Portfolio Management Important Question Bank 2012

Exam tips for Portfolio Management

The following theory needs to be done well.

1. Tax saving investment avenues
2. Risk profiling
3. Interior decoration approach
4. Benefits of mutual funds
5. Entry and exit loads
6. DEMAT
7. Functions of SEBI
8. Repo and reverse repo
9. What is fundamental analysis
10. Charting techniques
11. Yield curve
12. Yield to maturity
13. Credit rating

The numerical on following chapters needs to be done well

1. NAV including the entry and exit loads
2. Sharpe, jenson and treynor ratios
3. Simple numerical on annuity and doubling period
4. Numerical on beta, risk and return and standard deviation
5. Ratio analysis
6. Equity valuation on intrinsic value and dividend discount model
7. Simple numerical on debt valuation

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