Project report portfolio management services

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Reference no: EM13960162

Project Report Portfolio Management Services

This project report provides information regarding 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 of procedures Broker card.

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 of Portfolio Management Schemes. Particularly, the rate of return to the investor.
To investigate and determine the various strategies and practice adopted by the institution 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

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

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

Appendix: Bibliography/ References

Reference no: EM13960162

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