Investment Management

Paper Code: 
MFM 424
Credits: 
4
Contact Hours: 
60.00
Max. Marks: 
100.00
Objective: 

Course Objectives-

  1. The object of this paper is to facilitate study of theory and practice and to provide information needed by professionals in banking & equity sector.

Course Outcomes (COs):

 

Learning outcomes

(at course level)

Learning and teaching strategies

Assessment

Strategies

  
 

CO 146: To enable students to understand various tools for online fund transfer.

CO 147: To provide an idea about investment and its various alternatives.

CO 148: To enable the students to understand the procedure of opening Demat  account

CO 149: Understand the various services available through Demat account.

CO 150: Understand the various sources of investment

Approach in teaching:

Interactive Lectures using whiteboards, Discussion, Tutorials, Reading assignments, Demonstration, Team teaching, Quiz.

 

Learning activities for the students:

Self learning assignments, Effective questions, Solving problems of unsolved questions, Problem based learning-cases, Group learning teamwork, Giving Tasks.

 

 

Class test, Semester end examinations, Quiz, Solving problems in tutorials, Assignments, Presentation, Individual and group projects

  

 

12.00
Unit I: 
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

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

12.00
Unit III: 
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:

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-

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.

References: 

• Preetam Singh, Investment Management, 9th edition, Himalaya Publishing
House, New Delhi 2000.

Academic Year: 
2020-2021
  • Printer-friendly version
  • PDF version