A STUDY ON

PORTFOLIO
MANAGEMENT OF
"TATA CAPITAL
HOUSING FINANCE
LTD"

RASHI ARORA

212221672134

MBA 2ND YEAR 3RD SEM

CONTENTS
• INTRODUCTION

• OBJECTIVES

• NEEDS

• SCOPE

• RESEARCH METHODOLOGY

• CHAPTERIZATION

• CONCLUSION
 Portfolio management is the art and science of selecting
and overseeing a group of investments that meet the long-
term financial objectives and risk tolerance of a client, a
company, or an institution.

INTRODUCTION
Tata Capital Financial Services Limited ("TCFSL") is a
subsidiary of Tata Capital limited. The Company is
registered with the Reserve Bank of India as a Systemically
Important Non Deposit Accepting Non Banking Financial
Company (NBFC) and offers fund and fee-based financial
services to its customers, under the Tata Capital brand.
TATA CAPITAL • TCHFL's wide product range includes loans for purchase and construction
of a residential unit, purchase of land, home improvement loans, home

HOUSING FINANCE extension loans, project finance loans to developers etc.

LTD
OBJECTIVES OF • The objective of portfolio management is to create and
maintain a personalized plan for investing over the long term
PORTFOLIO in order to meet an individual's key financial goals.

MANAGEMENT.
NEED OF
THE STUDY
• Portfolio management minimizes the
risks involved in investing and also
increases the chance of making profits.

• Portfolio managers understand the

client’s financial needs and suggest the
best and unique investment policy for
them with minimum risks involved.
SCOPE OF Portfolio Management is a continuous process. It is a dynamic activity. The
following are the basic operations of a portfolio:

PORTFOLIO • Identification of investor’s objective, constraints and preferences.

MANAGEMENT • Monitoring the performance of portfolio by incorporating the latest market

conditions.
 RESEARCH
METHODOLOGY
• This report is based on secondary data. One of
the most important users of research
methodology is that it helps in identifying the
problem, collecting, analyzing the required
information data and providing an alternative
solution to the problem. It also helps in
collecting the vital information that is
required by the top management to assist
them for the better decision making both day
to day decision and critical ones.

•  The study consists of analysis about Investors

Perception about the Portfolio Management
Services offered by Tata Capital Ltd Limited.
For the purpose of the study 100 customers
were picked up at random and their views
solicited on different parameters.
 The company was incorporated in 2010 and is headquartered in
Mumbai, India. Tata Capital Financial Services Limited is a
subsidiary of Tata Capital Limited.  As of June 30, 2018, it

COMPANY PROFILE operated 134 offices in 23 states. It has employee base of 2612
employees. 

OF TATA CAPITAL
HOUSING LTD

It operates through Financing Activity, Investment Activity, and

Others segments. The company offers loans for new and used
cars. It also provides two wheeler, personal, and consumer
durable loans. 
CONCLUSION

Finance Industry is wide industry wherein NBFC is a part of the huge industry. 

Tata Capital Financial Services Limited, a one-stop financial service provider that caters to the
diverse needs of retail, corporate and institutional customers across businesses. 

Tata Capital Financial services Limited provides a service of Research insights that helps the
investors to take informed decisions.
 Security Analysis and
Portfolio Management -
Dr. P.K.BANDGAR

Investment Analysis and

BIBLOGRAPHY Portfolio Management

& www.google.com

WEBLIOGRAPH
Y www.yahoo.com

www.wikipedia.com