portfolio management & issue of bonds

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Smt. Chandibai Himathmal Mansukhani College Class: S.Y.BFM Group: 5 Subject : Security Analysis Semester: IV Date: 14 th December,2011 Submitted to: Prof . Pooja Nagpal PRINCIPAL OF CHM COLLEGE

Group Members:

Deepa Sukhwani Roll no. 09 Harsha Matta Roll no. 10 Hira Singh Roll no. 19 Bhavesh Sadhwani Roll no. 20 Divya Watwani Roll no. 29 Vicky Ahuja Roll no. 30 Manish Gidwani Roll no. 39 Sheetal Ludhwani Roll no. 40 Kumar Nadar Roll no. 49 Anil Manghnani Roll no. 54 Krutika Kokane Roll no. 55 Group Members

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PORTFOLIO MANAGEMENT On going process of constructing porfolios Diversification of Investment- Stocks,Bonds,Mutual Funds etc Maximum Returns Balancing Risk Capital Growth Liquidity Manager Required Networth Rs.2 Crore Registeration fees Rs.10 lakh Introduction

Portfolio Management Services:

Portfolio Management Services Selection of Securities Provided By Broking Houses Transparency HNI customers Personalized Service Review & Reporting Demat Account NRI – PIS Account Portfolio Manager-Discretionary & Non.Discretionary

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SBI BONDS Date of Allotment: 16-Mar-2011 SBI Bonds Listing Date: March 23, 2011 - Wednesday Face Value : Rs.10,000/- Issue Price Rs.10,000/- Paid up Value of (Rs.): Rs.10,000/- No of Bonds Issued: 559,401 Tenure: 10 years Redemption Date : 16/03/2021 Redemption Amount: 10,000 Coupon (%) p.a.: 9.75 Credit Rating: “AAA” by CARE and “AAA” Stable by CRISIL Market Lot: 1

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LIC INFRASTRUCTURE BOND Tenure: 10 years Loan on bonds after 5 years Interest rate 7.85%-7.95% after tax Open for individual or huf Investments up to ` 20,000 per annum will be exempted from tax under section 80 ccf of the income tax act. Meant for investors looking for income and capital protection T.S.VIJAYAN (CHAIRMAN OF LIC)

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PFC BONDS PFC Bonds Maturity: 10 years or 15 years (depending on the bond series) PFC Bonds Issue Open Date: February 24, 2011 PFC Bonds Issue Close Date: March 22, 2011 PFC Bonds Face value: Rs. 5000 MR.SATNAM SINGH (CHAIRMAN AND MANAGING DIRECTOR) PFC Bonds Issue Size: Rs 5,300 crore PFC Bonds Issue Application for Retailers Minimum Application: Rs. 5000 PFC Bonds Lock in period: 5 years Credit Rating: The issue has been rated AAA / Stable by CRISIL and LAAA with stable outlook by ICRA. Listing & Tranding : BSE

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2011 IFCI Bonds Issue Open Date: June 01,2011 2011 IFCI Bonds Issue Close Date : July 15, 2011 Eligible Investors: All Resident Individuals and Domestic Non-Individuals. Minimum Application: Rs. 1,00,000/- (i.e. 10 Bonds of Rs. 10,000 each) Face Value: Rs.10,000/- per bond IFCI TIER II SUBORDINATE BONDS – SERIES I Application in multiples of: Rs. 10,000/- (i.e.1 Bond) Maximum Application: Rs. 50 crore (Rs. Fifty crore ) (50,000 Bonds of Rs.10,000/- each) Rating: BWR 'AA –' by Brickwork Ratings India Pvt. Limited; CARE 'A' by CARE Ratings (Credit Analysis & Research Ltd.); 'LA' by ICRA Limited Listing: Proposed to be listed on BSE MR. ATUL KUMAR (CHAIRMAN OF IFCI)

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Infrastructure bonds from IDFC MR.DEEPAK PAREKH(CHAIRMAN OF IDFC) IDFC Bonds Issue Open Date: February 28, 2011 IDFC Bonds Issue Close Date: March 16, 2011 IDFC Bonds Issue Size: Rs 3400 crore IDFC Bonds Face value: Rs. 5000 IDFC Bonds Issue Application for Retailers Minimum Application: Rs. 5000 IDFC Bonds Maturity: 10 years IDFC Bonds Lock in period: 5 years Credit Rating: LAAA by ICRA, the highest credit quality rating assigned by ICRA, indicating a stable outlook Listing & Tranding : BSE and NSE

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TATA CONSULTANCY SERVICES PROFIT & LOSS STATEMENT ( in Cr.) Sep-11 Jun-11 Dec-10 Income Statement Revenue 9,329.24 8,613.56 7,627.26 Other Income 1,420.48 257.4 137.19 Total Income 10,749.72 8,870.96 7,764.45 Expenditure -6,668.85 -6,179.50 -5,282.19 Interest -8.47 -2.36 -2.6 PBDT 4,072.40 2,689.10 2,479.66 Depreciation -173.87 -157.26 -139.23 PBT 3,898.53 2,531.84 2,340.43 Tax -711.42 -469.41 -288.68 Net Profit 3,187.11 2,062.43 2,051.75 Equity -- -- -- EPS 16.27 10.52 10.46 CEPS -- -- -- OPM % 43.74 31.25 32.54 NPM % 34.16 23.94 26.9

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Balance sheet Mar ' 11 Mar ' 10 Sources of funds Owner's fund Equity share capital 195.72 195.72 Share application money - - Preference share capital 100 100 Reserves & surplus 19,283.77 14,820.90 Loan funds Secured loans 35.87 29.25 Unsecured loans 5.25 6.49 Total 19,620.61 15,152.36 Uses of funds Fixed assets Gross block 6,030.16 4,871.21 Less : revaluation reserve - - Less : accumulated depreciation 2,607.98 2,110.69 Net block 3,422.18 2,760.52 Capital work-in-progress 1,345.37 940.72 Investments 5,795.49 7,893.39 Net current assets Current assets, loans & advances 15,480.07 10,837.08 Less : current liabilities & provisions 6,422.50 7,279.35 Total net current assets 9,057.57 3,557.73 Miscellaneous expenses not written - - Total 19,620.61 15,152.36

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Name- bernie lawrence madoff . Born -1932 Monthly earnings-$5000. Owner of- b ernard l. madoff investment securities llc . Established in 1960 Become famous in 1980 bcoz of high returns that is 10% or more than that Introduced a new scheme that is ponzi scheme Scam continued from 1970 till 11,dec2008. Total scam was of $17 billion.

Madoff’s investment scandal:

Madoff’s investment scandal The Biggest The Oldest The Largest Scam Ever Done By An Individual That Is Of $17billion

Madoff’s investment scandal v/s government:

Madoff’s investment scandal v/s government

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