A PROJECT REPORT ON

"A STUDY OF PORTFOLIO MANAGEMENT SERVICES "

Submitted in partial fulfillment of the requirement of the

award of the degree of

"Master of Business Administration"

Submitted by

SHAKTI BERY
Under The Guidelines Of

ARUNDHATI TIWARI MAM

BABULALTARABAI INSTITUTE OF RESEARCH AND

TECHNOLOGY SAGAR (M.P)

 ACKNOWLEDGEMENT

First and the foremost let me sincerely thanks almighty

for the great opportunity and blessing, that he has
showered upon me for the successful completion of this
project work .It is a great opportunity for me to express
my sincere thanks to Arundhati Tiwari Mam faculty at ,
Babulal Tarabai Institute Of Research And Technology,
Sagar (M.P) would like to pay my special gratitude
to him for supervising my work and for the valuable
guidance and constant encouragement throught out my
project work.
I am very thankful to the all respected faculty members
of the department who supported me in the preparation
of my project.

SHAKTI BERY
(21181151)
MBA 3rd Sem.
 DECLARATION

I Shakti Bery student of business of master

administration "Babulal Tarabai Institute Of Research
& Technology, Sironja, Sagar Madhya Pradesh" declare
this project entitled "A Study Of Portfolio Management
Services " of was prepared by me during by me during the
year 2022 -2023 and was submitted in partial fulfillment
for the award of master of business administration.
I also declare that this project is original and genuine and
has not been submitted to any other university/
institution for the award of any degree, diploma or other
similar titles or purposes.

SHAKTI BERY
(21181151)
MBA 3rd sem.
 CERTIFICATE

This is to certify that, Shakti Bery, student of MBA 3rd

Sem has successfully completed and submitted a report
as per the requirement of Babulal Tarabai Institute Of
Research & Technology in partial fulfillment of Master of
Business Administration course for academic year 2022-
2023.

Signature of HOD Signature of Examiner

............................ ...................................
INDEX

INTRODUCTION.......................................................... 1

 Evolution of Portfolio Management

 Objective of Portfolio Management

 Portfolio Management Theories

 Portfolio Managers

 Portfolio Strategy Mix

 Types of Portfolio

 Risk Analysis

LITERATURE REVIEW................................................ 44

RESEARCH METHODOLOGY..................................... 46

 Objective of the Study

 Scope of the Study

 Limitations

DATA ANALYSIS & INTERPRETATION..................... 48

CONCLUSION............................................................ 60

QUESTIONNAIRE....................................................... 61