MASTER OF BUSINESS ADMINISTRATION
(FINANCE & MARKETING)
SIKKIM MANIPAL UNIVERSITY. MANIPAL
SESSION JULY 2008
BITS AND BYTES COMPUTERS
CENTRE CODE 01523
PROJECT SYNOPSIS
ASSET MANAGEMENT AND MUTUAL FUND
MADE BY MAHENDRA VERMA
OBJECTIVE To study the concept of asset mangement and tools and ways for
achieving it. It compares and shows how mutual fund works and the
scheme or ways through which person can invest in MF.
INTRODUCTION Asset management is the professional management of
various assets (e.g. property and wealth) and securities (shares and bonds
etc.), to meet specified investment goal for the benefit of the investor.
Investor here may be an individual or any institutions (insurance co.,
pension funds, society, banks, etc.). The term asset management is often
used for investment management. Investment manager are one who
specialize in advisory or discreationary management, often refer to their
services as wealth management or portfolio management. Financial
Services World has long used this term to mean “Getting best return from
their investment”.
Generally in MF, Asset is
accumalated through NFO’s and SIP’s in Mutual Fund and
this fund is then managed and invested by Fund Managers.
This funds are based and sourced around a concept and
mostly are targeted to some sector and objective. Some
large funds are diversified also to mitigate risk in market
and provide the good
METHODOLOGY The methodology will be simple to understand and acquire
knowledge from all the concerned bodies in the field, I had opted to study
it with few good corporate names like ICICI, Reliance, and LIC. Apart from
this I will be looking towards the in-depth study about various tools used
and charges incurred and actual earning per saving. Mutual Funds,
Insurance, Shares and Real Estate will be the main heads and will be
considered for the study in the project. A comparision between these
corporates for different tools (Insuarnce, MF) will be made and a opinion
and guidelines will be drawn for a normal investor to guide him for
investing and measuring the performance of any company, under some
head that we will define. This factors will help him to rate and decide for an
investment decision.
USEFULNESS It will be easy and clear for all to read and understand the
need and way one should see to the newer concept of asset
management.