Portfolio Management

CHAPTER – 1

INTRODUCTION

PORTFOLIO MANAGEMENT
Managing investments in equities requires time, knowledge, experience and constant monitoring of stock market. Those who need an expert to help to manage their investments, portfolio management services (PMS) comes as an answer. The business of portfolio management has never been an easy one. Juggling the limited choices at hand with the twin requirements of adequate safety and sizeable returns is a task fraught with complexities. Given the unpredictable nature of the stock market it requires solid experience and strong research to make the right decision. In the end it boils down to make the right move in the right direction at the right time.
A rational investor will have Five Objectives for Investment i.e. Stability, High Return Security of Investment, Wealth Creation and Appreciation For Investment Options, Availability For Investment Service and Information. A Portfolio Manager should Encourage - For Savings to Clients Guide - For Effective Tax Planning Motivate - For Wealth Creation Advise - Risk Management Support – Service. (make the modifications after meeting me)
The research project will explain how to ensure long-term viability in the financial services industry by depending on your ability to invest wisely in projects, meet regulatory targets and avoid the costly and public failures that brought down so many other organizations in the financial services industry.
Investment management is the professional management of various securities (shares, bonds and other securities) and assets (e.g., real estate), to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds, corporations etc.) or private investors (both directly via investment contracts and more commonly via collective investment schemes e.g. mutual funds or exchange-traded funds). The term asset management is often used to refer to the investment management... [continues]

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