22-11-2012, 02:21 PM
Portfolio Management of CNX Midcap Companies at Kotak Securities Ltd., Surat
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COMPANY PROFILE
The Kotak Mahindra Group was born in 1985 as Kotak Capital Management Finance
Limited. Uday Kotak, Sidney A. A. Pinto and Kotak & Company promoted this company.
Industrialists Harish Mahindra and Anand Mahindra took a stake in 1986, and that's when
the company changed its name to Kotak Mahindra Finance Limited. Since then it's been a
steady and confident journey to growth and success.
Kotak Securities Ltd., is one of India's largest brokerage and securities distribution
house in India. Over the years Kotak Securities has been one of the leading investment
broking houses catering to the needs of both institutional and non-institutional investor
categories with presence all over the country through franchisees and co-ordinates. Kotak
Securities Ltd. offers online (through www.kotaksecurities.com) and offline services
based on well-researched expertise and financial products to the non-institutional
investors.
Kotak Securities Limited is the world of Capital Markets where everything newsworthy
exists only in the present moment and where knowing the importance of timing,
sentiments and strategic forecasting makes the difference between profit and loss.
Kotak Securities Limited, a strategic joint venture between Kotak Mahindra Bank and
Goldman Sachs (holding 25% - one of the world’s leading investment banks and
brokerage firms) is India’s leading stock broking house with a market share of 7 - 8 %.
Kotak Securities Limited is one of the larger players in distribution of IPOs - it was ranked
number One in 2003-04 as Book Running Lead Manager in public equity offerings by
PRIME Database. It has also won the “Best Equity House” Award from Finance Asia -
April 2004.
The Company has a full-fledged Research division involved in macro economic studies,
Sectoral research and Company specific equity research combined with a strong and well
networked sales force which helps deliver current and up-to-date market information and
news.
Kotak Securities Limited is also a depository participant with National Securities
Depository Limited (NSDL) and Central Depository Services Limited (CDSL) providing
dual benefit services wherein the investors can use the brokerage services of the
Company for executing the transactions and the depository services for settling them.
KOTAK SECURITIES RESEARCH CENTER
Kotak Securities Research Center is a special research cell where some of India's finest
financial analysts bring you intensive research reports on how the stock market is faring,
when is the right time to invest, when to execute your order and more. KSL provides both
type of research reports.
Fundamental Research reports
a. Intraday calls
b. Special Reports
c. Market Mornings
d. Daily Market Brief
e. Sectoral Report
f. Stock Ideas
g. Derivatives Reports
h. Portfolio Advices
Technical Research reports
a. Weekly Technical Analysis
Depending on what kind of investor you are, Kotak Securities Ltd. (KSL) brings customers
from fundamental or basic research and technical research. As an investor with Kotak
Securities, Customers get access to these research reports exclusively. Customers get
access to the following reports. Research process is given below.
PRODUCTS OFFERED BY KOTAK SECURITIES LIMITED
1) Portfolio Management Services [PMS]: KOTAK Securities is among the
largest private client asset managers in the Country today with an equity asset
base of around 1700 crores (US$ 400 million). Kotak clients include some of the
most affluent families and high net worth individuals in the Country and customer
assets under management rival some of the larger mutual funds in India.
2) Margin Trading Facility
3) Demat Account Facility
4) IPOs
5) Mutual Funds
METHODOLOGY OF THE PROJECT
I have been preparing the project report on “Portfolio Management of CNX Midcap
Companies at Kotak Securities Ltd., Surat” on the basis of optimum portfolio
preparation, fundamental analysis, and technical analysis, ratio analysis on year basis
and quarterly analyses. The portfolio optimization is totally a calculative work. The basic
methodology that I have undergone for this project is as follows:
Problem Statement:
The main objective is whether investment in CNX Midcap companies is more rewarding
or not. And if securities are more rewarding, can it be possible to prepare portfolio from
the Midcap companies.
Objectives
! To prepare portfolio, which is barometer of market, provide maximum return at a
given level of risk.
! To find out target price, based on technical and fundamental analysis, of securities
included in portfolio.
! To discover the fundamental analysis tool to estimated the true value of a
securities. This price will be compared to the price at which the market players
offer to sell or buy the securities, as it is overvalues or undervalued.
! To evaluate the CNX Midcap companies, whether they are given good return in
selected portfolio or demanded by the customer in the market.
Research Design:
Project is totally based on descriptive research. It is prepared on more structured way to
find out problem question. Under such descriptive research I have gone through
observational studies for technical analysis, calculative study for target price deciding and
risk and return for optimum portfolio preparation