Portfolio Management: A Case Study Of Portfolio Management

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Chapter – 1
INTRODUCTION

INTRODUCTION ABOUT THE INTERNSHIP
It is an initiative to bridge the gap between cognizanceand its application through a series of intervention Opportunity to apply theoretical concepts at the work place. To familiarize with corporate code of behavior. To enable us to manage work under deadlines.
A Portfolio is anamassment of investment which is held by an institution or private individuals. In building up an investment portfolio a financial institution will typically conduct its own investment analysis while private individual may make utilization of the accommodations of a financial advisor or a financial institution which offers portfolio management accommodations. Holding a portfolio is a part of an …show more content…

Selection involves deciding what assets to purchases, how many to purchase, when to purchase them, and what assets to divest. These decision always involve some sort of performance measurement, most typically expected return (I,e the standard deviation of the return ). Typically the expected returns from portfolios comprises of different assets bundles are compared.
The unique goals and circumstances of the investor must also be considered. Some investor are more risk averse than others. Equity stocks have developed particulars techniques to optimize their portfolio holdings. Thus, portfolio management is all about strengths, weakness, opportunity and threats in the choice of debt v/s. equity, domestic v/s. international, growth vs. safety and numerous other trades-offs encountered in the attempt to maximize return at a given appetite for risk.
1.1 Aspects of portfolio …show more content…

In the event of a hospitalization claim (more than 24 hrs), the insurance company will pay the insured person the amount of such expenses as would fall under different heads mentioned below and as are reasonably and necessarily incurred thereof by or on behalf of such insured person, but not exceeding the sum insured in aggregate mentioned in the policy:
Expenses Coverage's Room Charges Nursing expenses Surgeon, Anesthetist, Medical Practitioner, Consultant, Specialists Fees Anesthesia, Blood, Oxygen, Operation Theatre Charges Surgical Appliances, Medicines & Drugs, & similar expenses.

Health insurance benefit can be availed either by reimbursement or cashless for expenses incurred from illness or injury to the insured. Types of Health plans are as below:-

Individual Plan: An individual health insurance policy means that a particular policy can cater to one particular individual only, namely the holder of the policy. In an Individual Health Policy, a separate sum insured can be defined for each of the family

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