This course provides students with a comprehensive introduction to security analysis, portfolio management, and investment decision-making. Students will learn the workings of capital markets and how to value equity and fixed income securities. They will understand the tradeoff between risk and return and how to construct optimal portfolios using asset allocation. Topics include security valuation, capital market functioning, investment performance evaluation, and risk measurement. The course contains 5 units that cover investment banking, merchant banking, the differences between investment and traditional banking, SEBI guidelines, and the Indian financial system. Students will complete assignments, presentations, and exams to evaluate their understanding.
This course provides students with a comprehensive introduction to security analysis, portfolio management, and investment decision-making. Students will learn the workings of capital markets and how to value equity and fixed income securities. They will understand the tradeoff between risk and return and how to construct optimal portfolios using asset allocation. Topics include security valuation, capital market functioning, investment performance evaluation, and risk measurement. The course contains 5 units that cover investment banking, merchant banking, the differences between investment and traditional banking, SEBI guidelines, and the Indian financial system. Students will complete assignments, presentations, and exams to evaluate their understanding.
This course provides students with a comprehensive introduction to security analysis, portfolio management, and investment decision-making. Students will learn the workings of capital markets and how to value equity and fixed income securities. They will understand the tradeoff between risk and return and how to construct optimal portfolios using asset allocation. Topics include security valuation, capital market functioning, investment performance evaluation, and risk measurement. The course contains 5 units that cover investment banking, merchant banking, the differences between investment and traditional banking, SEBI guidelines, and the Indian financial system. Students will complete assignments, presentations, and exams to evaluate their understanding.
This course provides students with a comprehensive introduction to security analysis, portfolio management, and investment decision-making. Students will learn the workings of capital markets and how to value equity and fixed income securities. They will understand the tradeoff between risk and return and how to construct optimal portfolios using asset allocation. Topics include security valuation, capital market functioning, investment performance evaluation, and risk measurement. The course contains 5 units that cover investment banking, merchant banking, the differences between investment and traditional banking, SEBI guidelines, and the Indian financial system. Students will complete assignments, presentations, and exams to evaluate their understanding.
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BM 625 Investment Banking
Prerequisite Orientation about Investment Banking
Learning This course aims at providing the students a comprehensive introduction to the areas of Objectives security analysis and portfolio management and equipping them with advanced tools and techniques for making profitable investment decisions.
Salient The students will be able to
features Understand and get thorough knowledge of workings of the capital market Apply the acquired knowledge of capital market for valuation of both equity and fixed income securities under goal-based investment planning Making a deep understanding on the tradeoff between risk and return and getting expertise on asset allocation in portfolio Empowering the students in risk profiling and stock exchange market. Utility The student will be able become familiar with the theory and empirical evidence related to investment management. Topics will include fundamentals of security valuation, the functioning of capital markets, optimal portfolio construction, elements of investor psychology, performance evaluation, and risk measurement UNIT - I Investment Banking IntroductionFunctions of Investment Banks - Types of Investment Banks-Investment Banking Services - Merchant Banking Services-Issue Management-Pre issue and Post issue obligations- UNIT - II Merchant Banking Introduction – types, function of merchant banking. Risk Management – concept and types. UNIT - III Investment Banking Vs Traditional Banking Roles of investment banking, Concept of Traditional Banking, Investment banking Vs Traditional Banking, Structure and organization of Investment banking, importance of organized banking. Foreign exchange market- Money market and capital market. UNIT - IV SEBI Guidelines SEBI regulations for merchant bankers, brokers and sub brokers, intermediaries and portfolio managers- SEBI issue and Listing of Debt securities Regulation 2008 UNIT - V Indian Financial System Introduction- Era of Indian Financial System, Weakness of Indian financial system, Structure of Indian financial system, Role of Indian financial in economic development. Challenge and recent trends of investment banking, Major issues of investment banking. List of Expt. Text Book Akrani, G. (2013). Merchant Banking Meaning. Retrieved on 25 August 2013 from. Reference Davies, J. H. (2002). A History of Money: from Ancient Times to the Present Day, Books Wales: University of Wales Press. Femi, A. (1986). "The Elements of Banking in Nigeria" Lagos: F &A Publishers Ltd Mode of Assignment/Quiz/Viva- voce/Student seminar/Written examination/Ppt Evaluation Recommende d by BOS on : Approved by Academic Council on : Practical 1. With Rs. 100000, Making a Positional Portfolio Horizon 1 Month. 2. Preparing investment wheel of high net worth individual worth rs 1000000 3. Risk return analysis of telecom shares 4. Risk return analysis of risk averse risk taker investor in bullish market 5. With Rs. 500000, Making a Positional Portfolio Horizon 3 Months. 6. Preparing a draft of Red herring prospectus 7. Credit rating analysis of current IPO 8. Recommending Stock as per dividend Yield as a Regular Income Strategy 9 Recommending Stock as per earning per share as a Regular Income Strategy 10. Equity analysis of 4 FMCG companies 11. With Rs. 100000, making an Intraday Equity Portfolio in a live market 12. Recommending Stock as per Fundamental Analysis to a Long term Investor 13. preparing trend analysis chart of cement industry 14. Recommending Stock as per technical Analysis to a medium term Investor 15. Preparing technical chart of banking company Three Practical from each unit One simulation exercise. Practical will be conducted as per the practical manual
