Anand Rathi Private Wealth Management

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A Project Report

On

“Portfolio Management”

For

“Anand Rathi Private Wealth Management”

By

Mohammed Masood

Roll No. 16145

Submitted in partial fulfillment of the requirement of

Summer Internship Programme

Under the Guidance of

Ms. Sumi Tanti

Service Manager, Anand Rathi PWM, Bangalore

&

Prof. Kannadas S

SDMIMD, Mysore

.

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SDM Institute for Management Development

Mysore, Karnataka, India

June 2017

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ACKNOWLEDGEMENT

Sometimes it is not easy to express your emotions in words especially when you have to say thanks to your parents for their constant undemanding love, dedication, sacrifice, inspiring guidance, affectionate encouragement and never- ending enthusiasm; with which this project would not have been completed successfully.

I would like to thank the college management for Scheduling Summer Internship Program for two months, which is very helpful to get the corporate exposure and also to implement theoretical knowledge explained in classes.

Secondly my mentor Prof Kannadas S. I am very thankful for his continuous support throughout the project and also for rectifying my mistakes.

Last but not least, I wish to express my sincere gratitude to the authority of

Anand Rathi Pvt Wealth Management for providing me an opportunity to work with them. I am especially thankful to Mr.Feroze Aziz sir (Deputy CEO), Mr.Suraj Sinha sir (Vice President) and Ms Sumi Tanti (Service Managers) for providing me opportunity, knowledge and all the vital information on which this project report stands. The support provided to me during my project was overwhelming and the work environment was conducive to work.

I would like to thank many others who have been associated with work directly or indirectly.

Place: Mysore                                                                                Sincerely

Date: 11-06-2017                                                                 Mohammed Masood

EXECUTIVE SUMMARY

The project has covered various aspects of wealth management which are required for portfolio management. It started with wealth management overview, about Anand Rathi Company, its functions and various services offered by the company and also swot Analysis of the company. As a project methodology it has presented a scenario of portfolio format which is used by the company to manage client’s portfolio and this portfolio is used as an advisory to the clients

 It has also covered the detailed context starting with understandings on what a portfolio is and how it is updated on a regular basis to monitor the direction of the investment objective of the client. Since in Portfolio management most of the investment is allocated to mutual funds, so the report presents a thorough study on mutual funds, its types and the calculation of capital gains on these funds. All this about what the project is? Is covered in the situation analysis chapter explaining various investment strategies and also the asset allocation based on clients risk profiling.

In the third chapter of project methodology It has stated of with objective of understanding of portfolio management and then an approach is presented on how to achieve the objectives considered and steps to be taken to achieve those objective .And then it explaining the various fields involved in the sample portfolio and also presented a snapshot of a portfolio sample.

Chapter four of the project gives all the learnings and work which was done at Anand Rathi as a part of Summer Internship Project and how the work which is done is utilized by the organization as a means of wealth advisory and Finally in the conclusion part it presents how the knowledge of first year in the this institute has helped in doing the project, especially the concepts corporate finance and then it presents the overall scenario of this project with respect to portfolio management in a wealth management firm.

TABLE OF CONTENTS