Investment and Wealth Management

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A great pleasure in introducing our book to commerce
students on Investment and Wealth Management. This book is
especially written for the students of M.Com. I Sem II, B.B.A., B.C.A.
and M.B.A. students...

Name : Investment and Wealth Management
Vendor : Prashant Publication
Type : M.Com. I | Sem II | Paper 203 A
Barcode : 9789394403598

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Authors:

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INTERNATIONAL	XS	S	M	L	XL	XXL	XXXL
EUROPE	32	34	36	38	40	42	44
US	0	2	4	6	8	10	12
CHEST FIT (INCHES)	28"	30"	32"	34"	36"	38"	40"
CHEST FIT (CM)	716	76	81	86	91.5	96.5	101.1
WAIST FIR (INCHES)	21"	23"	25"	27"	29"	31"	33"
WAIST FIR (CM)	53.5	58.5	63.5	68.5	74	79	84
HIPS FIR (INCHES)	33"	34"	36"	38"	40"	42"	44"
HIPS FIR (CM)	81.5	86.5	91.5	96.5	101	106.5	111.5
SKORT LENGTHS (SM)	36.5	38	39.5	41	42.5	44	45.5

A great pleasure in introducing our book to commerce
students on Investment and Wealth Management. This book is
especially written for the students of M.Com. I Sem II, B.B.A., B.C.A.
and M.B.A. students of KBC North Maharashtra University, Jalgaon.
This is a book which is a written honestly for the rural and urban
students of Commerce and Management professional and commerce
students too.
This book is also useful to the teachers who would otherwise have
to prepare their lecturers from various sources particularly an attempt
has been made to use simple and easily understandable Language.
Topics of the book are logically arranged in numbered paragraphs
exactly according to the modified syllabus from June, 2021.
Really speaking we prefer and refer the standard books and
collected new and latest references and information from innumerable
good books, journals bulletins reports and articles.

1. Introduction to Investment Management :
1.1 Meaning of Investment
1.2 Types of Investments
1.3 Characteristics of Investment
1.4 Objectives of Investment
1.5 Types of Investors
1.6 Investment vs Speculation
1.7 Meaning of Portfolio Management

2. Risk and Return Concepts :
2.1 Introduction
2.2 Returns on Financial Assets
2.3 Risk in Holding Securities
2.4 Risk Measurement
2.5 Capital Asset Pricing Model (CAPM)
2.6 Security Market Line (SML)
2.7 Risk Management

3. Investment Alternatives :
3.1 Introduction
3.2 Equity Shares
3.3 Fixed Income Securities
3.4 Money Market Instruments
3.5 Mutual Funds
3.6 Deposits
3.7 Tax Sheltered Saving Schemes
3.8 Life Insurance Policy
3.9 Financial Derivatives
3.10 Real Estate

4. Valuation of Investment :
4.1 Introduction
4.2 Bond Valuation-Terminology
4.3 Bond Valuation Model
4.4 Bond Return
4.5 Price-Yield Relationship
4.6 The Term Structure of Interest Rate (Yield Curve)
4.7 Riding the Yield Curve
4.8 Duration
4.9 Immunization

5. Wealth Management :
5.1 Introduction
5.2 Scope of Wealth Management
5.3 Components of Wealth Management
5.4 Process of Wealth Management
5.5 Need for Wealth Management
5.6 Expectation of Clients
5.7 Code of Ethics for Wealth Managers
5.8 Personal Financial Statement Analysis
5.9 Financial Literacy
5.10 Financial Goals and Planning
5.11 Cash Flow Analysis
5.12 Building Financial Plans
5.13 Life Cycle Management
5.14 Economic Environment Analysis
5.15 Challenges to Wealth Management in India

6. Personal Financial Planning :
6.1 Financial Planning
6.2 Personal Financial Planning
6.3 Need of Personal Financial Planning
6.4 Misconceptions about Personal Financial Planning
6.5 Benefits of Personal Financial Planning
6.6 Seven Principles of Good Personal Financial Planning
6.7 Milestones in One‘s Life
6.8 Financial Planning Process
6.9 Personal Financial Goals