As part of my internship I worked at Shriram Fortune Solutions Limited.The title of my internship project was Portfolio Management. Here I'm sharing my Internship presentation
Many investors mistakenly base the success of their portfolios on returns alone. Few consider the risk that they took to achieve those returns. Since the 1960s, investors have known how to quantify and measure risk with the variability of returns, but no single measure actually looked at both risk and return together. Today, we have three sets of performance measurement tools to assist us with our portfolio evaluations. The Treynor, Sharpe and Jensen ratios combine risk and return performance into a single value, but each is slightly different. Which one is best for you? Why should you care? Let's find out.
Portfolio performance measures should be a key aspect of the investment decision process. These tools provide the necessary information for investors to assess how effectively their money has been invested (or may be invested). Remember, portfolio returns are only part of the story. Without evaluating risk-adjusted returns, an investor cannot possibly see the whole investment picture, which may inadvertently lead to clouded investment decisions.
Dear Students
We can help you to write total dissertation/project report.
Our 9 step method of project writing:-
Step 1) Helping you in Selection of topic.
Step 2) Group discussion / conference call with in team of professors.
Step 3) Helping you in Preparation of Synopsis/ proposal & sent to project guide
Dissertation-" Financial Plannning of individuals"Shubham Tandan
1. Introduction to Financial Planning
2.Six step process of Financial Planning
3. Constitute of Financial Planning
4. Objectives for the Study
5. Introduction to Financial Industry
6. Investment Avenues
7. RESEARCH METHODOLOGY
8. Case Study base Questions
9. CONCLUSION
10. SUGGESTIONS
A Study on Investment Pattern of Investors on Different ProductsProjects Kart
A study on investment pattern of investors on different products in India using the questionnaires to understand how salaried employees investment pattern and preferences towards different products. Read more on www.projectskart.com for information. An investment refers to the commitment of funds at present, in anticipation of some positive rate of return in future. Today the spectrum of investment is indeed wide. An investment is confronted with array of investment avenues. Among all investment, investment in equity is in best high proportion. This is because the history of stock market is booming and bursts overnight millionaires, an instant pauper.
Many investors mistakenly base the success of their portfolios on returns alone. Few consider the risk that they took to achieve those returns. Since the 1960s, investors have known how to quantify and measure risk with the variability of returns, but no single measure actually looked at both risk and return together. Today, we have three sets of performance measurement tools to assist us with our portfolio evaluations. The Treynor, Sharpe and Jensen ratios combine risk and return performance into a single value, but each is slightly different. Which one is best for you? Why should you care? Let's find out.
Portfolio performance measures should be a key aspect of the investment decision process. These tools provide the necessary information for investors to assess how effectively their money has been invested (or may be invested). Remember, portfolio returns are only part of the story. Without evaluating risk-adjusted returns, an investor cannot possibly see the whole investment picture, which may inadvertently lead to clouded investment decisions.
Dear Students
We can help you to write total dissertation/project report.
Our 9 step method of project writing:-
Step 1) Helping you in Selection of topic.
Step 2) Group discussion / conference call with in team of professors.
Step 3) Helping you in Preparation of Synopsis/ proposal & sent to project guide
Dissertation-" Financial Plannning of individuals"Shubham Tandan
1. Introduction to Financial Planning
2.Six step process of Financial Planning
3. Constitute of Financial Planning
4. Objectives for the Study
5. Introduction to Financial Industry
6. Investment Avenues
7. RESEARCH METHODOLOGY
8. Case Study base Questions
9. CONCLUSION
10. SUGGESTIONS
A Study on Investment Pattern of Investors on Different ProductsProjects Kart
A study on investment pattern of investors on different products in India using the questionnaires to understand how salaried employees investment pattern and preferences towards different products. Read more on www.projectskart.com for information. An investment refers to the commitment of funds at present, in anticipation of some positive rate of return in future. Today the spectrum of investment is indeed wide. An investment is confronted with array of investment avenues. Among all investment, investment in equity is in best high proportion. This is because the history of stock market is booming and bursts overnight millionaires, an instant pauper.
Financial Services Best Practice For A RecessionSEFS
SEFS (www.sefs.in) and TeamLease (www.teamlease.com) have joined hands to provide a robust way to manage a key part of any financial services company - productivity.
India has become the third-largest startup ecosystem in the world due to the gradual rise in the startup culture. The three main resources for a startup are ideas, funds and people. The idea will be developed on considering the market factors, competition and growth. If the business idea is found appealing after the prototype process, the investors line up to fund the startup. Startup fundings is a difficult task and can transform the business landscape completely. As a budding startup entrepreneur, you must evaluate where your startup stands and how much funding is required to be raised from external sources and what type of investor you need.
India has become the third-largest startup ecosystem in the world due to the gradual rise in the startup culture. The three main resources for a startup are ideas, funds and people. The idea will be developed on considering the market factors, competition and growth. If the business idea is found appealing after the prototype process, the investors line up to fund the startup. Startup fundings is a difficult task and can transform the business landscape completely. As a budding startup entrepreneur, you must evaluate where your startup stands and how much funding is required to be raised from external sources and what type of investor you need.
Thinking about launching a hedge fund or looking to grow your fund's assets faster? Find out why some funds raise capital faster than others.
Note: Content is targeted to hedge funds, but the information is applicable to other types of asset managers.
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2. CONTENTS
About the Company
About the Project
Objectives, methodology, modules
and limitations
Detailed Description of work
Learnings and Outcomes
3. Company Profile
Shriram Fortune Solutions Ltd.
Internship site : Shakarpur Branch
Shriram Group is a financial services conglomerate founded
on April 5, 1974
Founded by Ramamurth Thyagarajan, AVS Raja and T.
Jayaraman
Headquarterd in Chennai, Tamil Nadu, India.
4. SWOT Analysis
Strength
Weakness
Opportunities
Strength
Big Client house
The group manages assets
over 90,000 core
Over the last 10 years 40%
CAGR
More Than 240 branches
Across the country
Weakness
Lack of awareness among
customers
Less focus on Customer
retention
Less focus on rural areas
Less exposure
Opportunities
Diversification
Product Modification
Focus on institutional investors
Huge Possibilities in rural market
Earning urban youth is looking
for investments
Threats
Aggressive promotional
strategies by close Competitors
More and more players are
venturing in this domain which
can reduce the earning of
Shriram group
SWOT
5. Introduction to Portfolio Management
Portfolio management is the management of various financial
assets, which comprise the portfolio.
Main objective is to maximize portfolio returns at the same
time minimizing the portfolio risk by diversification.
A professional who manages other people’s or institution’s
investment portfolio with the profitability, growth and risk
minimization, is known as a portfolio manager.
6. Benefits of Portfolio Management
To maximize yield and minimize risk
Stability of Income
Capital Growth:
Liquidity
Safety
Tax Incentives
7. Steps in Portfolio Management
Define
Goals
Risk
Profile
Asset
Allcation
Fund
Selection
Tax
Strategy
Regular
Reviews
8. Types of Portfolio Management
1. Discretionary portfolio management services
2. Nondiscretionary portfolio management services.
In this type of services, the client parts with his money in favor of
manager, who in return, handles all the paper work, makes all the
decisions and gives a good return on the investment and for this
he charges a certain fees.
The manager function as a counsellor, but the investor is free to
accept or reject the manager’s advice; the manager for a services
charge also undertakes the paper work.
9. Objective of Internship
To enhance knowledge about financial services industry.
To get the overall knowledge of securities and investment.
To know how the investment made in different securities minimize the risk
and maximize the returns.
To know how different companies managing their portfolio i.e. when and
which sector they are investing.
To get the knowledge of investment decision and asset allocation
10. Methodology used here is working under guidance of superior
and on the job training.
Rotating responsibility areas in different department i.e. Marketing,
Financing, and Tele-calling etc.
Face-to-Face interaction with customer is also done here and
Practical learning is always emphasized here.
For reporting to my senior I have to list down my personal
learning’s and the problems that I faced in the company for
working over them and soak new learning’s as much as I can
Methodology
11. Modules of Internship
Theoretical descriptions about Capital Market, Mutual funds,
Credit Rating and Wealth management, financial products.
Marketing Activity (sales of financial products and Customer
Interaction)
Analysis regarding returns of top 10 mutual funds in India.
Specialization (Study About Portfolio Management)
12. Limitations of the Study
Majority of the customers are working, so they couldn’t
give enough time to fill up questionnaire.
Since financial information are confidential so they afraid to
provide appropriate data.
13. Marketing Activities
Sold company policies worth rupees 30,000 to different
customers.
Attended customers on Telephone as well as convinced
them on face to face discussion.
Convinced many of rural customers and converted them
successfully for investing in our products.
Visited rural areas for pitching more customers.
14. Logical Workings
Find out mutual fund returns of top 10 companies of India
in context to CRISIL rankings.
Analyzed how to extract expected rate of return from
CAPM model.
Understand about capital market risks and wealth
management services.
Worked in team for Insurance planning of different portfolio
customers.
15. Dealing with Customers
Filled up Fact finding form after knowing and analyzing
exact needs of customer i.e. his Capital, Maturity period
viz.
Prepare best Investment option for different customers in
accordance to their need and company plans.
Prepared customer folio after understanding customer age,
financial status, future conditions and hi credit worthiness.
Pitched more than 150 customers.
16. Learnings & Outcomes
The effect of diversification of investment.
Calculate the return of various companies
To calculate the portfolio return & risk
Evaluate the performance of various portfolios.
Understand, analyze and select the best portfolio
Understand the effect of diversification of investment.