A

SYNOPSIS
FOR
PROJECT

Submitted To:

Submitted By:SONIA
M.B.A 952-2K13

Under the guidance of

Mrs. Renu Aggarwal
Assistant Professor, M.B.A
DEPARTMENT OF MANAGEMENT STUDIES
YMCA UNIVERSITY OF SCIENCE & TECHNOLOGY,
FARIDABAD

TITLE:TATA portfolio management services

INTRODUCTION:- This project report provides information regarding

Portfolio Management Services, Process of Portfolio Management
Promptness of Services, Quality & flexibility of services, Service charges,
Track record of the company, Minimum interest required, Database &
computerization, Research division, Reporting, Networking, Simplicity of
procedures Broker card in Tata Investment Corporation Limited (TICL)

Project Report Portfolio Management Services - Introduction :- Portfolio

Management is a science for managing the varying combination of
Portfolio elements. These elements are the sub-components, of which the
larger portfolio is formed; say, the elements may be 'plans' for a portfolio
of plans, or 'strategies' for portfolio of strategies, or 'securities' for a
portfolio of securities, and so on. In general, we may say that the
elements of a portfolio are different forms of assets and in essence,
portfolio management is managing these assets. We shall henceforth refer
to portfolio management as the management of these assets. In
particular, the scope of this report has been focused to handle and discuss
'securities' as the typical sub-component of portfolio of assets. Tata
Investment Corporation Limited (TICL) is a non-banking financial company.
Earlier named The Investment Corporation of India, the company is
primarily involved in investing in long-term investments such as equity
shares and equity-related securities.

Objectives:-

To study the investment pattern of retail equity investors in Chennai.

To identify the various investment preferences and investors

perception on risk and return.

To examine factors influencing investment evaluation and decision

of investors.

To evaluate investors level of satisfaction and their futuristic

perceptions towards equity investment.

To find the relationship between demographic variables of investors

and their investment objectives, decision and satisfaction.
Aids in portfolio rationalization and transformation

Table of Contents of Project Report:

Preface/ Summary of the Project
Acknowledgement
Chapter 1: Introduction
1. The Project
o Portfolio Management Services - Problem Statement in brief
o What contribution it will make & to whom
o Background of Company in brief
2. Introduction to Portfolio Management Services
3. Attributes of the Portfolio Management Services

Promptness of Services
Quality & flexibility of services
Service charges
Track record of the company
Minimum interest required
Database & computerization
Research division
Reporting
Networking
Simplicity of procedures
Broker card

4. Process of Portfolio Management

4.1
4.2
4.3
4.4
4.5

Investors Objectives
Stability of Principal
Growth of Income
Capital Appreciation
Investment Possibilities

4.6 Risk Involved

4.6.1 Equities
4.6.1.1 Diversifiable risk
4.6.1.2 Non-Diversifiable Risk
4.6.2 Bonds
4.6.2.1 Default Risk

5. Techniques of Portfolio Management

5.1 Equity portfolio
5.2 Equity Stock analysis
Chapter 2 Objectives & Scope
Chapter 3 Methodology

Primary Data

Secondary Data

Chapter 4 Data Collection

4.0. Primary Data Collection
4.1 Secondary Data Collection
Chapter 5 Data Analysis
Chapter 6 Findings
Chapter 7 Recommendations
Chapter 8 Limitations
Chapter 9 Conclusion
Appendix: Secondary Data
Appendix: Bibliography/ References

Refrences:[1] www.tatapms.com
[2]www.nseindia.com
[3]www.moneycontrol.com
[4] Pulse of the Profession 4 Portfolio Management
[5]Financial Express, Issue dated: 22nd March, 2011
[6]pmsservices@tata.com
[7]2013 Project Management Institute, Inc. All rights reserved. PMI and
the
PMI logo are marks of Project Management Institute,
Inc. For acomprehensive list of PMI marks, contact the PMI Legal
Department. BRA-004-2012-US(4-13)
[8]R Srinivasan and Bibek Prasad Mishra, 2007, 'Why do Firms
Merge/Acquire: An Analysis of Strategic Intent in Recent M&A Activity
among Indian Firms', IIMB Management Review , December .
[9]Tarun Khanna and Krishna Palepu, 2008, The right way to
Restructure Conglomerates in Emerging Markets, Harvard Business
Review , July-Aug 1999.