Project report portfolio management services

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

Questions Cloud

Write about sexual assault victims : Select a topic in Psychology that you would like to investigate further. You can choose a topic from the list provided, or let the text/companion site inspire you. write about sexual assault victims

Cost change control system : Your new project is coming in over budget and requires a cost change through the cost change control system. The cost variance was projected using which of the following tools and techniques?

Will companys strategy to market new products be successful : Chobani Inc. is venturing beyond the basic yogurt cups that made it famous. In your view, will the company's strategy to market the above new products be successful? Why or Why not?

A runner wants to run 14.4 km : A runner wants to run 14.4 km. She knows that her running pace is 7.2 mi/h. How many minutes must she run? Hint: Use 7.2 mi/h as a conversion factor between distance and time. (If you could please show steps of how you got the answer) Thank you

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, D..

Find the midpoint of the line segment joining the points : Find the midpoint of the line segment joining the points: (-9,14) and (3,11)

You are the business development manager of up and away : You are the Business Development Manager of 'Up and Away Airlines' an airline which is operating in the GCC countries. You and a colleague have been requested by the Regional Manager to investigate extending flights to the UK. Before going any furth..

Find the expacted lifetime of a lifetime of a light bulb : A bulb is selected at random from the storage room and tested.Find the probability that the bulb was produced by machine C given that it was still operating after 16 days.

Suggest two financial performance measures : Suggest two financial performance measures that would be useful in evaluating the performance of department managers at Nadaire Department Stores.

User Account

All Pages