Finance Project Report Portfolio Management Services 2017

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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.

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