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Dr. N. G. P. Arts and Science College, Coimbatore
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
INVESTMENT
MANAGEMENT
Unit I
Dr. R. PREMA
ASSOCIATE PROFESSOR
DEPARTMENT OF COMEMRCE CA
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
Real
Assets
•Tangible assets
•Physical Appearance
•Marketable or Non-marketable
•Moveable or Non-moveable
• Land & Buildings
• Furniture
• Gold, Silver, Diamonds
• Artifacts
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
Financial
Assets
•Represented by securities
•Paper securities
•Easily Traded
•Marketable & Transferable
• Shares
• Bonds & Debentures
• Bills
• Loans
• Fixed Deposits
• Derivatives
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
Commodity
Assets
•To diversify the portfolios
•To Make gains
•Consist of wheat, sugar, potatoes,
rubber, coffee and other grains
• Also consists of items like
cotton, crude oil and
foreign currency
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
WHY IS
INVESTMENT
IMPORTANT?
•Longer life expectancy
•Taxation
•Interest rates
•Inflation
•Income
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
Nature of
Investment
Risk
Return
Safety
Liquidity
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
Importance of
Investment
1. Planning for retirement
2. Increasing rates of tax
3. Interest rates
4. Increasing rate of inflation
5. Larger Incomes
6. Availability of a complex number of investment outlets
7. Other factors
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
KINDS OF
INVESTMENT
Very Secure &
Fixed Income
Investments
Equity Shares
Fixed Income
Investments
Secure & Fixed
Income
Investments
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
INVESTMENT
PROCESS
Investment Policy
Investment Analysis
Valuation of Securities
Construction of Portfolio
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India
Dr. N.G.P. ASC
Coimbatore, Tamil Nadu, India

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