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Published by: albinpalakkaran on Apr 12, 2011
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PORTFOLIO MANAGEMENT SERVICES - A STUDY
2011
IMK ADOOR Page 1
CHAPTER-1INTRODUCTION
 
PORTFOLIO MANAGEMENT SERVICES - A STUDY
2011
IMK ADOOR Page 2
1.0 INTRODUCTION
There has been an explosion in the choice of financial services for individuals andfamilies in India in the last decade. The Indian financial services market has come a longway with an exponential increase in the depth and breadth of products available to theindividual to choose from. Simultaneously the levels of income have also increasedsignificantly.In today¶s complex financial markets, it is becoming increasingly difficult to select theright investment avenues. Each investment carries some risk and that it is vital to choosewisely. While there are plenty of options available to design your portfolio, the key is toinvest in a manner that allows you to potentially lower your investment risk and increaseyour chances of meeting your varied financial goals.Investing is a plan. The individual has to decide as to what his goals and how he has to gofrom one level of comfort to the other level.PMS is a service offered by various banks, AMCs and brokerage houses for professionally managing the portfolio of investments on behalf of individuals, firms,companies, trusts or societies for an agreed fee. The investor deposits his/her surplusfunds with the brokerage house/AMC and depending on the specific profile of theinvestor in terms of risk appetite and expectations of returns, the portfolio manager allocates these funds for investment in various instruments having various degrees of risk and return .In return for this service, the institution offering the PMS service gets basicfee and in some cases a variable fee based on the returns generated by the portfolio over aspecific period.In a country where high income individuals are growing at 20 to 25 percentages per year the PMS schemes make sense while considering the lack of time of investors and themarket knowledge. So the present study aims to draw light to this aspect by examiningthe features of the schemes of various portfolio management products. Another intentionis to find the customer awareness about PMS as a product among the various investmentoptions. Presently many financial service companies are offering PMS schemes withvarious options.
 
PORTFOLIO MANAGEMENT SERVICES - A STUDY
2011
IMK ADOOR Page 3
1.1 NEED FOR THE STUDY
Two important features of the current Indian financial market is the availability of a lot of investment avenues and the lack of knowledge of the investors. Moreover majority of investors are in short of time to understand regarding the various investment avenues andthe possible risk and return involved in the investment decisions. Portfolio ManagementServices came as a solution to this dilemma. But PMS also has got a lot features andaspects which one should know before investing. The present study tries to focus on thisaspect and the awareness level of investors.
1.2 OBJECTIVES OF THE STUDY
The present study entitled as µPORTFOLIO MANAGEMENT SERVICES ± A STUDYwith special reference to Geojit Financial Services Ltd¶ has undertaken with thefollowing specific objectives.To examine the features of Portfolio Management Services offered by financial servicecompanies with special reference to Geojit Financial Services Ltd.To study the investors preference towards Portfolio Management Service.
1.3 METHODOLOGY1.3.0 Size of sample
A sample of 100 individual investors from Cochin City was selected for the study.
1.3.1 Type of Sampling
This study utilizes the Convenience sampling method. Sample of 100 investors areselecting from various income classes starting from Rs.10, 000 and above per month therespondents are taken by giving due importance to the high earning youth, professionals,working women etc.
1.3.2 Data collection
Both primary and secondary data were collected and used for the study

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