Project on Portfolio Management
Portfolio management
Chapter 1: Introduction
1. The Project
1.1 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
Chapter 1: Introduction
1. The Project
1.1 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