• To enable students to understand various tools for online fund transfer.
• To provide an idea about investment and its various alternatives.
• To enable the students to understand the procedure of opening Demat account
• Understand the various services available through Demat account.
Introduction: Concept, investment and gambling, influencing factors for investment decisions, financial decision vs investment, investment vs speculation, gambling vs speculation, process of investment program, objectives of investment decisions, types of investors, goal of investors.
Dematerialization: Basics of dematerialization, opening of Demat account, dematerialization procedure, Demat account operations.
Short Term Investment options: Savings bank account operations, short term Recurring Deposit & fixed deposit, short term mutual funds, liquid funds, fixed maturity plans.
Long term Investment Options: Public Provident Fund, Employee Provident Fund, equity shares, Gold ETF, IPO, National pension scheme, recurring deposit, long term fixed deposit, long term mutual funds (SIP), Post office deposits, Real estate investment.
Equity research reports and interpretation- concept, types of equity research: fundamental analysis, technical analysis, sources of information for equity research, interpretation of equity research report.
• Investment Analysis and Portfolio Management, Prasanna Chandra, Tata McGraw Hill, 3rd Edition, 2009.
• V.K.Bhalla, Investment Management, 7th Edition, S. Chand & Co., New Delhi, 2000.
• Gordon J. Alexander, William F. Sharpe & Jeffery V. Bailey, Fundamentals of
Investments, Prentice Hall, India, 2003 edition