Portfolio Management

PORTFOLIO MANAGEMENT

By

Mrs. Reshma Baid R.

WHAT IS PORTFOLIO? 

It is a collection of Investment Tools such as Shares, Bonds, Mutual Funds, etc. depending on the Investor’s Income, Budget and Convenient Time frame.

PORTFOLIO MANAGEMENT is the art and science of making decision about Investment mix, Matching Investments to Objectives and Balancing Risk against Performance.

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It is an Art of selecting the right Investment Policy for the Individual in terms of Minimum Risk and Maximum Return

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To Balance Risk and Reward in your Investment there should be Diversification in your Portfolio.

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Diversification is the practice of spreading your Investment across several asset classes.

ASSET ALLOCATION

EQUITY

GOVERNMENT SECURITIES AND SCHEMES

OBJECTIVE OF INVESTMENT

INVESTMENT STRATEGY

EQUITY GSS MF C

EQUITY GSS MF C

EQUITY GSS MF C

AVERAGE ANNUAL RETURN 15%

AVERAGE ANNUAL RETURN 24%

AVERAGE ANNUAL RETURN 28%

CONSERVATIVE

MODERATE

GROWTH

SURVEY ON WOMEN 

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According to 2011 Census Data, only 25.5 % Women are Working in India Out of these only 23 % were sole decision makers This group is Dominated by Divorced or Widow Women 10% of Non-Working Women are sole decision makers and 53% are merely informed about Household Investments decision

STEPS WE ALL CAN TAKE Participate In Financial Management 2. Investment At Work 3. Investment Clubs 4. Find A Financial Advisor 1.

Thank you