Investment Decisions Based On The Valuation of Portfolio

Investment decisions based
on the valuation of portfolio

Presented by:
MANVI JAIN
PGDM 2993
OVERVIEW OF iCONNECT COMPANY
Reliance Money (Reliance Securities Limited)
Parent Company Reliance Capital
Category BFSI
Sector Consumer Financial Services
Tagline/ Slogan When its a question of your money
USP Huge Capital base and backing from
Reliance group
STP
Segment
Brokerage
Target Group
Urban and Rural Investors
Positioning
Complete Investment and Stock trading
Solutions
HISTORY:-

Reliance Capital Limited ( ) is an Indian
diversified holding company promoted by Reliance Group.

TURNOVER: Rs 3,868 Crores
NUMBER OF EMPLOYEES (Core): 119
My role
Product knowledge
Telle-calling
Pitching the
prospective clients
Preperation of
portfolio
Products and services
Objectives
Know about Products and services rendered
Bridge gap between expectation and experiences of
the customers
Functioning of Sales and operations task
Market and promote the products
Generating appointments from prospective
investors
Selecting optimal portfolio
Conclusion

Has better Portfolio Management services than Other
Companies
Keeps its process more transparent.
Reliance Money charges are less than other portfolio
Management Services.
Is providing daily updates about the stocks information.
People are less aware about the Portfolio Management
Services of Reliance Money

Recommendations
1) Process of documentation should be made user friendly
2) Motivational programs should be conducted in order to
increase the efficiency of the customers
3) Operational effectiveness should be increased
4) Company should start a free of cost training program for
some customers
5) Company should start a system of filling up of feedbacks
and complaints online so that rectification of errors can
be done easily.
6) Company should train its employees regarding
relationship management so that the products can be
personalized according to the needs of the customers

Working capital finance-how working capital
lends work
Type government BANK
Traded as BSE: 500116
Industry Banking, Financial services
Founded July 1964
Key people M.S. Raghavan (Chairman & MD)
Revenue 282.84 billion (2013)
Net income 18.82 billion (2013)
Employees 15,465 (March 2013)
Subsidiaries Idbi capital market services limited, idbi gilts ltd., idbi
intech ltd. , idbi home finance
Website www.idbi.com
Overview of the i connect company -II
Products and services
loans
Preferred
banking
Deposits
cards
Investme
nt
advisory
24 hrs
banking
treasury
Sme
finance
Corporate
banking
Going through the entire manual on working capital finance
Assistance of IDBI capital in financing working capital
Understanding the fixing of credit limits,their loan and cash credit
component,computation of net worth,trade finance products
Eligibilty criteria for companies to get their working capital finance
Understanding the procedure of assessment of working capital
finance, analysis of balance sheet,ratios and holding level.
Understanding the importance of working capital finance
My role

The working capital position of the company is sound and the various
sources through which it is funded are optimal.

The debts doubtful have been doubled over the years but their percentage on
the debts has almost become half. This implies a sales and collection policy
that get along with the receivables management of the firm.

The various ratios shows that the profitability of the firm and sales are on a
rise leading to the deletion of inefficiencies in the working capital
management

.Idbi bank has reached a position where the default costs are as low as
negligible and where they can readily factor their accounts receivables for
availing finance.

Conclusion
Recommendations

The business runs successfully with adequate amount of the working capital
but the company should see to it that the cash should not be tied up in
excessive amount of working capital.

The over purchasing function should be avoided as it could lead to liquidity
problems.

The investment of cash in marketable securities should be increased, as it is
very profitable for the company.

Holding of excessive or insufficient stock must be avoided as it creates a
burden on the cash resources of a business and results in lost sales, delays for
customers, etc

Investment Decisions Based On The Valuation of Portfolio

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