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    G10 Sapm Htbaf091-Htbaf100

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    Moksha Jain
    Security Analysis Portfolio Management Presentation

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    Download as PDF, TXT or read online from Scribd

    G10 Sapm Htbaf091-Htbaf100

    Uploaded by

    Moksha Jain
    2 views11 pages
    Security Analysis Portfolio Management Presentation

    Original Title

    G10 SAPM HTBAF091-HTBAF100

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    Security Analysis Portfolio Management Presentation

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    2 views11 pages

    G10 Sapm Htbaf091-Htbaf100

    Uploaded by

    Moksha Jain
    Security Analysis Portfolio Management Presentation

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 11

     HTBAF 91 Harshi Jain

    SECURITY  HTBAF 92 Karn Jain


    ANALYSIS AND
     HTBAF 93 Kumkum Jain
    PORTFOLIO
    MANAGEMENT  HTBAF 94 Manan Jain

    (SAPM)  HTBAF 95 Moksha Jain


     HTBAF 96 Naman Jain

    GROUP NO : 10  HTBAF 97 Nirvikar Jain


     HTBAF 98 Pulkit Jain
     HTBAF 99 Rehansh Jain
     HTBAF 100 Saksham Jain
    INTRODUCTION : RISE OF INFLATION

    Rising inflation occurs when the general price of


    goods and services increases over time, eroding the
    purchasing power of currency. This can be caused by
    factors like increased demand, supply shortages, or
    excessive money supply. Investment, on the other
    hand, involves allocating resources with the
    expectation of future returns. It can take various
    forms, such as stocks, bonds, real estate, or
    commodities.
    HOW IS IT AFFECTING INVESTORS?

    MEANING OF INVESTMENTS AND INVESTORS


    Investment refers to the allocation of resources, typically money, with the expectation of
    generating future returns. It involves purchasing assets or securities with the hope that their value will
    increase over time. People who make these investments are called investors.

    EFFECT ON INVESTORS
    Inflation erodes purchasing power. Investors seek to protect their investments from this. Fixed-
    income investments can suffer in inflationary environments. Equities may keep pace or outpace
    inflation but are subject to market fluctuations
    FINANCIAL LITERACY
    AND IT’S  Financial literacy is essential for informed
    APPLICATION investing. Understanding investment
    INVESTMENTS basics, setting goals, diversifying, and
    regularly reviewing your portfolio are key.
     Consider inflation impact and avoid common
    mistakes. Financial literacy empowers you to
    make sound investment decisions.
    TYPES OF INVESTORS
    1. RISK-AVERSE 2. RISK TOLERANT GROWTH 3. INCOME VALUE

    INVESTMENT VS SPECULATION INVESTMENT VS GAMBLING


    PORTFOLIO MANAGEMENT
     MEANING : Portfolio management is the process of selecting, buying, owning, and
    selling securities or other assets with the goal of maximizing returns while minimizing
    risk. It involves creating a diversified portfolio that aligns with an investor's risk
    tolerance and financial goals.
     EVOLUTION : Portfolio management has evolved from simple asset allocation to
    sophisticated strategies incorporating risk modeling, quantitative analysis, and
    alternative investments.
     PHASES : Portfolio management involves planning, executing, monitoring, and
    rebalancing. It aims to maximize returns while minimizing risk through diversification
    and strategic asset allocation.
    ADVANTAGES AND ROLE
    ( PORTFOLIO MANAGEMENT )

    ADVANTAGES OF PORTFOLIO
    MANAGEMENT ROLE OF
    • Investment Guide
    • Risk reduction Enhanced returns
    • Risk Evaluator
    • Goal achievement • Asset Distributor
    • Market Observer
    • Professional guidance Tax efficiency • Tax Consultant
    INVESTMENT ENVIRONMENT IN INDIA

    • India's investment landscape is characterized by a growing


    economy, a large and young population, and a government
    committed
    • Despite challenges like bureaucracy and infrastructure
    bottlenecks, the country offers significant
    opportunities for investors. Key sectors attracting investment
    include technology, manufacturing, infrastructure, and
    renewable energy.
    MUTUAL FUNDS VS STOCK MARKET
    UNDERSTANDING THE DIFFERENCE
    MUTUAL FUNDS & STOCK MARKET

    MUTUAL FUNDS STOCK MARKET


    Mutual funds are investment vehicles that pool Stock markets are platforms where buyers
    money from many investors to purchase a and sellers trade shares of publicly-
    variety of securities. They're managed by listed companies. These shares
    professionals who aim to achieve specific
    represent ownership in a company. The
    investment goals. Investors can choose from
    various types of funds based on their risk
    price of a stock is influenced by factors
    tolerance and time horizon. Some common like company performance, market trends,
    types include equity funds, debt funds, and and investor sentiment. Stock markets
    hybrid funds. can be volatile, but they also offer the
    potential for significant returns.
    CONCLUSION :

    The rise of inflation occurs due to increased demand, supply


    constraints, and higher costs, leading to a general increase in prices.
    This erodes purchasing power and can prompt central banks to raise
    interest rates, aiming to stabilize the economy. Effective management
    is crucial to mitigate negative impacts on economic growth and
    stability.

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