SYNOPSIS

A STUDY ON INVESTMENT MANAGEMENT AT UBER

Submitted TO
Rashtrasant Tukadoji Maharaj Nagpur University, Nagpur
in partial fulfillment of requirements for The award of the degree of
BACHELOR IN BUSINESS MANAGEMENT

Submitted by
Mr.Suraj khandade

Under the Guidance of

Dr. Usha Pillewar
Co-guide
Prof. Sushil Kumar Gedam

DEPARTMENT OF COMMERCE & MANAGEMENT

SANTAJI MAHAVIDYALAYA, WARDHA ROAD,
NAGPUR
ACADEMIC YEAR - 2018-19
SR .NO
INDEX
1. INTRODUCTION
2. COMPANY PROFILE
3. OBJECTIVES
4. HYPOTHESIS
5. SCOPE & IMPORTANTCE
6. RESEARCH METHODOLOGY
7. ANALYTICAL OF STUDY
8. LIMITATIONS
9. REMIDIES
10. CONCLUSION
11. BIBLOGRAPHY & REFERANCE
INTRODUCTION
Investment management (or financial management) is the professional asset
management of various securities (shares, bonds and other securities) and other assets (e.g., real
estate) in order to meet specified investment goals for the benefit of the investors. Investors may
be institutions (insurance companies, pension funds, corporations, charities, educational
establishments etc.) or private investors (both directly via investment contracts and more
commonly via collective investment schemes e.g. mutual funds or exchange-traded funds).

The term 'asset management' is often used to refer to the investment management
of collective investments, while the more generic term 'fund management' may refer to all forms
of institutional investment as well as investment management for private investors. Investment
managers who specialize in advisory or discretionary management on behalf of (normally
wealthy) private investors may often refer to their services as money management or portfolio
management often within the context of "private banking".

The provision of investment management services includes elements of financial statement

analysis, asset selection, stock selection, plan implementation and ongoing monitoring of
investments. Coming under the remit of financial services many of the world's largest companies
are at least in part investment managers and employ millions of staff. It remains unclear if
professional investment managers can reliably enhance risk adjusted returns by an amount that
exceeds fees and expenses of investment management.

The term fund manager (or investment advisor in the United States) refers to both a firm that
provides investment management services and an individual who directs fund management
decisions.
Management of Investment
Management will use a combination of policies and techniques for the management of
Investment. The policies aim at managing the current assets (generally cash and cash
equivalents, inventories and debtors) and the short-term financing, such that cash flows and
returns are acceptable.

 Cash Management. Identify the cash balance which allows for the business to meet day
to day expenses, but reduces cash holding costs.
 Inventory Management. Identify the level of inventory which allows for uninterrupted
production but reduces the investment in raw materials—and minimizes reordering
costs—and hence increases cash flow. Besides this, the lead times in production should
be lowered to reduce Work in Process (WIP) and similarly, the Finished Goods should be
kept on as low level as possible to avoid over production—see Supply chain
management; Just In Time (JIT); Economic order quantity (EOQ); Economic quantity
 Debtors Management. Identify the appropriate credit policy, i.e. credit terms which will
attract customers, such that any impact on cash flows and the cash conversion cycle will
be offset by increased revenue and hence Return on Capital (or vice versa); see Discounts
and allowances.
 Short-term Financing. Identify the appropriate source of financing, given the cash
conversion cycle: the inventory is ideally financed by credit granted by the supplier;
however, it may be necessary to utilize a bank loan (or overdraft), or to "convert debtors
to cash" through "factoring".
 COMPANY PROFILE
Uber is an American international transportation network company headquartered in San
Francisco, California. The company develops markets and operates the Uber mobile app, which
allows consumers with smart phones to submit a trip request which is then routed to Uber drivers
who use their own cars. By 28 May 2015, the service was available in 58 countries and 300 cities
worldwide.

Uber was founded as "UberCab" by Travis Kalanick and Garrett Camp in 2009 and the app
was released the following June. Beginning in 2012, Uber expanded internationally. In 2014, it
experimented with carpooling features and made other updates. By mid-2015, Uber was
estimated to be worth $50B. It is estimated that Uber will generate $10 billion in revenue by the
end of 2015.

The legality of Uber has been challenged by governments and taxi companies, who allege
that its use of drivers who are not licensed to drive taxicabs is unsafe and illegal.AsUber grew
internationally, it also began to experience disputes with governments and taxi companies in
those regions. In April 2014, Uber was banned by the government in Berlin, although the
company remains active in other German cities. The ban is still being discussed as of December
2014. Taxi drivers in London, Berlin, Paris and Madrid staged a large-scale protest against Uber
on June 11, 2014.
OBJECTIVES

 To conduct a detailed study on investment management at UBER

 To study the sources &uses of the Investment.
 To analyse the liquidity position through different Investmentrelated ratios.
 To analyse the Investmentcomponents like as receivables accounts,
 Cash management, Inventory management
 To make suggestions based on the finding of the study.
 To suggest modification of existing system of Investmentappraisal
 To study the need for analyzing Investmentmanagement
 To study the assessment of Investmentinvolving computation of maximum permissible
bank finance and sanctioning of credit limits.
 To ascertain the financial appraisal of Investmentby using selected ratios.
HYPOTHESIS
 SCOPE & IMPORTANTCE
The scope of the study is identified after and during the study is conducted. The main scope of
the study is to put the theoretical aspect of the study into the practical. The research
onInvestmentis based on tools like Ratio Analysis, Statement of changes in Investment. Further
the study is based on last 5 years Annual Reports of UBER.

The management of Investment is important for several reasons:

 For one thing, the current assets of a typical manufacturing firm account for half of its
total assets. For a distribution company, they account for even more.

 Investment requires continuous day to day supervision. Investment has the effect on
company's risk, return and share prices,

 There is an inevitable relationship between sales growth and the level of current assets.
The target sales level can be achieved only if supported by adequate Investment
Inefficient Investment management may lead to insolvency of the firm if it is not in a
position to meet its liabilities and commitments.
 RESEARCH
METHODOLOGY

Research methodology is a process to systematically solve the research issue. It May be

understood as a science of studying now research is done systematically. In that various steps,
those are generally adopted by a researcher in studying his problem along with the logic behind
them. “The procedures by which researchers go about their work of describing, explaining and
predicting phenomenon are called methodology

SOURCE OF RESEARCH DATA: There are mainly two through which the data required for
the research is collected.

PRIMARY DATA:

The primary data is that data which is collected fresh or first hand, and for first time which is
original in nature. In this study the Primary data has been collected from Personal Interaction
with Finance manager i.e., Mr. CMA (Certified Management Accountant) and other staff
members.

SECONDARY DATA:

The secondary data are those which have previously acquired and stored. Secondary data simply
get those secondary data from various records, annual reports of the company etc. It will save the
time, money and efforts to collect the data. The major source of data for this project was
collected through annual reports, profit and loss account of 5 year period from 2014-2018 &
some more information collected from internet and text sources.

SAMPLING DESIGN

Sampling unit : Financial Statements

Sampling Size : Last five years financial statements

Tool Used for calculations: - MS-Excel.

ANALYTICAL

LIMITATIONS

REMEDIES
 CONCLUSION

BIBLOGRAPHY & REFERANCE

1. BOOKS
A. Financial management by I.M.PANDEY
B. Financial management by PRASSANA CHANDRA

2. MANUAL FROM UBER

3. WEBSITES
A. www.wikipedia.com
B. www.google.com
C. http://www.globusz.com/ebooks/workingcapital/
D. http://www.macroaxis.com/invest/compare/