IAPM Question Bank 2013 – Vipin Saboo Tutorials

Exam tips for Portfolio

1. Tax saving investment avenues (case study)
2. Risk profiling(case study)
3. Benefits of mutual funds(long questions)
4. Entry and exit loads(concepts)
5. DEMAT(concepts)
6. Functions of SEBI(long questions)
7. Repo and reverse repo(very imp concept)
8. Charting techniques(concept)
9. Yield curve(concept)

10. Yield to maturity(concept)

11. Credit rating(concept)

12. Intrinsic value (concept)

The numerical on following chapters needs to be done well

1. NAV including the entry and exit loads(5 marks)
2. Sharpe, jenson and treynor ratios(10 marks)
3. Simple numerical on annuity and doubling period(5 marks)
4. Simple numerical on holding period return(5 marks)
5. Numerical on beta, risk and return and standard deviation(10 marks)
6. Ratio analysis(either a case study or a 10 mark sum)
7. Equity valuation on intrinsic value and dividend discount model(5 marks)
8. Simple numerical on debt valuation(5 marks)

DO NOT TAKE UNDUE PRESSURES. ALL THE BEST

Content courtesy:- Prof. Vipin Saboo

For more information please contact Vipin Saboo on [email protected] or 9820779873