PORTFOLIO

MANAGEMENT

By
Mrs. Reshma Baid R.
 WHAT IS PORTFOLIO?

 It is a collection of Investment Tools

such as Shares, Bonds, Mutual Funds,
etc. depending on the Investor’s
Income, Budget and Convenient Time
frame.
PORTFOLIO
MANAGEMENT
is the art and
science of making
decision about
Investment mix,
Matching
Investments to
Objectives and
Balancing Risk
against
Performance.
 It is an Art of selecting the right
Investment Policy for the Individual in
terms of Minimum Risk and Maximum
Return

 To Balance Risk and Reward in your

Investment there should be
Diversification in your Portfolio.

 Diversification is the practice of

spreading your Investment across
several asset classes.
ASSET ALLOCATION
EQUITY
GOVERNMENT SECURITIES AND SCHEMES
OBJECTIVE OF INVESTMENT
 INVESTMENT STRATEGY

EQUITY EQUITY EQUITY

GSS GSS GSS
MF MF MF
C C C

AVERAGE ANNUAL AVERAGE ANNUAL AVERAGE ANNUAL

RETURN 15% RETURN 24% RETURN 28%

CONSERVATIVE MODERATE GROWTH

 SURVEY ON WOMEN
 According to 2011 Census Data, only
25.5 % Women are Working in India
 Out of these only 23 % were sole
decision makers
 This group is Dominated by Divorced or
Widow Women
 10% of Non-Working Women are sole
decision makers and 53% are merely
informed about Household Investments
decision
STEPS WE ALL CAN TAKE

1.Participate In Financial
Management
2. Investment At Work
3. Investment Clubs
4. Find A Financial Advisor
Thank you