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Syllabus

UNIT
1
Introduction

Nature, Meaning and scope of Investment –Importance of Investment –Factors influencing Investment –Investment media –Features of investment Programme –Investment Process – Risk and Return -Development of Financial system in India

UNIT
2
Stock exchange in India

Stock exchange in India – Mechanics of trading – Kinds of Trading Activity – Membership Rules in Stock Exchange - Legal control of stock exchangers – SEBI and its role; guidance – BSE – NSE – Recent Trends – Stock market operation – Security Market Indicators – Listing of securities.

UNIT
3
Fundamental and Technical Analysis

Fundamental and Technical Analysis –Security evaluation –Economic Analysis –Industry Analysis –Company Analysis –Technical Analysis –Portfolio Analysis.

UNIT
4
Investment alternatives

Investment alternatives: Investment in equity shares -Preference shares, Bonds, govt securities-Mutual fund-Real estate-Gold – Silver –Provident fund-Unit trust –National Saving Scheme- LIC

UNIT
5
Portfolio management

Portfolio management: Nature, Scope-SEBI Guidelines to Portfolio Management -Portfolio investment process- Elements of portfolio Management – An Optimum portfolio Selection Problem, Markowitz Portfolio Theory, Sharpe: Single Index Model; Capital Asset Pricing Model.

Reference Book:

1. Investment Management, Preeti Singh S. Chand & Co Publications, New Delhi, 2013 2.Security Analysis and Portfolio Management,Fischer and Jordan, Prentice Hall Publications, 2012

Text Book:

Investment Management, Bhalla V. K. S.Chand & Co Publications, New Delhi, 2012

 

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