It is a type of investment in a from of group by an individual or firm or public organization. Advantages of Portfolio Investment. Disadvantages of portfolio Investment Process of developing portfolio.

1. Presentation By : Hemant Raj Pandey
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*A portfolio investment is a passive investment in
the form of group; by individuals, firms or public
organizations in the financial instruments such as
financial assets, equity securities, bonds and
stocks within a country or outside the country.
*In general, any foreign exchange that is not direct
investment is considered as portfolio investment.

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1. Create Investment Policy Statement.
2. Develop an Investment Strategy.
3. Implement the Created Plan.
4. Monitor and Update the plan.

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Is used for short
term financial gain
by an individual or
organization.
Minimizing risk of
loss.
Preserving capital. Diversification.

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Investment Risk
Price Risk
Market Risk
Interest rate Risk
and exchange
rate risk
Liquidity Risk

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