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Portfolio Management Project Report

This document is a project report submitted by Pratik Jayaram Gamare to the University of Mumbai for his Master of Commerce degree. The report explores portfolio management, including its objectives, steps involved, types of portfolios, factors to consider, and SEBI guidelines and regulations. It contains chapters on introducing portfolio management concepts, reviewing literature, understanding the concept, and summarizing the study. The report was completed under the guidance of Dr. Vivek Deolankar and assesses portfolio management to gain a deeper understanding of the topic.

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Kachava Nadim
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12K views10 pages

Portfolio Management Project Report

This document is a project report submitted by Pratik Jayaram Gamare to the University of Mumbai for his Master of Commerce degree. The report explores portfolio management, including its objectives, steps involved, types of portfolios, factors to consider, and SEBI guidelines and regulations. It contains chapters on introducing portfolio management concepts, reviewing literature, understanding the concept, and summarizing the study. The report was completed under the guidance of Dr. Vivek Deolankar and assesses portfolio management to gain a deeper understanding of the topic.

Uploaded by

Kachava Nadim
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
  • CHAPTER 1 - INTRODUCTION: Covers the introduction and definition of portfolio management, objectives, and the steps involved in the management process.
  • CHAPTER 2 - REVIEW OF LITERATURE: Analyzes existing literature on different types and techniques of portfolio management.
  • CHAPTER 3 - UNDERSTANDING OF CONCEPT: Delves into the conceptual underpinnings of SEBI rules and portfolio management guidelines.
  • CHAPTER 4 - SUMMARY OF THE STUDY: Provides a summary and the conclusions based on the study's findings and discussions.

Department of Commerce University of Mumbai

Vidyanagri, Kalina Campus,


Santacruz ( East ),
Mumbai 400 098.
A PROJECT
ON
Portfolio Management-Ojective, Steps involved, Types, Factors,
SEBI
Guidelines rules & Reglation.
In the Subject
INVESTMENT MANAGEMENT
SUBMITTED
TO UNIVERSITY OF MUMBAI
FOR SEMESTER-IV
OF
MASTER OF COMMERCE
BY
NAME OF THE STUDENT:PRATIK JAYRAM GAMARE
(Roll No. 15)
UNDER THE GUIDANCE OF
Dr. VIVEK DEOLANKAR,
PROFESSOR,
DEPARTMENT OF COMMERCE,
UNIVERSITY OF MUMBAI
YEAR 2013-2014

DECLARATION BY STUDENT

1. PRATIK JAYRAM GAMARE stdent of [Link]. Part-II (Semester IV) Roll


NO.15 hereby declare that the Project for the Paper
Title Portfolio Management-Ojective, Steps involved, Types, Factors,
SEBI
Guidelines rules & Reglation.
Submitted by me for Semester IV during the year 2013-2014, is bassed on
actual work carried out by me under the supervision of Prof. Dr. Vivek
Deolankar

I.

Further state that this work in original and not submitted anywhere
else for any examination.

Signature of Student

Internal Assessment: Project 40 Marks

Name of the

Claass

Sr. No.

Staudent
First Name : Pratik
Fathers Name :
Jayaram
Surname: Gamare

[Link], Part-II
(Semester IV)
(Banking & Finance)

15

Subject: INVESTEMENT MANAGEMENT


Topic for the Project: Portfolio Management-Ojective, Steps involved,
Types, Factors, SEBI Guidelines rules & Reglation.

Name of the

Marks Awarded

Student
DOCUMENTATION
Internal Examiner
(Out of 10 Marks)
External Examiner
(Out of 10 Marks)
Presentation
(Out of 10 Marks)
Viva and
Interaction
(Out of 10 Marks)
TOTAL MARKS (OUT
OF 40)

CONTENTS

Signature

Sl.

PARTICULARS

PAGE NO.

No.
CHAPTER 1 INTRODUCTION
1.1

INTRODUCTION & Defination of Portfolio

1.2

OBJECTIVE OF PORTFOLIO MANAGEMENT

1.3

PORTFOLIO MANAGEMENT INVOLVES

1.4

STEPS INVOLVED IN THE PORTFOLIO

MANAAGMENT
CHAPTER 2 REVIEW OF LITERATURE
2.1

TYPES OF PORTFOLIO MANAGEMENT

14

2.2

NEED FOR PORTFOLIO MANAGEMENT

16

2.3

The Basics of portfolio management can be

18

known through the following factors


2.4

THE SYSTEMATIC RISK ARISES DUE TO THE


DOLLOWING FACTORS

Internal Assessment: Project 40 Marks


Name of the
Staudent

Claass

Sr. No.

21

First Name : Pratik


Fathers Name :
Jayaram
Surname: Gamare

[Link], Part-II
(Semester IV)
(Banking & Finance)

15

Subject: INVESTEMENT MANAGEMENT


Topic for the Project: Portfolio Management-Ojective, Steps involved,
Types, Factors, SEBI Guidelines rules & Reglation.
Name of the

Marks Awarded

Signature

Student
DOCUMENTATION
Internal Examiner
(Out of 10 Marks)
External Examiner
(Out of 10 Marks)
Presentation
(Out of 10 Marks)
Viva and
Interaction
(Out of 10 Marks)
TOTAL MARKS (OUT
OF 40)

EVALUATION CERTIFICATE
This is to certify that the undersigned have assessed and evaluated the
project on Portfolio Management Objective, Steps involved,
Types, Factors, SEBI Guidelines rules & Regulation.

Submitted by PRATIK JAYARAM GAMARE student of [Link], Part II,


This project is original to the best of our knowledge and has been
accepted for Internal Assessment.

Internal Examiner
the Department

External Examiner

Head of

Prof. Dr. Vivek


Deolankar
EVALUATION CERTIFICATE
This is to certify that the undersigned have assessed and evaluated the
project on Portfolio Management Objective, Steps involved,
Types, Factors, SEBI Guidelines rules & Regulation.

Submitted by PRATIK JAYARAM GAMARE student of [Link], Part II,


This project is original to the best of our knowledge and has been
accepted for Internal Assessment.

Internal Examiner
the Department

External Examiner

Head of

Prof. Dr. Vivek


Deolankar
M-COM (PART)-2 Banking & Finance Sem-IV
Management

Bibliography

Investment

The information is taken from various sources such as books,


magazines, articles, internet etc.
Books/References :
1) Name of the Book :
Author
:
Publisher

Investment Management
[Link]
:
Himalya Publishing House 2006.

2) Name of the Book :

Investment Management ( Security

analysis & Portfolio Management. )


Author
:
[Link]
Publisher
:
Schand & Company limited 2007.
3) Name of the Book :
Author
:
Publisher

Investment Management
[Link]
:
Himalya Publishing 2011.

CHAPTER 3 UNDERSTANDING OF CONCEPT

3.1

SEBI Portfolio

24

Management
Guidelines
3.2

SEBI ( Portfolio
Managers) Rules

26

Regulation 1993.
3.3

IMPORTANCE OF

28

PORTFOLIO
MANAGEMENT
3.4

HOW TO IMPROVE

30

PORTFOLIO
MANGEMENT
CHAPTER 4 SUMMARY OF THE STUDY
4.1

Executive Summary

32

4.2

Conclusion

33

APPENDICES
Abbreviations
Bibliography

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