EQUITY MARKETS-PRACTICAL

Paper Code: 
CFSG 414
Credits: 
2
Contact Hours: 
30.00
Max. Marks: 
100.00
Objective: 

Learning outcome

 (at course level)

Learning and teaching strategies

Assessment Strategies

 
 

On completion of this course, the students will be able to

 

CO106 Analyse various asset classes on the basis of risk return profile

CO107 Differentiate the investment avenues on the basis of client’s investment profile

CO108 Critically evaluate the process of acquiring the chosen investment portfolio through mock trading

CO109 Formulate investment portfolio Report for the client

CO110 Evaluate the current trends, issues and frauds in financial markets

Class lectures

Seminars

Tutorials

Group discussions and Workshops

Question preparation

 

 

Class test, Semester end examinations, Quiz, Solving problems in tutorials, Assignments, Presentation, Individual and group projects

  

 

6.00
Unit I: 
Helping Investors with Financial Planning-

• Assessing the need for Financial Planning,
• Role of different asset classes and allocation
• Basics steps of financial planning.
• Risk Return analysis of various investment avenues

6.00
Unit II: 
Selecting the Right Investment products for Investors

• Analyse the needs and profile of the client
• On the basis of the risk profile choose the appropriate investment avenue

6.00
Unit III: 
Implementation of the Investment Portfolio

• Acquiring the chosen investment avenues (Mock trading)
• Assessing the risk return profile of chosen investment portfolio

6.00
Unit IV: 
Final Reporting of the Investment Profile of the Client
  • Evaluation of the Investment Portfolio Creating
  • Final Report of the Investment Profile
6.00
Unit V: 
Class Presentation/ Report/ Case Study Analysis On

• FII and various market players
• Case studies based on Frauds in the financial market.
• Current Trends in equity Markets

Essential Readings: 

SUGGESTED TEXT BOOKS :
• Pathak Bharti V, , Indian Financial System, Pearson Education, New Delhi
• Mutual fund products and services,IIBF module,Taxman Publications
• N. J .Yasaswy , Personal Investment & Taxation, Year book, Y 2011-12 , ICFAI

SUGGESTED REFERENCE BOOKS :
• Agarwal M.R,. Security analysis and portfolio management , Garima Publications
• National Stock Exchange of India Ltd, Mutual Fund Basic and Advisors Module.
• NCFM and NISM Modules

E-Resources:
• Financial Scandals : https://www.lehnerinvestments.com/en/biggest-financial-scandals-fraud-po...
• Famous Financial Scams In india: https://www.goodreturns.in/classroom/2014/12/7-top-famous-financial-scam...
• Investments (SIE), https://www.expresslibrary.mheducation.com/bookshelf Workbook for NISM
• https://www.bseindia.com/
• https://www.nseindia.com/
• https://www.sebi.gov.in/

REFERENCE JOURNALS:
• Journal of Financial Markets :
• https://www.sciencedirect.com/journal/journal-of-financial-markets
• Indian journal of research in Capital markets : http://indianjournalofcapitalmarkets.com/
• Journal of Market Finance, http:// sagepub.com International journal of Business Economics and Management Research volume

Academic Year: 
2023-2024
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