Security Analysis and Portfolio Management: Introduction to Investment

1. Presented by
Ms. Gagandeep Kaur
Assistant Professor, Commerce

2. “ Sacrifice of certain present value for
future uncertain value”.

3.  Economic Investment: “Net additions to the Economy’s Capital
Stock”
 Business Investment: “It refers to the money put in a private
Business and add later on.”
 Investment in General Sense: “Monetary Commitment of
some sort”
 Financial Investment: “Investment in safe or risky assets with a
view to earn some gain over a given time period”

4.  Income
 Capital Appreciation:
a) Conservative growth
b) Aggressive growth
c) Speculation
 Forms of Return:
a) Periodic cash Receipts
b) Capital Gain
 Risk
 Safety and Security of Funds
 Liquidity
 Tax Consideration

5. Investment
Domestic
Investment
Securities Deposits Insurance
Real
Assets
Global
Investment
1. External
Commercial
Borrowing
2. Depository
Receipts
3. FCCB’s