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portfolio management

portfolio

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portfolio management

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  1. Smt. ChandibaiHimathmalMansukhani College Class: S.Y.BFM Group: 5 Subject: Security Analysis Semester: IV Date: 14th December,2011 Submitted to: Prof. PoojaNagpal PRINCIPAL OF CHM COLLEGE

  2. Group Members • DeepaSukhwani Roll no. 09 • HarshaMatta Roll no. 10 • Hira Singh Roll no. 19 • BhaveshSadhwani Roll no. 20 • DivyaWatwani Roll no. 29 • Vicky Ahuja Roll no. 30 • Manish Gidwani Roll no. 39 • SheetalLudhwani Roll no. 40 • Kumar Nadar Roll no. 49 • Anil Manghnani Roll no. 54 • KrutikaKokane Roll no. 55

  3. 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 PORTFOLIO MANAGEMENT

  4. 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

  5. SBI BONDS 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 CRISILMarket Lot: 1 Coupon (%) p.a.: 9.75

  6. LIC INFRASTRUCTURE BOND 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 LIC) Interest rate 7.85%-7.95% after tax Loan on bonds after 5 years Open for individual or huf

  7. PFC BONDS 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 MANAGING DIRECTOR) PFC Bonds Maturity: 10 years or 15 years (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

  8. IFCI TIER II SUBORDINATE BONDS – SERIES I 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) (50,000 Bonds of Rs.10,000/- each) MR. ATUL KUMAR (CHAIRMAN OF 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

  9. Infrastructure bonds from IDFC 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 MR.DEEPAK PAREKH(CHAIRMAN OF IDFC) IDFC Bonds Maturity: 10 years IDFC Bonds Lock in period: 5 years Credit Rating: LAAA by ICRA, the highest credit quality rating assigned by ICRA, indicating a stable outlook Listing & Tranding: BSE and NSE

  10. Name-bernielawrencemadoff. 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.

  11. Madoff’s investment scandal The Biggest The Oldest The Largest Scam Ever Done By An Individual That Is Of $17billion

  12. Madoff’s investment scandal v/s government

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