SIGNIFICANCE OF RESEARCH

IN PORTFOLIO MANAGEMENT

Presented By:
Maheshwar Shukla
Srinivasa B
Nadeem Pasha
Varun V
Aravinda Bhat

MBA WP Section “A”

Portfolio and Portfolio Management

Portfolio :
grouping of financial assets such as stocks, bonds,
commodities, currencies and cash equivalents

Portfolio Management:
the art and science of making decisions about
investment mix and policy, matching investments to
objectives, asset allocation for individuals and
institutions, and balancing risk against performance

 The Key Elements of Portfolio Management

Asset
Allocatio
n

 Diversificati
on

Rebalancin
g
Process of Portfolio Management


 Research Methodology

 Research methodology can be treated as the heart of
the project without a proper and well organized
research plan it is impossible to complete the project
and draw conclusions and get result
 OBJECTIVES

 Compare performance of different stock in a year
 Compare the return from the portfolio using
different avenues
 To develop a new investment way
 To understand the concept of portfolio management
in current senario
Kotak Guaranteed Growth Fund


V/S
Kotak Dynamic Balanced Fund
 Significance/ Need/ Importance
 To understand the client’s investments
 To get know the “Risk”

RISK

How much risk How much risk

client can bear client needs to take
To know the return
 Overall portfolio returns
 Individual investment avenue returns
 Returns against the risk
 Returns compared to market return

 Diversification


For example, if you hold 1 company in your portfolio and
this fails, then you lose 100% of your investment. If you
hold 50 companies equally, and 1 fails, you only lose 2%.
 Asset allocation 
 Rebalancing your portfolio
 Market timing
 Market turbulence


 To avoid mistakes in investment, or taking wrong
investment decision.

During high market volatility:
 Whether to stay invested
 Whether to square off
