1. Introduction
On going process of constructing porfolios
Diversification of Investment-
Stocks,Bonds,Mutual Funds etc
Maximum Returns
Balancing Risk
Capital Growth
Liquidity
Manager Required Networth Rs.2 Crore
Registeration fees Rs.10 lakh

3. Portfolio Management Services
Selection of Securities
Provided By Broking Houses
Transparency
HNI customers
Personalized Service
Review & Reporting
Demat Account
NRI – PIS Account
Portfolio Manager-Discretionary &
Non.Discretionary

4. SBI Bonds Listing Date: March 23, 2011 - Wednesday
Face Value : Rs.10,000/-
Paid up Value of (Rs.): Rs.10,000/-
Issue Price Rs.10,000/-
No of Bonds Issued: 559,401
Date of Allotment: 16-Mar-2011
Tenure: 10 years
Redemption Date : 16/03/2021
Redemption Amount: 10,000
Credit Rating: “AAA” by CARE and
“AAA” Stable by CRISIL
Market Lot: 1
Coupon (%) p.a.: 9.75

5. Investments up to ` 20,000 per annum will be exempted from
tax under section 80 ccf of the income tax act.
Meant for investors looking for income and capital
protection
Tenure: 10 years
T.S.VIJAYAN (CHAIRMAN OF
Interest rate 7.85%-7.95% after tax LIC)
Loan on bonds after 5 years
Open for individual or huf

6. PFC Bonds Issue Open Date: February 24, 2011
PFC Bonds Issue Close Date: March 22, 2011
PFC Bonds Issue Size: Rs 5,300 crore
PFC Bonds Face value: Rs. 5000
PFC Bonds Issue Application for Retailers
Minimum Application: Rs. 5000
MR.SATNAM SINGH (CHAIRMAN AND
PFC Bonds Maturity: 10 years or 15 years MANAGING DIRECTOR)
(depending on the bond series)
PFC Bonds Lock in period: 5 years
Credit Rating: The issue has been rated
AAA / Stable by CRISIL and LAAA with
stable outlook by ICRA.
Listing & Tranding: BSE

7. 2011 IFCI Bonds Issue Open Date: June 01,2011
2011 IFCI Bonds Issue Close Date : July 15, 2011
Eligible Investors: All Resident Individuals and Domestic Non-
Individuals.
Face Value: Rs.10,000/- per bond
Minimum Application: Rs. 1,00,000/- (i.e. 10 Bonds of Rs. 10,000
each)
Application in multiples of: Rs. 10,000/- (i.e.1 Bond)
Maximum Application: Rs. 50 crore (Rs. Fifty crore)
MR. ATUL KUMAR (CHAIRMAN OF
(50,000 Bonds of Rs.10,000/- each) IFCI)
Rating: BWR 'AA –' by Brickwork Ratings
India Pvt. Limited; CARE 'A' by CARE Ratings
(Credit Analysis & Research Ltd.); 'LA' by
ICRA Limited
Listing: Proposed to be listed on BSE

8. IDFC Bonds Issue Open Date: February 28, 2011
IDFC Bonds Issue Application for Retailers Minimum Application:
Rs. 5000
IDFC Bonds Issue Size: Rs 3400 crore
IDFC Bonds Face value: Rs. 5000
IDFC Bonds Issue Close Date: March 16, 2011
IDFC Bonds Maturity: 10 years
MR.DEEPAK
PAREKH(CHAIRMAN OF
IDFC Bonds Lock in period: 5 years IDFC)
Credit Rating: LAAA by ICRA, the highest
credit quality rating assigned by ICRA,
indicating a stable outlook Listing & Tranding:
BSE and NSE

9. TATA CONSULTANCY SERVICES
PROFIT & LOSS STATEMENT
( in Cr.) Sep-11 Jun-11 Dec-10
Income Statement
Revenue 9,329.24 8,613.56 7,627.26
Other Income 1,420.48 257.4 137.19
Total Income 10,749.72 8,870.96 7,764.45
Expenditure -6,668.85 -6,179.50 -5,282.19
Interest -8.47 -2.36 -2.6
PBDT 4,072.40 2,689.10 2,479.66
Depreciation -173.87 -157.26 -139.23
PBT 3,898.53 2,531.84 2,340.43
Tax -711.42 -469.41 -288.68
Net Profit 3,187.11 2,062.43 2,051.75
Equity -- -- --
EPS 16.27 10.52 10.46
CEPS -- -- --
OPM % 43.74 31.25 32.54
NPM % 34.16 23.94 26.9

10. Balance sheet
Mar ' 11 Mar ' 10
Sources of funds
Owner's fund
Equity share capital 195.72 195.72
Share application money - -
Preference share capital 100 100
Reserves & surplus 19,283.77 14,820.90
Loan funds
Secured loans 35.87 29.25
Unsecured loans 5.25 6.49
Total 19,620.61 15,152.36
Uses of funds
Fixed assets
Gross block 6,030.16 4,871.21
Less : revaluation reserve - -
Less : accumulated depreciation 2,607.98 2,110.69
Net block 3,422.18 2,760.52
Capital work-in-progress 1,345.37 940.72
Investments 5,795.49 7,893.39
Net current assets
Current assets, loans & advances 15,480.07 10,837.08
Less : current liabilities & provisions 6,422.50 7,279.35
Total net current assets 9,057.57 3,557.73
Miscellaneous expenses not written - -
Total 19,620.61 15,152.36

11. Name-bernie lawrence madoff.
Born -1932
Monthly earnings-$5000.
Owner of-bernard l. madoff
investment securities llc.
Established in 1960
Become famous in 1980 bcoz of high
returns that is 10% or more than that
Introduced a new scheme that is ponzi
scheme
Scam continued from 1970 till
11,dec2008.
Total scam was of $17 billion.