OF PROJECT DONE ON
PORTFOLIO MANAGEMENT OF CNX MIDCAP
COMPANIES OF NSE
@
Presented by:
Vijayeendra. Deshpande.
USN: 1MV09MBA57
Under guidance of
Mr. G. Srinivasa
Lecturer, Sir MVIT
MCKINSEYS 7S MODEL
Structure and Skill:
Decentralised system of organisational structure.
Style:
Democratic style has been followed in BMA Wealth Creators Ltd. which allows individual department to
take necessary decisions.
Strategy:
System:
Customer Acquisition
ResearchDealing
Staff:
Shared Values:
Most prominent part of BMAs growth strategy is focus on in-house research to cater to different segments
of clients and meet their rising expectations.
Skill Matrix
Sl No
1
Designation
Qualification
Skills
RM,
MBA/ Graduate
Marketing skills,
Sr. RM
(marketing/Finance)
communication.
NCFM certifications
Ability to convert
people into customer
MBA marketing
Communication
skills, innovative
skills.
Trading executive
Graduate,
Analytical skills
NCFM certification
4
Manager
(Franchisee business)
MBA Marketing
Communication skill,
leadership skills.
SWOT ANALYSIS:
Strengths:
Experience of more than decades of trust and
credibility in the Indian stock market.
2800+ business outlets across India.
Deep understanding of Indian mid market corporate
clients.
Dedicated research team for technical and
fundamental analysis.
Weakness:
Highly risk oriented business.
Unlike some of its competitors like ICICI and Kotak,
does not provide a complete catalogue of financial
services (e.g. banking facility).
Opportunities:
Booming financial market both country wide and
worldwide.
BMA is registered with Luxembourg stock exchange
and so can target other stock exchanges.
Increase in varied domestic assignments follow
on issues, buyback program, open offers, IPOs.
Market expansion i.e. opening branches at
untapped areas, mostly in north India.
Threats:
Unexpected changes in the capital market such as
rules and regulations etc.
Increasing competition in the industry.
Banks with demat facility jockeying for position.
Increasing number in the defaulters and threat of
security in terminals.
PART B
Project Title:
Portfolio Management of CNX Midcap
companies
Objective:
Finding expected risk and return of each securities and CNX Midcap Index.
Research Methodology:
LIMITATIONS:
Portfolio consist of only equity, other mode of
investments are not considered.
Stocks are selected based on volumes and not on
fundamental or technical analysis.
Less diversified portfolio.
LEARNING EXPERIENCE:
Helped me to understand actual working of share
market.
Learned trading
Real time trading experience.
SUGGESTATIONS:
Investors should consider midcap and smallcap equities
along with largecap.
Proper research technique must be used before
investments.
10
THANK YOU
11