A STUDY ON PORTFOLIO MANGEMENT
INTRODUCTION TO THE COMPANY:
Sharekhan Ltd. is one of the leading retail stock broking house of SSKI Group which is running successfully since 1922 in the country. It is the retail broking arm of the Mumbai-based SSKI Group, which has over eight decades of experience in the stock broking business. Sharekhan offers its customers a wide range of equity related services including trade execution on BSE, NSE, Derivatives, depository services, online trading, investment advice etc. The firm’s online trading and investment site - www.sharekhan.com - was launched on Feb 8, 2000.
PROFILE OF THE COMPANY:
Name of the company : Sharekhan ltd.
Year of Establishment : 1925
Headquarter : Sharekhan Ltd. , 10th Floor , Beta Building , Lodha iThink Techno Campus , Off. JVLR , Opp. Kanjurmarg Railway Station Kanjurmarg (East) Mumbai – 400042 , Maharashtra , India Nature of Business : Service Provider
Services : Equities, Derivatives, Commodities, Mutual Fund Portfolio Management, IPO, Depository Services Online Services and Technical Research. No. of Employees : Over 3500
Revenue : Data Not Available
Website : www.sharekhan.com
Slogan : Your Guide to The Financial Jungle.
To be the best retail brokering Brand in the retail business of stock market.
To educate and empower the individual investor to make better investment decisions through quality advice and superior service.
* To understand how Sharekhan invests the funds in different sectors in order to achieve decent growth. * To understand how to diversify a portfolio so as to reduce the risk * To understand the level of participation required in the part of the fund manager and the investor.
INTRODUCTION TO THE STUDY:
The field of investment traditionally divided into security analysis and portfolio management. The heart of security analysis is valuation of financial assets. Value in turn is the function of risk and return. These two concepts are in the study of investment .Investment can be defined the commitment of funds to one or more assets that will be held over for some future time period. In today’s fast growing world many opportunities are available, so in order to move with changes and grab the best opportunities in the field of investments a professional fund manager is necessary. Therefore, in the present scenario the Portfolio Management Services (PMS) is fast gaining importance as an investment alternative for the High Net worth Investors. Portfolio Management Services (PMS) is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the entire fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolio, your account may be unique. Investment Management Solution in PMS can be provided in the following ways: i. Discretionary
ii. Non Discretionary
Under these services, the choice as well as the timings of the investment decisions rest solely with the Portfolio Manager. Non Discretionary: