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व्यवस्थापन / विपणन / उद्योजकता / प्रशासन

Investment and Wealth Management

M.Com. I | Sem II | Paper 203 A

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Investment may be defined as an activity that commits funds in any financial / physical form in the present with an expectation of receiving additional return in the future. The expectation brings with it a probability that the quantum of return may vary from a minimum to a maximum. This possibility of variation in the actual return is known as investment risk. Thus every investment involves a return and risk. A portfolio is a combination of various assets and / or instruments of investments.
Wealth management is a high-level professional service that combines financial / investment advice, accounting / tax services, retirement planning and legal / estate planning for one fee. Therefore, it is more than just investment advice, as it can encompass all parts of investor‘s financial life. It’s never to early or too late, to start about investment and wealth management.

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


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