A WINTER TRAINING REPORT ON
“PORTFOLIO MANAGEMENT OF CNX MIDCAP COMPANIES”
KOTAK SECURITIES LTD. SURAT
IN PARTIAL FULFILLMENT OF THE REQUIREMENT IN THE MBA DEGREE OF VEER NARMAD SOUTH GUJARAT UNIVERCITY, SURAT. SUBMITTED BY: ANKIT S. LAPSIWALA MBA-FINANCE
PROF. SAMEER ROHADIA (GRIMS) MR. MRUGESH PANCHAL
(BM - KOTAK SECURITIES LTD.)
G.I.D.C. RAJJU SHROFF ROFEL INSTITUTE OF MANAGEMENT STUDIES G.I.D.C. VAPI 2006-07
I undersigned, Ankit S. Lapsiwala declare that this project report entitled, “Portfolio Management of CNX Midcap Companies”, is the result of my own research work carried out during December 2006 to January 2007 and has not been previously submitted to any other university / institutions for any other examination and for any other purpose by any other person. I will not use this project report in future to use as submission to any other university, institutions or any publisher, without written permission of my guide. I also promise not to allow / permit any other persons to copy / publish any part / full material of this report in any form. If I am found / caught as defaulter of any declaration, I know that my present or future submission may become invalid, and / or I may not be permitted to appear in the final exam in the college or institutes, wherever I am studying.
Ankit S. Lapsiwala MBA-Finance
This is to certify that Mr. Ankit S. Lapsiwala has satisfactorily completed the project work entitled, “Portfolio Management of CNX Midcap Index Companies”. Based on the declaration made by the candidate and my association as a guide for carrying out this work, I recommended this project report for evaluation as a part of the MBA programme of Veer Narmad South Gujarat University.
Place: Date: ______________________
(Mr. Sameer Rohadia)
The project is forwarded for evaluation to Veer Narmad South Gujarat University, Surat for viva-voce. Place: Date: ____________________ (Dr. R.S. Shah)
The success of any task lies upon the efforts made by a person but it cannot be achieved without co-operation of others. So I would like to tank G.I.D.C. Rajju Shroff ROFEL Institute of Management Studies, Vapi, for giving me the opportunity of doing this project as a special subject and provides such a wonderful platform to represent ourselves as MBA students. I am grateful to Kotak Securities Ltd. Surat for giving me the opportunity for dong the projects on “Portfolio Management of CNX Midcap Companies” in their esteemed organization. I owe our genuine thanks to Mr. Mrugesh Panchal (Branch Manager), for doing project at their organization. My acknowledgement remains incomplete without great thanking to Mr. Sunil Modha (Relationship Manager) who provided me with invaluable help in all form during my endeavors. Special thanks to Mr. Anand Malavia (Dealer) and Mr. Manish (Dealer), for providing all the requisite help despite his busy schedule. As an institute side, it is my great pleasure to have this opportunity to express my regrets and sense of gratitude to my guide Mr. Sameer Rohadia. It is due to his encouragement, valuable guidance and direction for this project work, which would not be finished without his help. I delivered my special thanks to my family members and friends for their constant support during the project. Ankit S. Lapsiwala MBA-Finance
This project report on “Portfolio Management of CNX Midcap Companies at Kotak Securities Ltd., Surat” is based on understanding portfolio management, which is taking place in the stock market. Kotak being the market leader in PMS, which is having corpus 3200 crore out of 6200 crore total market corpus. Under project I have done marketing of Trading and Demat account and made IPO subbroker. So this helps in understanding how practically the market works. Under project title firstly I find out 9 securities, which has made technical break out in CNX Midcap Index....
Bibliography: Prime Ranking Award (2003-04) - Largest Distributor of IPOs Finance Asia Award (2004)- India 's best Equity House Finance Asia Award (2005)-Best Broker in India
Euromoney Award (2005)-Best Equities House in India
Finance Asia Award (2006) - Best Broker in India Euromoney Award (2006) - Best Provider of Portfolio Management in Equities
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