 What is investment?

 What is speculation?
 Objectives of Investment
 Objectives of speculation
 Comparison of avenues on the basis of
attributes
•A Portfolio is a bundle or a combination of individual assets or
securities
•What is portfolio management?
•Objectives and elements
 Following is the four general steps in the Portfolio
Management process:

 Write a policy statement

 Develop an investment strategy

 Implement the plan

 Monitor and update

Sr. INVESTMENT AMOUNT PERCENTAG
No. Rs.(000) E
(%)
(1) EQUITY 300 30

(2) DEBT 200 20

(3) FIXED DEPOSITS 250 25

(4) NATIONAL SAVINGS CERTIFICATE(NSC) 150 15

(5) PUBLIC PROVIDENT FUND(PPF) 100 10

TOTAL 1,000 100

SR. INVESTMENT AMOUNT PERCENTAGE
NO. RS.(in LACS) (%)

(1) PREFERENCE CAPITAL 500 20

(2) EQUITY CAPITAL 1,000 40

(3) RESERVE AND SURPLUS 500 20

(4) DEBENTURES 300 12

(5) TERM LOANS 200 08

TOTAL 2,500 100

SR. INVESTMENT AMOUNT PERCENTAGE
NO. RS (in LACS) (%)

(1) EQUITY 4,000 20

(2) DEBT 6,000 30

(3) MONEY MARKET 4,000 20

(4) BANK DEPOSITS 4,000 20

(5) INITIAL PUBLIC OFFERINGS(IPO) 2,000 10

TOTAL 20,000 100

SR. INVESTMENT AMOUNT PRECENTAGE
NO. RS(in LACS) (%)

(1) CASH RESERVE RATIO(5%) 800 05

(2) STATUTORY LIQUIDITY 4,000 25

RATIO(25%)
(3) 8,000 50
ADVANCES
(4) 3,200 20
INVESTMENT

TOTAL 16,000 100

 Presented by:
 TYBFM, SYBFM and FYBFM.

We would like to thank Mr.Pravin Akolkar for

giving us this opportunity to present this
interesting subject in front of our respected
principal and the entire college. Thank You…