Course Objectives:
To provide application based learning to the students in various aspects of Mutual Funds & Equity Markets
Course Outcome (COs):
Course |
Learning outcome (at course level) |
Learning and teaching strategies |
Assessment Strategies |
|
Paper Code |
Paper Title |
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FMG 318 |
Project Work |
CO116 Understand the processes involved in investor services offered to mutual funds. CO117 Evaluate and select the right investment products and services CO118 Understand the key aspects of financial planning . CO119 Interpret the issues and frauds in financial markets CO120 Explore the financial investment arena and various market players in financial markets. |
Approach in teaching: Discussion, Tutorials, Reading assignments, demonstration Learning activities for the students: Self learning assignments, Effective questions, group projects, Project reports, Seminar presentation, Giving tasks
|
Class test, Semester end examinations, Quiz, Solving problems in tutorials, Assignments, Presentation, Individual and group projects |
Investor Services
• Know the process of purchase transactions, the processes of redemptions by investors, the processes relating to systematic investment plans, the processing relating to systematic withdrawals and transfers, the other investor services and facilities offered by mutual funds.
• Explain the process for Nomination and Pledge
• Know the service standards mandated for a mutual fund towards its investors
Selecting the Right Investment products for Investors
A. Analyzing needs and profile of the client
B. Identifying the ideal Mutual Fund product for investors
Helping Investors with Financial Planning-
A. Assessing the need for Financial Planning,
B. Role of different asset classes and allocation
C. Basics steps of financial planning.
Case studies based on Frauds in the financial market.
Presentation and discussion on FII and various market players