Syllabus
Syllabus
INVESTMENT MANAGEMENT
Course Objectives:
The main objectives of this course are to enable the students to
1. provide a general understanding about investment avenues and personal finance.
2. give a broader understanding about behavioral finance and how it equip to decide personal
Investment.
3. understand the characteristics of securities markets and the instruments traded therein.
4. give boarder understanding about fundamental and technical analysis.
5. analyze risk and return of securities and manage portfolios of investment.
Learning Outcome:
On the successful completion of the course, student will be able to:
1 recall various investment avenues and personal finance.
2 understand securities markets, regulation and its instruments
3 examine fundamental analysis of an organization using financial data
information.
4 examine technical analysis of an organization using financial data
information.
5 evaluate risk return of securities in different investment proposal.
Teaching Methods
Brain Storming
Group Discussion
Quiz Method
Lecture Method
Solving Proble
Module :1 Introduction
Nature, Meaning and scope of Investment – Importance of Investment – Factors
influencing Investment – Investment media – Features of investment
Programme – Investment Process – Development of Financial system in India.
Module :2 Capital Market
Capital Market – New issue Market and stock exchange in India – B.S.E –
N.S.E –Kinds of Trading activity – Listing of Securities – SEBI and its Role
and guidelines. SEBI investors protection.
Module :3 Fundamental and Technical Analysis
Fundamental and Technical Analysis – Security evaluation – Economic
Analysis – Industry Analysis – Company Analysis – Technical Analysis –
Portfolio Analysis.
Module :4 Investment Alternatives
Investment Alternatives – Investment in Bonds, Equity Shares, Preference
shares, Government Securities – Mutual Funds – Real Estate – Gold – Silver –
Provident fund – Unit Trust – The Post Office Savings Scheme – LIC , Crypto
currencies
Module :5 Portfolio Management
Portfolio Management – Nature, Scope – SEBI Guidelines to Portfolio
Management – Portfolio Investment Process – Elements of Portfolio
Management – Portfolio Revision – Needs and
Problems – Capital Asset Pricing Model (CAPM)
Essential Readings