Anda di halaman 1dari 11

PRESENTATION

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

PART A: COMPANY PROFILE


BMA WEALTH CREATORS LTD:

Founded in 2000 by BMA Group, BMA Wealth Creators


Ltd is a premier financial services organization
providing individual and corporate with customized
financial solutions.
BMA Wealth Creators Ltd guides its customers to gain
moderate return over long term through investments in
the money market.
The Company's primary business activity is to carry on
business of stock and share broker on National Stock
Exchange of India Limited and Bombay Stock
Exchange Limited, and other related ancillary services.
The Company provides depository services, mutual
fund and initial public offering (IPO) distribution to its
clients.
Its a private limited company fully owned by BMA
Group.

Portfolio Management of CNX Midcap


companies

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

Back office operations

Risk and compliance.

Staff:

Company has around 1600 employees in 200 branches across India.

Experienced research team of 50 employees who constantly analyze the market.

Shared Values:

Customer - personalized attention is the key.

Integrity - highest ethical standards are used in all the transactions.

Mutual Respect trust in working relationship.

Quality Advice scientific approach in quantifying the risk.

Portfolio Management of CNX Midcap


companies

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

Business development manager

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:

Portfolio Management of CNX Midcap


companies

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).

Portfolio Management of CNX Midcap


companies

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

Portfolio Management of CNX Midcap Companies


at BMA Wealth Creators Ltd, Bangalore

Statement of the problem:

Investment in CNX Midcap companies is rewarding or not ?


If securities are more rewarding, can it be possible to prepare portfolio from the
Midcap companies ?

Objective:
Finding expected risk and return of each securities and CNX Midcap Index.

Selection of securities based on Risk and return.

To prepare portfolio, which is barometer of market, provide maximum return at


a given level of risk.

Research Methodology:

Research design: Analytical Research.

Sample Technique: Convenient sampling.

Method of data collection: Secondary

Source of Data collection: Historical data of NSE from www.nseindia.com

Portfolio Management of CNX Midcap


companies

FINDINGS & CONCLUSION:

Portfolio Management of CNX Midcap


companies

The expected return of the formed portfolio is around


13% which is more than risk free rate of return.
Investment is Cadila Healthcare & IDBI bank are more
profitable.
Investment in CNX Midcap companies also give good
returns if stocks of portfolio are chosen by using
technical and fundamental analysis method.

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.

Portfolio Management of CNX Midcap


companies

SUGGESTATIONS:
Investors should consider midcap and smallcap equities
along with largecap.
Proper research technique must be used before
investments.

10

Portfolio Management of CNX Midcap


companies

THANK YOU

11