Fundamentals Of Investment - Practical

Paper Code: 
24CFSG614
Credits: 
2
Contact Hours: 
30.00
Max. Marks: 
100.00
Objective: 

 This course will enable students to explore various investment avenues, analyze real-life market incidents, engage in stock market simulations, conduct fundamental analysis, and construct diversified investment portfolios for different clients.

Course Outcomes: 

Course

Learning outcome

(at course level)

Learning and teaching strategies

Assessment Strategies

Course Code

Course

Title

 

24CFSG 614

Fundamentals Of Investment

(Practical)

 

CO211: Evaluate various investment avenues and alternative options in financial markets.

CO212: Analyze factors contributing to Indian securities market scams and assess remedial actions.

CO213: Simulate stock market dynamics in a risk-free environment.

CO214: Apply techniques of Fundamental Analysis to securities/Companies/IPOs.

CO215: Research and construct investment portfolios based on risk tolerance, goals, and diversification.

CO216: Contribute effectively in course-specific interaction

 

Approach in teaching: Interactive Lectures, Discussion, Tutorials, Practical cases Power point presentations.    

 Learning activities for the students: Self-learning assignments, Seminar presentation, Live practical problems analysis

Class participation, assignments and presentations,

 C A Test, Semester End Exams.

.

 

6.00
Unit I: 
Investment options
  • Group discussion / Presentations on various investment avenues and on Alternative Investment options available in India and in International financial markets. With special reference to Tax saving options.

 

6.00
Unit II: 
Indian Security market and Regulatory Authority
  • Group discussion / Presentations on real-life scams and frauds that occurred in the Indian securities market, such as the Satyam scam or the Harshad Mehta scam etc.
  • Group discussion / Presentations on the factors that led to these incidents, the impact on investors, and the measures taken to protect investor interests.
  • Group discussion / Presentations on the role of regulatory authorities and the importance of investor protection regulations.

 

6.00
Unit III: 
Stock market simulation game
  • Group discussion / Presentations on stock market simulation game.
  • Group discussion / Presentations on virtual money to invest in stocks of their choice. Simulation, their investments, analyze market trends, and make buy/sell decisions based on their understanding of the fundamentals of investing.

 

6.00
Unit IV: 
Fundamental analysis

l   Group discussion / Presentations on fundamental analysis of a publicly traded company Group discussion / Analysis report on financial statements, such as income statements, balance sheets, and cash flow statements, to evaluate the company's financial health and performance.

Group discussion / Presentations on financial ratios, industry trends, competitive positioning, and management effectiveness to make an informed investment recommendation.

6.00
Unit V: 
Portfolio construction and risk diversification
  • Mock exercise/roll play of Portfolio construction and risk diversification for different types of customers.
  • nvestment Portfolio Creation: project to create an investment portfolio. Research and analyze of different investment options such as stocks, bonds, mutual funds, etc.
  • Report on Factors like risk tolerance, investment goals, and diversification to construct a balanced portfolio.
  • Presentation on portfolio and explain the rationale behind  investment choices.

 

Essential Readings: 

• MJ Mathew, Risk Management and Insurance , RBSA Publications,Jaipur.
• Bhalla V.K ,Investment Management (Security Analysis and Portfolio Management), S.Chand
• M.R. Agarwal, Security Analysis and Portfolio Management, Garima Publications.
• Dr. R.K. Kothari, Dr. Mukesh Jain , Risk and Insurance Management, RBD publications, Jaipur
• Neelam C.Gulati, Principles of Insurance Management, Excel books

References: 

Suggested Readings:
• George E. Rajda ,Principles of risk management and Insurance, Pearson Publication
• P.K. Gupta,Insurance and risk management, Himalaya publishing house
• P. Pandian,Security Analysis and Portfolio Management, Vikas Publishing house ltd.

E-Content:
• Investments (SIE), https://www.expresslibrary.mheducation.com/bookshelf Workbook for NISM
https://fincomindia.nic.in/
https://www.idrbt.ac.in/assets/publications/Best%20Practices/Digital%20B...
• Online Financial Investment Resources: https://study.com/academy/lesson/online-financial-investment-resources.html

Reference Journals:
• Economic and Political Weekly, www.epw.in
• Indian Journal of Finance
• Journal of Emerging Market Finance : http:// sagepub.com
• International Journal of Financial Management:http://publishingindia.com

Academic Year: