A RESEARCH REPORT

ON
PORTFOLIO MANAGEMENT SERVICES

In partial fulfillment of the requirement or the

Degree of master of business administration (MBA)
SESSION: 2014-2016
Submitted by:
Ajaybir singh
Roll NO. 19, MBA 4th semester
Under the supervision of
Dr. Naresh kumar
(Professor)

University School Of Management

Kurukshetra University, Kurukshetra
 Tel. Off: 01744-238565
UNIVERSITY SCHOOL OF MANAGEMENT PABX: 238629, 238679
KURUKSHETRA UNIVERSITY Fax : 01744 238177
KURUKSHETRA – 136 119 (HARYANA) E-mail:-
(Established by the State Legislature Act XII of 1956) chairperson.usom@kuk.an
(“A” Grade, NAAC Accredited) Website: www.kuk.ac.in

CERTIFICATE

This is to certify that the project report entitled “Portfolio Management Services” being
submitted by Mr. Ajaybir Singh to the, Kurukshetra University, Kurukshetra for the award of
the degree of master of business administration is a record of bonafide research work carried out
by him.

The matter presented in this report has not been submitted for the award of any other
degree of this or any other institutions.

This is to certify that the above statement made by the candidate is correct to the best of
our knowledge.

Dr. Naresh Kumar

(Project Guide)
 DECLARATION

I Ajaybir Singh, studying in Master of Business Administration (MBA),

UNIVERSITY SCHOOL OF MANAGEMENT do hereby declare that this project
entitled “PORTFOLIO MANAGEMENT SERVICES” has been prepared by me,
submitted in partial fulfillment for the requirement degree of Master Of Business
Administration from Kurukshetra University, Kurukshetra. This is an original
work and not copied from anywhere else.

Ajaybir Singh
PORTFOLIO MANAGEMENT SERVICES

INTRODUCTION

Portfolio (Finance) means a collection of Investment held by an institution or a private individual.

Holding a portfolio is often of an investment and risk-limiting strategy called diversification. By owning
several asset, certain types of risk (in particular specific risk) can be reduced. There are also portfolio
which are aimed at taking high risks these are called concentrated portfolio.

Investment management is the professional management of various securities (share, bonds etc) and
other assets (e.g. real estate) to meet specified investment goals for the benefit of the investors.
Investors may be institutions (insurance companies, pension funds, corporations etc.) or private
investors (bith directly via Investment contracts and more commonly via collective investment schemes
e.g. mutual funds).

The term asset management is often used to refer to the investment management of collective
investment, whilst the more generic fund management may refer to all forms of institutional investment
as well as investment management for private investors. Investment manager who specialize in advisory
or discretionary management on behalf of (normally wealthy) private investors may often refer to their
services as wealth management or portfolio management often within the contest of so-called “private
banking”.

The provision of ‘investment management services’ includes element of financial analysis, asset
selection, stock selection; plan implementation and ongoing monitoring of investment. Outside of the
financial industry, the term “investment management” is often applied to investment other than
financial instruments. Investment ore often meant to include project, brands, patents and many think
other than stock and bonds.

Even in this case, the term implies that rigorous financial and economic analysis methods are used.

Needs of PMS

As in the current scenario, the effectiveness of PMS is required. As the PMS gives investors periodically
review their assets, allocation across different assets as the portfolio can get skewed over a period of
time. This can be largely due to appreciation/deprecation in the value of the investment.

As the financial goals are diverse, the investment choices need to be different to meet those needs. No
single investment is likely to meet all the needs, so one should keep some money on bank deposits and/
liquid funds to meet any urgent need for cash and keep the balance in other investment
products/schemes that would maximize the return and minimize the risk. Investment allocation can also
depending on one’s risk-return profile
 ACKNOWLEDGEMENT

It is my great pleasure to present this report before you. I sincerely would like to show
my gratitude towards all those persons who have helped me throughout my research report. I am
heartily thankful to Dr. NARESH KUMAR for giving me his valuable guidance for preparing
this report. It has been a great learning experience of being a student under him. I would like to
express my special thanks to all the another official who has helped me a lot during this project
report. Their critical advices helped me to make this report more effective. I am highly thankful
to Dr. Sudesh, Chairman she has been a consent source of inspiration and his critical evaluation
our course in the institute has helped me to complete this project properly.
 Lastly, I would like to thank the almighty and my parents for their moral support and my
friends with whom I shared my day-to-day experience and received lots of suggestions that
improved my quality of work.

TABLE OF CONTENTS

Sl. Titles Page No.

No
1 Chapter 1 Introduction 1-14
Definition
Basic Features of Advertising
Type of Advertising
Advantage of Advertisement
Benefit
Introduction of Smartphone
Smartphone Scenario in India
2 Chapter 2 Review of Literature 15-18

3 Chapter 3 Research Methodology 19-22

Research Design
Need of the project
Source of Data Collection
Tools
4 Chapter 4 Data analysis and interpretation 23-43

5 Chapter 5 Limitation & conclusion 44-47

i) Bibliography 48

ii) APPENDIX 49-52