchange operations are peculiar in nature and most of the


Investors feel insecure in managing their investment on the stock marker
because it is difficult for an individual to identify companies which have grown
prospects for investment. Further due to volatile nature of the market, it
requires constant reshuffling of portfolios to capitalize on the growth
opportunities. Even after identification the growth oriented companies and
their securities, the trading practices are also complicated, making it a difficult
task for investors to trade in all the exchange and follow up on post trading
formalities.

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