A RESEARCH REPORT PRESENTATION ON “PORTFOLIO MANAGEMENT OF KOTAK LIFE INSURENCE” By: AMIT KUMAR PANDEY Contact:+91-9560337610 Email: firstname.lastname@example.org UNITED INSTITUTE OF MANAGEMENT, GREATER NOIDA
Portfolio management is all about strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other tradeoffs encountered in the attempt to maximize return at a given appetite for risk.
Portfolio Management is the management of selected groupings of investments using integrated strategic planning, integrated architectures, and measures of performance, risk management techniques, transition plans, and portfolio investment strategies. In an ideal world the portfolio should be inclusive of all investments: people, processes and technology.
Creation of a portfolio helps to reduce risk, without sacrificing returns.
Portfolio management deals with the analysis of individual securities as well as with the theory and practice of optimally combining securities into portfolios.
An investor who understands the fundamental principles and analytical aspects of portfolio management has a better chance of success.
OBJECTIVES & SCOPE OF STUDY The study was conducted to understand each and every aspect of portfolio and to analyze the equity performance. The main objective of the present study is to accomplish the following objective.
To analyze the risk-return trade-off of the various investment plan.
Understanding the theories and concepts related to portfolio management.
RESEARCH METHODOLOGY Research methodology may be treated as the heart of the project without a proper and well organized research plan it is impossible to complete the project and draw conclusions and get results. RESEARCH OBJECTIVE:
To compare performance of different mutual funds in last one year.
To compare the return of a portfolio using different investment ways.
To develop a new investment way in mutual funds.
To compare the different portfolios being maintained by selected mutual funds.
To understand the concept and importance of Portfolio Management in today‘s scenario.
RESEARCH METHODOLOGY RESEARCH DESIGN: A research design is the arrangement of conditions for collection and analysis of data in a manner that aims to combine relevance to the research purpose with economy in procedure. The research design used in my study is basically exploratory in nature. METHOD OF DATA COLLECTION: The study made in use secondary sources. SECONDARY DATA COLLECTION: Secondary data have been collected from various Books and websites.