Finance Project Report Portfolio Management Services 2017
This task file affords facts regarding Portfolio Management Services, Process of Portfolio Management Promptness of Services, Quality & flexibility of services, Service fees, Track document of the corporation, Minimum hobby required, Database & computerization, Research division, Reporting, Networking, Simplicity of tactics Broker card.
Project Report Portfolio Management Services – Introduction :- Portfolio Management is a science for dealing with the various aggregate of Portfolio factors. These factors are the sub-additives, of which the bigger portfolio is formed; say, the factors may be ‘plans’ for a portfolio of plans, or ‘strategies’ for portfolio of techniques, or ‘securities’ for a portfolio of securities, and so forth. In standard, we may also say that the factors of a portfolio are exclusive kinds of belongings and in essence, portfolio control is dealing with these assets. We shall henceforth discuss with portfolio management as the management of these assets. In precise, the scope of this file has been targeted to address and talk ‘securities’ as the standard sub-element of portfolio of assets.
The objectives of the venture report are:
To find out the attention level of Investors approximately numerous parameters of Portfolio Management Schemes. Particularly, the price of return to the investor.
To investigate and decide the numerous techniques and exercise followed through the organization imparting Portfolio Management Services and the resultant pleasure level of traders.
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 quick
2. Introduction to Portfolio Management Services
3. Attributes of the Portfolio Management Services
Promptness of Services
Quality & flexibility of offerings
Service prices
Track document of the corporation
Minimum hobby required
Database & computerization
Research department
Reporting
Networking
Simplicity of tactics
Broker card
4. Process of Portfolio Management
4.1 Investors Objectives
4.2 Stability of Principal
4.Three Growth of Income
4.4 Capital Appreciation
4.Five Investment Possibilities
4.6 Risk Involved
4.6.1 Equities
four.6.1.1 Diversifiable danger
4.6.1.2 Non-Diversifiable Risk
four.6.2 Bonds
four.6.2.1 Default Risk
five. Techniques of Portfolio Management
5.1 Equity portfolio
5.2 Equity Stock analysis
Chapter 2 Objectives & Scope
Chapter three Methodology
Primary Data
Secondary Data
Chapter four Data Collection
4.Zero. Primary Data Collection
four.0.1. Questionnaire
4.Zero.2. Structured Interview
Table four.0.Three Summary of Responses from Investors
Table four.Zero.4 Summary of Response from Brokers/Sub-Brokers
4.0.1 Investors Data Collection – Personal Particulars
4.0.2 Investors Data Collection – Main Questionnaire
four.1.Zero.1 Brokers/Sub-Brokers Data Collection Personal Particulars
four.1.1.Zero Brokers/Sub-Brokers – Data Collection Main Questionnaire
4.2. Structured Interview – Investors
four.3 Structured Interview – Brokers/Sub-Brokers
four.Four Secondary Data Collection
Chapter five Data Analysis
Chapter 6 Findings
Chapter 7 Recommendations
Chapter eight Limitations
Chapter nine Conclusion
Appendix: Secondary Data
Appendix: Bibliography/ References
Project Description :
Category : Project Report for MBA
Title : Project Report on Portfolio Management Services
Pages : 60
Description : This mission document on Portfolio Management Services, Process of Portfolio Management Promptness of Services, Quality & flexibility of services, Service costs, Track document of the organisation, Minimum interest required, Database & computerization, Research division, Reporting, Networking, Simplicity of processes Broker card.
