Investment Management

Paper Code: 
MFM426
Credits: 
4
Contact Hours: 
60.00
Max. Marks: 
100.00
Objective: 

• 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.

12.00
Unit I: 
Introduction:

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.

12.00
Unit II: 
Dematerialization

Dematerialization: Basics of dematerialization, opening of Demat account, dematerialization procedure, Demat account operations.

12.00
Unit III: 
Short Term Investment options:

Short Term Investment options: Savings bank account operations, short term Recurring Deposit & fixed deposit, short term mutual funds, liquid funds, fixed maturity plans.

12.00
Unit IV: 
Long term Investment Options:

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.

12.00
Unit V: 
Equity research reports and interpretation

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.

Essential Readings: 

• 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

Academic Year: