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PORTFOLIO MANAGEMENT’

PORTFOLIO MANAGEMENT’

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Published by: sumesh894 on May 04, 2010
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Study of Portfolio Management
Profile and Historical Background of the‘Shrishma Portfolio & Investment services Ltd.’
Address:
1/D Priya Apt.,Opp. Old civil court, Nanpura, Surat.Shrishma Portfolio & Investment Services Ltd. is an InvestmentCompany registered under Companies Act 1956 since 1995. It provides a proper solution to the investors regarding any investment related queries.The company has all modern communication facilities, infrastructure.The main objective of the company is to help the investors inmanaging their investment portfolio. The other objective is to provide best service and guideline to the clients for their suitable investmentavenue, so they get maximum gain with safety for their future. Generally, people is not aware about different safe and gainful investment avenue, if they invest their money in any investment avenue there are chances toincur a loss and could not get the proper return from it.Shri Satish joshi is a Director of the company. He has more thantwenty five year's wide experience in Capital Market, Financial ServiceSector, and Equity Research.During his college life in 1976-77 he started applying in equityissues. A small beginning of Rs. 500/- of the year 1976-77 has reached tolacks of Rs. investment. He has done M.Sc. (1
st
class) in 1982 from S. P.University, Post graduate in computer science (1st class) in 1982-83. He joined PRL (Physical Research Laboratory) as computer scientist. Thehabit of doing research and analysis has given advantage in equityresearch. He spend two year in C.F.A and recently passed exam of Association of Mutual Fund Industries (AMFI) for validity of his mutualfund activities. He has spent several years in fundamental analysis. Then
PProf. V. B. Shah Institute of Management & R. V. Patel College of Commerce, Amroli.
1
 
Study of Portfolio Management
he started writing regular articles in various news papers and magazines.He is appearing on T.V. channels for his investment advice. He has beenrespected by thousand of investors and has earned reputation as one of most successful equity research analyst.He is a regular student of Yoga classes and meditation. His natureof helping everybody has proved beneficial to the society.He believes in and respects GOD. He loves challenge and strugglefor excellence. His primary objective of advice is "no investors of himshould lose".He is equally efficient in technical analysis. He has attendedseveral seminars on technical analysis. He is a professional advisor tomany Charted Accountants, engineers, advocates and managers.
Saving:
PProf. V. B. Shah Institute of Management & R. V. Patel College of Commerce, Amroli.
2
 
Study of Portfolio Management
Saving are excess of income over expenditure for any economicunit. Thus,S = Y – EWhere, S is saving,Y is income andE is expenditure.Secondly, excess funds or surplus in profits or capital gains arealso available for investment. Thus,S = W1 – W2Where, W1 is wealth in period 2,W2 is wealth in period 1,So, the difference between them is capital gains or losses.Thirdly, investment is also made by many companies andindividuals by borrowing, from others. Thus the Corporate Sector andGovernment Sector are always net borrows, as they invest more than their savings. Thus,S = B – LWhere, B is borrowingsL is landingsSavings can be negative or positive
Why Saving:
Saving is abstaining from present consumption for a future use.Saving are sometimes autonomous coming from households as a matter of habit. But bulk of the savings come for specific objectives, like interestincome, future needs, contingencies, precautionary purposes, or growth infuture wealth, leading to rise in the standard of living etc.
Saving and Investment:
PProf. V. B. Shah Institute of Management & R. V. Patel College of Commerce, Amroli.
3

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