PREPARED BY: DIPAK YADAV (32) Presentation on investment decision and portfolio management yadav dipak

Flow of presentation Company profile Research methodology Data analysis Findings conclusion yadav dipak

COMAPANY PROFILE yadav dipak COMPANY NAME: - JHAVERI SECURITIES PVT.LTD. OFFICE ADDRESS: - 228, MADHAV DHARSHAN COMPLEX, WAGHAWADI ROAD, BHAVNAGAR TELEPHONE: ( )/( ) INTERNET HOME

yadav dipak MISSION To be the best broking house by offering world class financial services and cliental satisfaction VISION Jhaveri shall be recognized as a market leader and to build a unique organization of those who think different, and redefine rules. Jhaveri believes in complete freedom in doing one’s own work and focusing more on end results.

FINANCIAL SERVICES OF JHAVERI SECURITIES PVT LTD yadav dipak

About the project Research methodology

OBJECTIVE OF STUDY yadav dipak  To know investment opportunities in different sector and risk associated with investment.  To find out how the optimum portfolio are created so that the risk are minimize & return are maximize.  To observe the rate of fluctuations in stock price of selected companies.

DATA COLLECTION yadav dipak This project report is mainly based on secondary data,which have collected from different sites of NSEINDIA, BSE, MONEY CONTROL, SEBI etc.

SAMPLE SIZE yadav dipak 25 different companies were selected from different industries.

LIMITATION OF THE STUDY yadav dipak Following are some of the limitation of my project report,  Analysis is based on past data of last three year only.  In portfolio many other investment vehicles are also their like gold, debenture etc are not covered under study.  Due to change in market condition analysis may not give accurate result

DATA ANALYSIS yadav dipak  Risk free rate = 7.91% risk free interest rate on government T-bills. (91-days t-bill rate as on 24 June 2011, RBI website)  expected rate of return is 15%. based on last 4 years average EPS of all companies.  β = is taken from website

FINDINGS yadav dipak

SECTOR WISE SectorOvervaluedUndervalued Auto0400 Banking0201 FMCG02 Engineering0200 Healthcare0201 It0300 Oil and gas0201 Other sector0102 yadav dipak

portfolio yadav dipak 60% investment in defensive stock. (Rs 6, 00,000) Hindustan unileaver ltd Videocon aurobindopharma ONGC Oil- India Torrent power Hero-Honda ITC BHEL Infosys Gail India NTPC

yadav dipak 40% investment in aggressive stock. (Rs 4, 00,000) Axis bank Tata steel Tata motors SBI L&T investment will be made in above different stocks as per shown above.

conclusion yadav dipak Most of stocks are overvalued so possibility of decrease in price of that stocks are more. Banking, and FMCG sector meets the expectation of the investors. most of auto sector stock and IT sector are at overvalued just because of rapid growth and higher Return. While on the other hand healthcare sector stocks are undervalued.

contd yadav dipak Banking sector is overvalued. Engineering shares are at overvalued if we see the oil and gas the most of share are at undervalued but the hikes in petrol, diesel, kerosene and LPG carried on by EGoM helps OMCs shares to see an upside.

BIBLIOGRAPHY yadav dipak   Calculators/CAPM-Calculator/  Stock Research Part I.htmhttp:// services  /   StockReach.aspx?scripcode=   profile