NEED FOR SELECTING THE PROJECT

To get the overall knowledge of securities and investment.

To know how the investment 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 different companies are managing their portfolio i.e. when and in which
sectors they are investing.

To know what is the need of appointing a Portfolio Manager and how does he meets
the needs of the 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. Thats 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
clients to make investment in profitable avenues. A portfolio manager has to comply with the
provisions of the SEBI (portfolio managers) rules and regulations, 1993.
This 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 value of time and money? In other words, learn to
separate time from money.
When it comes to the importance of time, how many of us believe 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? The only difference between them is of the unit of time. No matter
whether you get your pay by the hour, bi-weekly, or annually; one thing common in all is that
the amount is paid to you according to amount of time you spent on working.

In other words, time is precious and holds much more importance than money. That is the
reason the time is considered as an important factor in wealth creation.
The project also shows the factors that one considers for making an investment decision
and briefs about the information related to asset allocation

INDEX

Sr. No.
1.

Topic
PORTFOLIO MANAGEMENT INTRODUCTION

Page No.

2.

TYPES OF PORTFOLIO MANAGEMENT

3.

PORTFOLIO MANAGEMENT PROCESS

4.

RISK RETURN ANALYSIS

5.

PORTFOLIO THEORIES

6.

PERSONS INVOLVED IN PORTFOLIO MANAGEMENT

7.

INVESTMENT ANALYSIS

8.

ASSEST ALLOCATION

9.

CONCLUSION

BIBLOGRAPHY