Investment overview

Spectrum of investments

Capital markets

Investment analysis

Investment management

Technical aspects

Spectrum of investment

Investment avenues:

Sources of risk & measures

!usiness risk, interest rate risk market risk

Equity shares, Fixed income securities Mutual funds Derivatives Tax sheltered schemes Precious object Real estate Deposits

Portfolio management

"nvestment ob#ectives

Choice of asset mix

Formulation of strate$y %election of securities

&ortfolio execution

&ortfolio revision

Investment attributes

&erformance evaluation

Rate of return, Risk Marketability Tax shelter

Financial markets
Ca ital market, money market

Equity market, debt market

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Capital Market Structure

Primary market

Secon ary market

Capital Market
#ong term ebt market $ovt% ebt market Preference stock Corporate ebt market

!"uity stock

Investment analysis

Fun amental analysis

Technical analysis

Market theories

&nalysis of fi'e income investment &nalysis of e"uity shares

Investment management

Investment framework

Investment ecisions

Portfolio management

"nvestment ob#ectives

!asic $uidelines *uidelines for a$$ressive equity investors *uidelines for conservative Equity investors

+sset allocation !ond ortfolio Equity ortfolio &erformance evaluation

Constraints

%election of asset mix

Formulation of ortfolio strate$y

%election of securities

&ortfolio execution

&ortfolio revision

&erformance evaluation

Technical aspects

Security valuation
Fixed income securities Fluctuatin$ income securities

Financial erivatives

Futures - tions %.a s

Portfolio an asset pricing theories

Modern ortfolio theory %har e/s %in$le "ndex

Ca ital asset ricin$

Efficient market hy othesis