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SECURITYANALYSIS & PORTFOLIO MANAGEMENT

(Group Project)
Grading System for written work:
50% Content/Development
20% Organisation
10% Format
10% Grammar etc.
10% Readibility/Style

Grading System for oral presentation:


20% Organisation & structure
10% Effective use
60% Content of Presentation
10% Style, Presentation, and Appearance
10% Questions & Comments

TIME FRAME: 8 Weeks


Group Formulation

I. COMPANY PROFILE

II. SWOT Analysis


III SECURITY ANALYSIS

There will be 4 to 7 individual members in a


group.
Once the group is formed, it cannot be
changed in future, so make sure you are in a
right team and with right people.
Overview - Birds Eye View - Vision, Values and
Strategy - Brand - Corporate Structure - Credit and
Finance - Wealth Management - Financial Products
and Distribution - Capital Market Advisory - Asset
Management - Investment Banking - Real Estate
Advisory - Media(Awards) - Investor Relations Corporate Governance - Board of Directors Corporate Social Responsibility

Corporate Appraisal using SWOT analysis

Analysis of Securities

Approaches

V. FUNDAMENTAL ANALYSIS

VI. INDUSTRIAL ANALYSIS


VII. COMPANY ANALYSIS
VIII. TECHNICAL ANALYSIS
IX. PORTFOLIO MANAGEMENT

GDP - Industrial Growth Rate - Agriculture - Saving


and Investment 6 - Government Budget and Deficit Price Level and Inflation - Balance of Payment Sentiments
Industrial Life Cycle Analysis

Structure of an Industry

Financial Analysis

Ratio Analysis

Technical Indicators & analysis

Characteristics of Investment
Investment Categories
Features Functions
Process
Portfolio Selection

X. PORTFOLIO ANALYSIS

Risk Management

Practical Study

XI. CONCLUSION & Presentation of Group


Project
Project Report
At the end of the project, you are required to submit a report highlighting the project assignment in a more
detailed manner.
The word count for the report is 6000 words (+/-10%) and anything in excess will not be marked. The word
count does not your reference page, executive summary, tables, figures and graph, and references section.

General Information
Contact Details
E-Mail Nikhil.garg@abs.edu.in

Mobile No. - 9999505803 (Please call only in case of emergency, otherwise just sms me or mail me
on the above e-mail id

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