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PROJECT REPORT ON
SUBMITTED BY: KEWAL GALA TYBMS (Semester V) 2007-08 ROLL NO. : 78
UNDER THE GUIDANCE OF: PROFESSOR NAVEEN ROHATGI
DATE OF SUBMISSION: 31st OCTOBER, 2007
NARSEE MONJEE COLLEGE OF COMMERCE & ECONOMICS VILE PARLE (WEST), MUMBAI – 400 056.
KEWAL GALA. The information submitted is true and original to the best of my knowledge. of TYBMS (Semester V) hereby declare that I have completed this project on “INVESTMENT MANAGEMENT” in the academic year 2007-08. ____________ Signature of Student [ Kewal Gala ] ii .Basics of Investment Management 2007-08 DECLARATION I. of Narsee Monjee College of Commerce & Economics.
_____________ Signature of the Project Coordinator ______________ Signature of the Principal of the College iii . Naveen Rohatgi.Basics of Investment Management 2007-08 CERTIFICATE I. The information submitted is true & original to the best of my knowledge. Prof. hereby certify that Kewal Gala of Narsee Monjee College of Commerce & Economics of TYBMS (Semester V) has completed the project on “INVESTMENT MANAGEMENT” in the academic year 2007-08.
Basics of Investment Management 2007-08 ACKNOWLEDGEMENTS Any project undertaken requires a lot of guidance and encouragement for its completion. Reema Kothari for their valuable contributions in guiding me at every stage throughout this project. and this project would be lacking in its totality were I to contain my profound feeling of gratitude to the people without whom this project would not have been successful. I have consulted an extensive body of literature and I am immensely grateful to a number of authors who have shaped my thinking. In making of this project. iv . Naveen Rohatgi & Prof. I am grateful to Prof.
they are awed by the presence of sophisticated professionals and mighty institutions operating in a highly competitive battlefield. Investing. if you understand the basics of investment.Basics of Investment Management 2007-08 EXECUTIVE SUMMARY The study conducted is a FM Study. Indeed. Many people find investing to be a daunting task. v . you will find investing enjoyable as well as rewarding. They are overwhelmed by the bewildering range of investment options and confused by the specialized jargon and arcane terminology. Get introduced to the world of investment and understand the risks Describe the characteristics of various investment options available to investors. Objectives: The main objective of this project is to provide a guided tour of the so-called „complex‟ world of investments and seek to improve our skills in playing the investment game. Explain techniques used by professionals for analyzing and valuing investment options. Offer a set of guidelines for investors with varying inclinations. The topic that I have selected for the study is Investment Management. however. learn how to apply a few simple decisions. they are perplexed by the intricacies and apparent irrationality of the capital market. Present a framework for investment management. is not as difficult as it appears prima facie.
Topic Introduction to Investment Management Overview Investment Attributes Sources of Investment Risk Page No. 1 1 2 5 2.Basics of Investment Management 2007-08 CONTENTS Sr. No 1. Investment Management Framework 37 4. Life-Cycle Investing 64 vi . Investment Decisions Common Errors in Investment Management Qualities for Successful Investing Action Guidelines 47 47 52 56 5. Spectrum of Investments Equity Shares Fixed Income Securities Mutual Fund Schemes Deposits Tax Sheltered Savings Schemes Life Insurance Real Estate Precious Objects Financial Derivatives 7 9 12 17 22 26 29 32 34 36 3.