List of Project Topics

Financial Management, Its concept and applications.
Time value of money.

Valuation of securities.
Working capital management.
Cash Management.
Accounts receivable management.
Capital Budgeting.
Operating and financial leverage.
Capital structure determination.
Dividend policy.
Public Finance.
Principles of taxation.
Types of taxes.
Effects of taxes.
Public expenditure.
Corporate taxation.
Lease plan.
Customs and Indian regulations act.
Risk and return.
Valuation of securities.
Stock Market.
Investments and mutual funds
Working Capital management

Capital structure
Ratio Analysis
Financial Modelling of a company for last 10 years, leading to a analysis of its
ratios.
Liquidity Analysis..
Comparative Valuation.
corporate lending
Industry analysis and company analysis on a scenario basis, competitiveness, gro
wth potential and credit analysis
debtor management
Research in Risk management, Banking, Derivatives etc
. International Banking, Foreign Exchange, Monetary Economics, Micro Finance, Ru
ral Finance
The Effects of Financial Constraints on Corporate Investment Decisions and Deman
d for Liquidity
Corporate finance
Capital budgeting
Virtual finance
Financial Planning and forecasting
Structured Finance
Computational finance
Optimization Methods in Finance
Dependence on external finance: an inherent industry characteristic?
Project Finance as a Tool for Growth
Creating Value through Financial Management
Cost Reduction and Control
New Financial Approaches for the Economic Sustainability in Manufacturing Indust
ry
Activity-based costing and management
Fundamental Analysis to Assess Earnings Quality
EQA Earnings quality Analysis
Zero Base Budgeting
international business
international finance
investment banking
investment management
venture capital
Working Capital management

Capital structure
RATIO ANALYSIS
Financial Modelling of a company for last 10 years, leading to a analysis of its
ratios.
Liquidity Analysis..
Comparative Valuation.
corporate lending
Industry analysis and company analysis on a scenario basis, competitiveness, gro
wth potential and credit analysis
debtor management
Research in Risk management, Banking, Derivatives etc
. International Banking, Foreign Exchange, Monetary Economics, Micro Finance, Ru
ral Finance
The Effects of Financial Constraints on Corporate Investment Decisions and Deman
d for Liquidity
Corporate finance
Capital budgeting
Virtual finance
Financial Planning and forecasting
Structured Finance
Computational finance
Optimization Methods in Finance
Dependence on external finance: an inherent industry characteristic?
Project Finance as a Tool for Growth
Creating Value through Financial Management
Cost Reduction and Control
New Financial Approaches for the Economic Sustainability in Manufacturing Indust
ry
Activity-based costing and management
Fundamental Analysis to Assess Earnings Quality
EQA Earnings quality Analysis
Zero Base Budgeting
international business
international finance
investment banking
investment management
Portfolio Management Services
Introduction: Portfolio Management is a science for managing the varying combina

tion of Portfolio elements. These elements are the sub-components, of which the
larger portfolio is formed; say, the elements may be 'plans' for a portfolio of
plans, or 'strategies' for portfolio of strategies, or 'securities' for a portfo
lio of securities, and so on. In general, we may say that the elements of a port
folio are different forms of assets and in essence, portfolio management is mana
ging these assets. We shall henceforth refer to portfolio management as the mana
gement of these assets. In particular, the scope of this report has been focused
to handle and discuss 'securities' as the typical sub-component of portfolio of
assets.
The objectives of the project report are:
- To find out the awareness level of Investors about various parameters of Portf
olio Management Schemes. Particularly, the rate of return to the investor.
- To investigate and determine the various strategies and practice adopted by th
e institution offering Portfolio Management Services and the resultant satisfact
ion level of investors.
Number of Pages of Project Report: 80
Package Includes: Synopsis/Project Proposal + Project Report
Project Format: Document (.doc)
Table of Contents of Project Report:
Preface/ Summary of the Project
Acknowledgement
Chapter 1: Introduction
1. The Project
1.1 Problem statement in brief
1.2 What contribution it will make & to whom
1.3 Background of Company in brief
2. Introduction to Portfolio Management Services
3. Attributes of the Portfolio Management Services
- Promptness of Services
- Quality & flexibility of services
- Service charges
- Track record of the company
- Minimum interest required
- Database & computerization
- Research division
- Reporting
- Networking
- Simplicity of procedures
- Broker card
4. Process of Portfolio Management
4.1 Investors Objectives
4.2 Stability of Principal
4.3 Growth of Income
4.4 Capital Appreciation
4.5 Investment Possibilities
4.6 Risk Involved
4.6.1 Equities
4.6.1.1 Diversifiable risk
4.6.1.2 Non-Diversifiable Risk
4.6.2 Bonds
4.6.2.1 Default Risk
5. Techniques of Portfolio Management
5.1 Equity portfolio
5.2 Equity Stock analysis
Chapter 2 Objectives & Scope
Chapter 3 Methodology
- Primary Data
- Secondary Data
Chapter 4 Data Collection
4.0. Primary Data Collection
4.0.1. Questionnaire
4.0.2. Structured Interview
Table 4.0.3 Summary of Responses from Investors
Table 4.0.4 Summary of Response from Brokers/Sub-Brokers
4.0.1 Investors Data Collection - Personal Particulars
4.0.2 Investors Data Collection - Main Questionnaire
4.1.0.1 Brokers/Sub-Brokers Data Collection Personal Particulars
4.1.1.0 Brokers/Sub-Brokers - Data Collection Main Questionnaire
4.2. Structured Interview - Investors
4.3 Structured Interview - Brokers/Sub-Brokers
4.4 Secondary Data Collection
Chapter 5 Data Analysis
Chapter 6 Findings
Chapter 7 Recommendations
Chapter 8 Limitations
Chapter 9 Conclusion
Appendix: Secondary Data
Appendix: Bibliography/ References
A Comprehensive Study on Mutual Fund Market in India (Special Reference to Kotak
Mahindra)
Introduction: The project is designed with an objective that it will fulfill the
company s objectives as well as add value to my knowledge, and along with that it
will give me an opportunity to have a practical experience of the mutual fund i
ndustry. The objectives of the project are:
- Proper understanding and analysis of mutual fund as a product.
- This project will help me to understand the type of mutual fund scenario that
exists in India.
- It will help me to understand the role of different channels for distribution
of mutual fund products.
- It will help the company in developing superior products and services in compa
rison to its competitors and position itself better in the minds of the consumer
s.
- This project will also help the investors to make investment in the schemes ac
cording to their suitability which can fulfill their financial needs.
Table of Contents of Project Report
1. ABSTRACT
2. OBJECTIVES
3. LIMITATIONS
4. METHODOLOGY
4.1 ABOUT MUTUAL FUNDS
- What is a Mutual Fund
- Types of Mutual Funds Schemes
- History of the Indian Mutual Fund Industry
- Trends in Marketing of Mutual Funds
- Advantages & Disadvantages of investing in Mutual Funds
- Why to invest in Mutual Funds and not in Banks?
- How to Start Investing?
- Advantages of Investing Early
- Tax Implications
I. SET YOUR GOALS THROUGH...
- Systematic Investment Plan
- Systematic Transfer Plan
II. ABOUT THE COMPANY
- Corporate Identity.
- Parentage & Inception
- Products
- Service & Facilities
- Key Employees of Kotak Mahindra AMC
- SWOT Analysis of Kotak Mahindra AMC
- Major Players in the Indian Mutual Fund Industry
III. ASSOCIATION OF MUTUAL FUNDS IN INDIA
- About AMFI
- Objectives of AMFI
IV. JOB PROFILE
- Working with the Distributor
- Channels of Sales
- Working directly with the Investors
- Working with the Asset Management Company
V. LEARNINGS
VI. RECOMMENDATIONS
VII. BIBLIOGRAPHY
'Financial Management' In Public Sector Undertakings

Introduction:
This project discusses the "Financial Management: Public Sector Undertakings". A
public sector undertaking may be defined as a business undertaking, which is ow
ned managed and controlled by the State, on behalf of public at large. These und
ertakings have come to enjoy a unique position in the Indian economy in the post
independence era. They have been responsible for forming a strong industrial ba
se and providing the basic infrastructure for development in the country. From a
n investment in 5 enterprises of Rs. 29 crores in 1950-51. Investment in 242 Cen
tral PSUs has gone up to a staggering Rs. 2.04.054 crores, the net profit they m
ade was just Rs. 13.725 crores -a return of 6.7 per cent only.
The implicit assumption in the growth of PSU at the early stages was that public
sector would perform the role of a pathfinder and create necessary infrastructu
ral facilities and not be over- concerned about profits or surpluses. This howev
er, subsequently, gave way to the view that even as externalities are important
in the same way, profitability was also a useful guide and self- disciplinary me
asure.
In respect of the area and nature of job contained in Financial Management, ther
e is primarily no significant difference in a private sector or a public sector
organisation. However, since the public sector deals with and substantially reli
es on taxpayer s money, the rules, procedures and checks for accountability of thi
s money are comparatively more rigid than that in the private sector.
Number of Pages of Project Report:57
Package Includes: Project Report
1. Introduction
2. Highlights of financial management in public sector undertakings
- Budgets in Public Sector
- Revised Budget
- Sources of Funds in Public Sector
- Role of Financial Advisor
- Capital Budgeting
- Working Capital Management
- Financial Delegation
- Financial Reporting
- Profitability of Central Public Sector Undertakings
3. Role of financial management in the reforming of psu s
- Performance Evaluation in PSU's
- Valuation of Public Sector Undertaking
- Valuation Techniques
- Pricing in Acquisitions
- Disinvestment
4. SWOT analysis of financial management in psu s
5. Conclusion
A Successful International Merger in India: GlaxoSmithKline pharmaceutical indus
try
Introduction: GlaxoSmithKline is the United Kingdom based leading, global, resea
rch-based healthcare and pharmaceutical company. In India, it is the Number One
Pharmaceutical Company with a market share of 7.0 per cent. GSK commands the num
ber one position in six of the 10 therapeutic categories in which it operates. O
ther than pharmaceuticals, GSK has two businesses - Agrivet Farm Care (AFC) and
Qualigens Fine Chemicals (QFC).AFC is the market leader in the animal health sec
tor with an estimated market share of 10 per cent. It has a significant presence
in the cattle segment and also markets a range of specialized poultry products.
QFC has an estimated market share of 29 per cent in the laboratory chemicals ma
rket. It also has a significant presence in the Diagnostics business.
GSK has four manufacturing units in India, located at Thane, Nashik, Mysore and
Bangalore. The 2000 -strong field force of GSK, backed by a nation wide network
of over 4000 stockists, ensures that the company s products are readily available
across the nation. This combined with the quality of the products means that GSK
is able to strengthen the hands of doctors by offering superior treatment and h
ealthcare solutions. It is the company constant endeavor to improve the quality
of life by enabling people to do more, feel better and live longer.
The main objective of this study is to understand and examine the impact of merg
er between Glaxo Wellcome and Smithkline Beecham on Indian pharmaceutical indust
ries. That merger happened in 2000 between Glaxo and Smithkline in UK. The Merge
d Company has its operations in India, so the author wants to know about the imp
lications for GlaxoSmithKline of their operations in India.
'One plus one makes three' This is the special alchemy of Merger and Acquisition
s. When two firms, often about the same size, agree to go forward as a new singl
e company rather than remain separately owned and operated, a merger happens. Me
rgers facilitate synergies between the merged companies, generate efficiency, co
mpetitiveness, and increase the economies of scale, spreading costs, acquiring n
ew technology over a large customer base. By this Research paper I have attempte
d implications of the successful merger from July 05, 2000 till date in Glaxo We
llcome with Smith Kline Beecham. GlaxoSmithKline plc is a leading research-based
pharmaceutical company of the world, has had a presence in India since 1924, an
d is a leading pharmaceutical company in the country today, employing more than
4,000 people. GSK India is organized into three business segment: Pharmaceutical
s the predominant business, Agrivet Farm care and Qualigens Fine Chemicals. In t
his Research paper, it is discussed on the merger between Glaxo Wellcome and Smi
thKline Beecham pharmaceutical company. As international business activities dis
cussed on reasons behind merger, benefits of merger and in the context of Indian
market what are the implications of GlaxoSmithKline Pharma Company in Research
and Development, product Development and Key success factor in Indian market tha
t provides knowledge of market nature. We will try to give the clear view of the
business activities of GlaxoSmithKline Company which is UK based, in context of
mainly Indian market as well as worldwide in this Research report.
Part I Introduction
Research Objective and justifications
Report Outline
Part-II Industry Description
GSK-The Big Picture
Factors for success in India
References
Part-III Literature review
Chapter One Merger: An Introduction
1.1 Introduction
1.2 The Main Idea
1.3 Types of Merger
1.4 Reasons for International M&A
Chapter Summary
References
Chapter Two-Nature of Indian pharmaceutical
Industry
2.1 Introduction
2.2 Nature of Indian Pharmaceutical Industry
2.2.1 Industry Scenario
2.2.2 Market Scenario ((Projected Pharmaceutical Market, 2004-2009))
2.2.3 New Product Launches underlie market growth
2.2.5 Key Opportunities
2.2.6 FDI in Indian pharma
2.2.7 Strategy and Trends
2.2.8 Research and Development
2.2.9 SWOT Analysis
2.2.10 Mergers and Acquisitions in Pharma
2.2.11 Good Opportunities for big pharma
References
Chapter Three-Merger between Glaxo Wellcome
Smithkline Beecham
3.1 Introduction
3.2 Merger rationale
3.2.1 Rapid advances in Science and Technology
3.2.2 The growing importance of marketing power
3.2.3 The emergence of patients as consumers
3.3 Merger Benefits
3.3.1 Short term growth
3.3.2 Medium term growth
3.3.3 Long term growth
3.4 Business performance of GSK
Chapter summary
References
Chapter Four-Research Methodology
4.1 Introduction
4.2 Primary Research
4.3 Secondary Research
4.4 Sources of Information
4.5 Research design
4.6 Qualitative research
4.7 Exploratory research
4.8 Data Collection Technique
4.8.1 Primary Data
4.8.2 Exploratory Research Design Secondary Data
4.8.3 Computerized Database
4.8.4 The Interview
4.9 Limitations of study
References
Chapter Five Factors that support the research
Objectives
5.1 Introduction
5.2 Foreign Direct Investment
5.2.1 Forms of FDI
Chapter Summary
Chapter Six-Research Findings
6.1 Introduction
6.2 About R&D of GlaxoSmithKline
6.2.1 Research Design
6.2.2 Discovering new medicines
6.2.3 Genetic Research
6.2.4 Discovery Research
6.2.5 Drug Discovery
6.2.6 Pre-Clinical Development
6.2.7 Global Commercial Strategy
6.2.8 Clinical Trails
6.2.9 Collaboration and Partnership
6.2.10 Big Pharma to launch patent protected products in India
6.2.11 Technology, Absorption, Adaptions and Innovation
6.2.12 R&D centers in India
6.2.13 Expenditure on R&D
6.3 Product making- By GSK
6.3.1 Collaboration with Galapagos
6.3.2 Collaboration with Path
6.3.3 Collaboration with IAVI
6.3.4 H5NI avian flu Strain
6.3.5 For HIV/AIDS
6.3.6 Vaccine launchers
6.3.7 Pharmaceutical Products (Progress in 2009)
6.3.8 Available products in India
6.4 Marketing strategy of GlaxoSmithKline
Chapter Summary
References
Chapter Seven Discussion & Analysis
7.1 Introduction
7.2 Merger-Boom or Bane
7.3 Analysis//Summary
7.3.1 Rationale
7.3.2 Schemes of arrangement
7.3.3 Results of the implementation of Merger
7.3.4 Foreign exchange earnings and outgo of GlaxoSmithKline
Conclusion
Bibliography
Appendices
Annexure A-Questionnaire
Annexure B-Corporate Images
Economic Value Added (EVA)
Rs. 1,000.00
Introduction:
Being able to measure the value of an investment is becoming increasingly import
ant today. This is due to increased global competition and financial pressure. T
he methods of measurement, however, are numerous and widely debated. Businesses
find themselves using 1 performance measurement method for taxation purposes, an
other for bonus determination, and yet another for reporting to their shareholde
rs. Ideally, only 1 method should be used to cover all the different purposes.
Businesses have a dire need for a more accurate and efficient method of value me
asurement. This project explores EVA, which is a fairly recent addition to the e
xisting list of performance measurement methods. Companies that use EVA include
AT&T, Coca-Cola and Quaker Oats and many other successful companies.
Evolution of EVA
We have noticed that the stock prices of many companies (especially internet sto
cks) seem to rise rapidly despite large reported losses on their Income Statemen
ts. How can values go up, up, and up with such low earnings on the Income Statem
ent? This question has raised serious concerns that Net Income has little to do
with the values of companies. So why the disconnect? Well, net income is derived
from past events on a short-term basis while values of companies are derived fr
om future events over the long-term. Consequently, managers are looking for bett
er measures of financial performance. In recent years, such a measurement has em
erged. It's called Economic Value Added or EVA.
Coca-Cola is one of the many companies that adopted EVA for measuring its perfor
mance
1. Introduction to EVA
- EVA- New Tool for Performance Management (PM)
- Traditional measures of PM
- Modern Measuring Tool for PM - EVA (Economic Value Added)
- Evolution of EVA
- How Companies Have Used EVA- making it a popular Concept
2. Concept of EVA
3. Steps in calculating EVA
4. Applications (4Ms of EVA)
5. Advantages & Disadvantages of EVA
6. Best Tool in HR & Finance
- Human Resources And Finance (Case Of GODREJ LTD.)
7. Making EVA Work
- Strategies for increasing EVA
8. Companies using EVA
9. Is EVA the best tool?
10. Reliability of EVA
11. Conclusion
Emergence of Stock Broking Firms in India & their comparative analysis (Methodol
ogy followed by Indiabulls)
Rs. 2,000.00
Introduction: Since the early 1990s, India has gradually opened up its markets t
hrough economic reforms by reducing government controls on foreign trade and inv
estment. The Stock Exchanges have become a prominent player in this economic ref
orm and has now become a key driver of India s Economy.
With this, Indian stock broking firms are on an expansion drive. One Such firm i
s Indiabulls Securities Ltd.
This formal piece of academicals writing will be based on extensive research, qu
estionnaires, interviews measuring instruments or perhaps analysis of documents
which will generate a valuable idea about the topic that relates to a financial
firms competency to improve policies through various activities
The objectives of the project are:
The prime objective of this study carried out was to examine the growth of stock
broking firms and the impact of the exchange markets in India. As for my study,
I have taken Indiabulls Securities Ltd as the broking firm to analyze its growt
h structure.
1. To know the functioning of a Stock Market
2. To review the history & growth of Stock Broking Firms in India.
3. To examine the guidelines framed by SEBI.
4. To analyze the policies of Indiabulls and its comparison With peers
5. To know about the preferences and interest of potential investors in stock ma
rket.
Acknowledgement
Preface
Executive summary
1. Introduction to the Industry
- The Stock Markets
-- Definition
-- Stock Broker
-- Trading
-- Market Participants
-- Importance of Stock Markets
- Board of India (SEBI)
-- Role of SEBI
-- Functions of SEBI
-- Relation of the stock market to the modern financial system
-- The stock market, individual investors, and financial risk
- The Stock Broking Scenario in India
-- Securities broking
-- Changing international scenario in the stock-broking industry, and its likely
effects on the Indian stock broking industry
-- Nature of work of stockbrokers to do
- The Stock Brokers in India
2. Introduction to the Company
- About Indiabulls
- What does The Company Do?
- INDIABULLS - Growth Story
- Management Structure
- Indiabulls- Sales and Profit
-- Annual results in brief
-- Annual results in details
-- Sources of funds
-- Loan Funds
-- Uses of funds
-- Net Current Assets
-- Promoter's holding
-- Non-promoters holding
-- Per share ratios
-- Profitability Ratios
-- Leverage Ratios
-- Payout Ratios
-- Coverage Ratios
-- Component Ratios
- Indiabulls- Profitability
- Indiabulls- How does it stack up against its peers?
3. Research methodology
a. Title justification
b. Objective
c. Scope of the Study
d. Significance of the study
e. Research Design
f. Sampling Methodology
g. Limitation
4. Facts & Findings
5. Data Analysis and Interpretation
6. Suggestions
7. Recommendations
8. Annexure (Questionnaire)
9. Bibliography
Financial Derivatives
Rs. 2,000.00
Introduction: Derivatives are a type of financial instrument that few of us unde

rstand and fewer still fully appreciate, although many of us have invested indir
ectly in derivatives by purchasing mutual funds or participating in a pension pl
an whose underlying assets include derivative products. In a way, derivatives ar
e like electricity. Properly used, they can provide great benefit. If they are m
ishandled or misunderstood, the results can be catastrophic. Derivatives are not
inherently "bad". When there is full understanding of these instruments and res
ponsible management of the risks, financial derivatives can be useful tools in p
ursuing an investment strategy.
This project attempts to familiarize with financial derivatives, their use and t
he need to appreciate and manage risk.
1. Acknowledgement
2. Preface
3. Introduction
- What is a derivative
4. History of Derivatives
5. Characteristics of derivatives
6. Types of derivatives
7. Forward contract
8. Future contract
9. Swaps
10. Options
11. Function of derivatives
12. Advantages of Derivatives
13. Disadvantages of derivatives
14. Risks associated with derivatives
15. Derivatives in Indian Market
16. How derivatives are actually traded
17. How derivatives are traded in Indian
18. Capital market
19. Recommendations
20. Annexures
Financial Engineering
Rs. 1,500.00
Introduction:
The study undertaken by us is to try and understand the conceptual framework and
the techniques of FINANCIAL ENGINEERING.Financial engineering involves the desi
gn, the development, and the implementation of innovative financial instruments
and processes, and the formulation of creative solutions to problems in finance.
Financial engineering is not limited to corporate and institutional applications
. Many of the most creative financial innovations in recent years have been dire
cted at the retail, sometimes called the consumer level. These include such thin
gs as adjustable rate mortgages, cash management accounts, NOW accounts, IRS and
Keoghs, and various new forms of life insurance.
Financial engineers are involved in a number of important areas. These include c
orporate finance, trading, investment and money management, and risk management.
Financial engineers must be trained in all the tools available. The tools of fi
nancial engineering can be divided into two broad categories: conceptual and phy
sical.
Package Includes: Synopsis + Project Report
1. Introduction
- Objective
- Methodology
2. Financial Engineering
- What it is?
- Growth of Financial Engineering
- Quantitative sophistication and management training
3. Time value of money
- Cash flows
- Time Value
- Sensitivity Analysis of Time Value
- Future Value or Terminal Value
- Applications
- Compounding
4. Exchange rates
- The Basics
- The Determinants of Exchange Rates
5. Derivatives
- Benefits of Derivatives
- Forward Contracts
- Future Contracts
6. Swaps
- Interest Rate Swaps
- Currency Swaps
- Commodity Swaps
- Equity Swaps
- Hedging Swaps
7. Options
- Basic Terminology
- American And European Option
- Value of Option
- Arbitrating With Options
- Hedging With Options
Financial Services in India

Rs. 1,500.00
Introduction:
This project discusses the "FINANCIAL SERVICES IN INDIA". To study the different
quantitative technique used in financial services and to do the comparative ana
lysis of services provided by different players in market.For this purpose we vi
sited different banks and mutual fund organization and insurance companys ( ABN
Ambro, Kotak , ICICI Lombard,etc). We had one to one interaction with different
managers , officials and company personnel and we had a good experience to know
the services provided by them.
We also gone through the prospectus of differents schemes of different bank and
came to know the difference in schemes. After comparing the different players we
came to know that services offered by one bank is not best in all services but
one service is better than other and second banks service is better than other s
o one bank is not giving best service in market. Same is with insurance and mutu
al fund companies,
They are giving host of schemes but different schemes for different person that
makes insurance and mutual fund Company more demanding. We have seen sudden grow
th in mutual fund company due to coming of nice and intelligent company in marke
t hence more and more people are investing in mutual fund.
The objectives of the study are:
- To study the different quantitative technique used in financial services
- To study the comparative analysis of services provided by different players in
market.
1. Executive summery
2. Objectives of the project
3. Methodology
4. Quantitative techniques:
Compounded annual growth rate (CAGR)
- Beta
- Alpha
- R-square
-Treynor ratio
- Sharpe ratio
- Jenson Measure
- Standard Deviation
- Net Asset Value
5. Financial Services in India
5.1 Mutual Fund Industry in India
- Performance of Mutual Funds in India
- Growth of Mutual Funds in India
5.2 Insurance Industry in India
5.3 Retail Banking in India
6. Role of Fund Manager in Stock Picking
7. Portfolio Management
- Comparative Analysis
-- TVS Electronics
-- Essar
-- SAIL
-- Tata Power
-- Reliance Energy
-- Makers Lab
-- Lyka Labs
-- Gammon
-- Kirloskar
-- MRF
8. Insurance
- Comparative Analysis
9. Retail Banking
10. NRI Services
11. Annexures
Foreign Project Appraisal

Rs. 1,500.00
Introduction: The major impact of globalization on the economies of countries ha

s been the integration of world markets; it has enfurled new opportunities of in
vestments for the economies by blurring the thin line that demarcates foreign an
d domestic investments. The allure of high return and diversification has led, m
any a countries to cross the national boundaries and capture the world market. O
ne such way is by setting up projects abroad and catering to the market locally.
This may involve additional risks, thereby, making it imperative to carry out f
easibility study.
The difference however, lies in identifying and evaluating the additional elemen
ts, which form part of foreign or cross border projects, which generally are:
- Single or multiple foreign currencies
- Multiple tax rates and tax systems
- Foreign political risk and legal system
- The economic variables of inflation, interest rates, exchange rate etc
Some of the special circumstances involved are:
- Capital flow restrictions that block funds in the host country
- Project specific subsidies provided by the host government
- Project specific penalties imposed by the host government
- Most important, exchange rate fluctuations it drives the valuation of the proj
ect in local currency to be different from the foreign currency.
In spite of this, the number of foreign projects undertaken by countries has bee
n increasing, generally taking the form of foreign direct investment (FDI). Indi
a itself has been encouraging such projects, for reasons like matching demand an
d supply, technology transfer and new production methods etc.
Table of Contents of Synopsis:
1. Introduction
2. Steps involved in Foreign Project Appraisal
3. Foreign Project Appraisal- Criteria
4. Foreign Project Appraisal- Problems
5. Points to be considered in Foreign Project Appraisal
6. Case Studies:
Case Study 1: BARKATH CHEMICAOS FOOD SDN BHD, MALAYSIA
Case Study 2: DELTA IN THE GREEK MARKET
Case Study 3: ONGC VIDESH LIMITED PROJECT IN VIETNAM
Case Study 4: AN INTEGRATED ANALYSIS OF POWER PURCHASE AGREEMENT
CASE STUDY 5: XYZ TOLL ROAD COMPANY LTD.
CASE STUDY 6: XYZ Power Company
7. APPENDIX
Funds Management of Insurance Company (Case: LIC)

Rs. 1,000.00
Introduction:
This project discusses the "Funds Management of Insurance Company". Life insuran
ce is an agreement between you (the insured) and an insurer. Under the terms of
a life insurance contract, the insurer promises to pay a certain sum to someone
(a beneficiary) when you die, in exchange for your premium payments.
The most common reason for buying life insurance is to replace the income lost w
hen you die. For example, say that you work, and that your income is used to sup
port yourself and your family. When you die, and your paychecks stop, the life i
nsurance proceeds can be used to continue to support the family members you've l
eft behind.
Another common use of life insurance proceeds is to pay off any debts you leave
behind. For example, mortgages, car loans, medical bills, and credit card debts
are often left unpaid when someone dies. These obligations must be paid from the
assets left behind. This can deplete the resources that your family needs. Life
insurance can be used to pay off these debts, leaving your other assets intact
for your family to use.
Life insurance provides liquidity to your estate. When you die, you may leave so
me liquid assets (such as cash, CDs, and savings bonds), and some illiquid asset
s (such as real estate, an automobile, and stocks). Your liquid assets may not b
e enough to pay all the debts that you leave behind, plus all the expenses that
arise because of your death (such as funeral expenses and estate taxes). Your il
liquid assets may have to be sold in order to meet these obligations when they c
ome due. This may cause a financial loss if the assets must be sold cheaply in o
rder to get the money on time. Life insurance can avert this situation, because
the proceeds are available almost immediately upon your death. The basic objecti
ves of funds flow statement is to indicate whether funds came from and where the
y are used between two balance sheet dates. Funds flow statements a useful tool
in the financial manager s analytical kit. Financial managers, financial analysts
and credit granting institutions use it.
PART-A
- Introduction
- Indian Insurance Industry: A Perspective
- World Insurance Environment in 1999
- Introduction to Funds Flow and Cash Flow
PART-B
- Funds Management
- Objectives of funds Management or Liquidity Management
- Liquidity Flow Cycle
- Basic Steps in Funds Management
- Investment policy of Life Insurance companies
PART-C
- Life Insurance Corporation of India
- Conclusion
- Recommendations
- Annexxure
Housing Finance Companies

Rs. 1,000.00 Rs. 500.00
Save: 50% off
Introduction:
This project discusses the "Housing Finance Companies". To give a boost to the h
ousing scenario in India and to narrow down the margin between the housing deman
d and the availability of houses, The National Housing Bank was set up in the ye
ar 1988. This was done by keeping in mind that a home seeker though does have a
desire for a house but lacks the resources for construction or buying it. To giv
e an enhancement to private housing finance institutions the National Housing Ba
nk came into the picture. It is a principal agency to promote housing finance in
stitutions both at local and regional levels and to provide financial and other
support to such institutions. While it is important to keep in mind that the Nat
ional housing Bank itself does not give loans or finance individuals or a party
as such. It is only a corporate body to promote, establish, support or aid the h
ousing finance institutions.
The housing finance institutions can be segregated into three categories:
- Public Sector Finance
- Banks
- Private Sector Finance
1. Introduction
2. Housing Finance Institutions in India
- Public Sector Finance
- Banks
- Private Sector Finance
3. HUDCO (Housing and Urban Development Corporation Limited)
4. PNB Housing Financing Ltd.
5. ICICI Home Loan
6. State Bank of India
- Housing Finance Scheme for Non-Resident Indians by the SBI
7. HDFC Housing loans for the NRI's Enquiries
How Dividends are relevant and what is the effect of Dividend Policy on the valu
e of the firm
Rs. 1,000.00
Introduction:
This project discusses the "HOW DIVIDENDS ARE RELEVANT AND WHAT IS THE EFFECT OF
DIVIDEND POLICY ON THE VALUE OF THE FIRM". Once a company makes profit, they mu
st decide on what to do with those profits. They could continue to retain the pr
ofits within the company, or they could pay out the profits to the owners of the
firm in the form of dividends. Once the company decides on whether to pay divid
ends, they may establish a somewhat permanent dividend policy, which may in turn
impact on investors and perceptions of the company in the financial markets. Wh
at they decide depends on the situation of the company now and in the future. It
also depends on the preferences of investors and potential investors. Dividends
come in several forms. The most common is the regular cash dividend, but someti
mes companies pay a dividend in form of stock.
When managers decide on the dividend, their primary concern is to retain its sha
reholders. So they pay high dividends; but most managers have a conscious or sub
conscious long-term target payout rate. They don t just look at past earnings perf
ormance, but also try to look into the future when they set the payment. Investo
rs are aware of this and they know that a dividend increase is often a sign of o
ptimism on the part of management. The conceptual framework also talks about rep
atriations of profits. The fact that has to be kept in mind is, if we are to hol
d company s investment policy constant, then the dividend policy is sum sort of a
trade of dividends being paid in cash and issue or repurchase of common stock.
The answer we need is, should the firms retain whatever earnings is needed for f
inancing the growth and payout the residuals as cash dividends or should they in
crease the dividends and then issue stocks to makeup for the shortfall of equity
capital.
To get to this particular answer, we have tried to analyze, earnings, dividend p
aid, earnings per share, dividend per share, and the book value of shares, in th
e five year s financial statements of Infosys technologies Limited and Berger Pain
ts Limited.
Here we have tried to explain how dividends in these companies have behaved, cor
relate the various factors affecting dividends, and what made the companies to d
eclare the dividends.
- Executive Summary
- The Problems
- Objectives of the Study
- Research Methodology
- Proposed Chapter Scheme
Chapter 2: Conceptual Framework
- About business institutions
- About companies and its various acts
- Profits of a company
- About dividends
Chapter 3: Literature Review
Chapter 4: Analysis of Dividend Decisions
- Berger Paints EPS, DPS, and other Financial Data
- Infosys Technologies Ltd, EPS, DPS, and other Financial Data
Chapter 5: Conclusion
- Bibliography
- Annexure
LEASING (Methodology Followed by Sundaram Finance Limited)

Rs. 2,000.00
Introduction: A lease may defined as a contract between the owner (Lessor) of th

e asset and the user (Lessee) of the asset. Under the contract the Lessor transf
ers the right to use the asset to the Lessee for a stipulated period and the les
see pays lease rentals, which is the consideration for the use of the asset unde
r the contract. Lease is a contract whereby one entity agrees to let out an asse
t to another entity for a specified period for a specific consideration payable
at an agreed fixed interval of time, with a stipulation that the asset can be su
rrendered back upon expiry of the agreed period.The period for which the asset i
s given to the lessee for using is called Lease Tenure and the consideration, whic
h the lessor receives from the lessee, is called as Lease Rent , which can be month
ly /quarterly/annually. Although the lease rentals are generally fixed, the amou
nt and timing of payment of lease rentals can be tailored to suit the lessee s pro
fit or cash flows. At the end of the lease contract the asset would revert to th
e lessor, who is the legal owner of the asset. As the legal owner, it is the les
sor and not the lessee, who is entitled to claim depreciation on the leased asse
t.
The Objectives of the Project Report:
- A study on leasing system in Sundaram Finance Limited
- To know about the basic system of leasing in Sundaram Finance Limited.
- Analyze the leasing proposals received by Sundaram Finance Limited in a specif
ied period.
- To evaluate the corporate clients who have availed lease finance.
- To offer suitable suggestions based on the study for the development of leasin
g.
1.1 About the Project
- Leasing Definition
- Types of Leasing
- Leasing Process at Sundaram Finance Ltd.
- Credit Appraisal in Sundaram Finance Ltd.
1.2 Company Profile (Sundaram Finance Ltd.)
- History
- Our Founder
- In Recognition of Service to Investers
- Awards
- Board of Directors
- Main competitors of Sundaram Finance Ltd
- Group Companies of Sundaram Finance Ltd
- Organization Chart
- Products/ Services of SFL
1.3 Literature Review
- Leasing
Chapter 2
2.1 Objectives of the Study
2.2 Limitations of the Study
2.3 Scope of the Study
2.4 Need for the Study
Chapter 3: Research Methodology
3.1 Research Design
3.2 Sources of Data
3.3 Statistical tools used for analysis
Chapter 4: Data Analysis and Interpretation
4.1 Ratio Analysis for Matrix Laboratories
4.2 ALTMAN MODEL for Matrix Laboratories
4.3 Ratio Analysis for Britannia Industries
4.4 ALTMAN MODEL for Britannia Industries
4.5 Ratio Analysis for Ballarpur Industries
4.6 ALTMAN MODEL for Ballarpur Industrie
4.7 Ratio Analysis for Maruti Suzuki India
4.8 ALTMAN MODEL for Maruti Suzuki
4.9 Ratio Analysis for Larsen and Toubro
Chapter 5
5.1 Findings
5.2 Suggestions
5.3 Conclusion
Chapter 6: Annexure
Chapter 7: References
Project Report on Mutual Funds
Rs. 1,500.00
Introduction:
This project discusses the "Project Report on Mutual Funds ". The Indian capital
market has witnessed unprecedented developments and innovations during the deca
des of 80s and 90s. These innovations relate to new financial instruments, new f
inancial institutions such as mutual funds, and a variety of financial services
like merchant banking, credit rating, factoring etc. In a changed environment mu
tual funds are playing a vital role in financial intermediation, development of
capital markets and growth of corporate sector. Despite the fact that Indian mut
ual fund industry is relatively new, it has grown at a rapid pace, influencing v
arious sectors of the financial market and the national economy. They have becom
e an important medium of investment for the average Indian investor. By enabling
the investor to indirectly participate in the capital market and to rear the ga
ins of adequate diversification and professional management; mutual funds have b
ecome an important constituent of the Indian financial system.
Savings form an important part of the economy of any nation. With savings invest
ed in various options available to the people, the money acts as the driver for
growth of the country. Indian financial scene too presents multiple avenues to t
he investors. Though certainly not the best or deepest of markets in the world,
it has ignited the growth rate in mutual fund industry to provide reasonable opt
ions for an ordinary man to invest his savings.
The objective of the project report:
(a) To gain an insight into level of public awareness regarding history of mutua
l funds in India.
(b) To understand the existing level of popularity of mutual funds, investments
patterns of individual, their attitude towards and response to different type of
mutual fund offerings.
Part I Introduction
a) About Mutual Funds
b) Mutual Fund Constituents
c) History of Mutual Funds
d) Regulatory Aspects
e) Types of Mutual Funds
f) Benefits of Mutual Funds
g) Risk of Mutual Fund Investments
Part II Research, Findings and Analysis
a) Research Methodology
b) Questionnaire
c) Findings and Analysis
d) Comparison of Mutual Funds vis-à-vis Other Financial Instruments
Part III- Recommendations
a) Financial Planning
b) 8 Steps to Mutual Fund Nirvana
Part IV Industries Efforts to regain Customer Confidence and Strategies Adopted
Part V Future of Mutual Funds in India
Annexure
Bibliography
Recovery Management and Risk Management in a Stock Broking House (Methodology fo

llowed by Religare)
Rs. 2,000.00
Introduction:
This project discusses the "Recovery Management and Risk Management in a Stock B
roking House (Methodology followed by Religare)". The Project that have been und
ertaken at the Recovery department and Risk Management Cell in Religare Securiti
es Limited is an endeavor to study the in-depth operation of the Recovery proces
s and Risk management process at brokerage firms and in particular to study the
various techniques and the initiatives that have been taken by Religare in parti
cular to keep a check on the clients getting into debit balance and risk contain
ment at a Client level. . The training is done at the front office of the Risk M
anagement Cell and was trained on the various Client activities that take place
in the Stock Market along with the measures adopted by Religare Securities to co
ntain the risk of the Firm which include recovery of debit amount from the clien
ts, Capital Adequacy requirement by the client, monitoring of the Clients perform
ance and track record, maintenance of the Client margins along with an online mo
nitoring of Client positions and restrictions in cases the margin limits are bre
ached. In this process, I have also embarked with the responsibility to develop
a risk profile questionnaire for Religare with the help of which Religare intend
s to find out the risk tolerance level of its high net worth clients and portfol
io management clients. I also did an in-depth analysis of the Margin Trading fac
ility provided by Religare Securities limited.
The project mainly deals with the following:
- Understanding the operations of the Recovery Department
- Exploring ways to improve the working of recovery department.
- Developing of a risk profile questionnaire.
- Understanding the Operation of the Risk Management Cell
- Getting a practical exposure on the daily Risk Containment Procedures that are
being carried out at RMC.
Package Includes: Synopsis + Project Report
1 Executive Summary
2. Company profile
2.1 Introduction
2.2 Offerings
3. Recovery Management
3.1 Introduction
(a) Background
(b) Scope of work
(c) Approach to work
3.2 Analysis and Recommendation
(a) Working in and Understanding Recovery department
(b) Exploring areas for improvement of Recovery department
(c) Conclusion and Recommendation
4. Risk Profile Questionnaire
4.1 Introduction
(a) Background
(b) Scope of work
4.2 Analysis and development of the Questionnaire
(a) Analysis of methods adopted by different financial service providers
(b) Analysis of Religare's requirements
(c) Development of the questionnaire
(d) Questionnaire
5. Risk Management
5.1 Introduction
(a) Background
(b) Scope of work
5.2 Understanding and working in Risk Management Cell
(a) Understanding guidelines of NSE and SEBI for risk containment in various mar
ket segments
(b) Understanding Margin Trading Facility of RSL
(c) Understanding Margin Report of RSL
(d) Working and getting in-depth knowledge of Risk Management Cell
(e) Exploring areas for improvement of Risk Management Cell
(f) Recommendations
6. Limitations
7. Bibliography
Securitization in India: Challenges and Opportunities

Rs. 1,500.00
Introduction:
This project discusses the "Securitization in India: Challenges and Opportunitie
s". Securitization constitutes a key segment of structured finance. It is a tech
nique by which identified receivables and other financial assets can be packaged
into transferable securities and sold to investors. The instruments issued unde
r a Securitization deal derive their value from the cash flows (current or futur
e) or collateral value of a specified financial asset or pool of financial asset
s, general debt obligations or other financial receivables. Normally, these inst
ruments do not have any recourse to the Originator other than aforementioned ass
ets and specified third party support mechanisms that are clearly defined and ar
e not unlimited (i.e. credit enhancements). The rationale behind this project is
to understand the concepts of securitization as the potential market in India f
or securitization business is estimated at over a trillion of rupees. In the Ind
ian context, securitization is the only ray of hope for funding resource starved
infrastructure sectors like Power.Securitization can help Indian borrowers with
international assets in piercing the sovereign rating and placing an investment
grade structure. In the Indian context, securitization is the only ray of hope
for funding resource starved infrastructure sectors like Power. For power utilit
ies burdened with delinquent receivables from state electricity boards (SEBs), s
ecuritization seems to be the only hope of meeting resource requirements. As on
December 31, 1998, overall SEB dues only to the central agencies were over Rs. 1
84 billion.
Securitization can help Indian borrowers with international assets in piercing t
he sovereign rating and placing an investment grade structure. An example, albei
t failed, is that of Air India s aborted attempt to securitize its North American
ticket receivables. Such structured transactions can help premier corporates to
obtain a superior pricing than a borrowing based on their non-investment grade c
orporate rating.
OBJECTIVES OF THE STUDY:
- To understand the conceptual framework of securitization
- To understand the operational mechanism in practice
- To analyze the problems and prospects of securitization in India
Package Includes: Synopsis/ Project Proposal + Project Report
Chapter 1: Rationale of the Project
- Objective
- Research Methodology
- Exploratory Research
- Sample Design and Selection
Chapter 2: Conceptual Framework and Operational Mechanism
- What is Securitization?
- Participants of the Securitization Process
- Generic Deal Diagram
- Classification of Securitization
- Types of Risks Involved
- Credit Enhancement/Mitigation Structures
- Process of Securitization
- Ways of Asset Transfer
- Legal, Taxation and Regulatory Considerations
- Benefits of Securitization
- Securitization Applications
- Credit Card Receivables
Chapter 3: Indian Perspective and Experience
- Securitization in India
- Evaluation of the Rbi Guidelines laid down for Securitization in India
- Critical Evaluation of the Securitization Law introduced in India
- Major Securitization Deals in India
Chapter 4: Case Studies
Case Study 1: NHB - HDFC RESIDENTIAL MORTGAGE BASED SECURITIES (RMBS) ISSUE
Case Study 2: India Infrastructure Developers Limited (IIDL)
Chapter 5: Securitization in Banks
Chapter 6: Bibliography and References
Chapter 7: Annexure
Source Finance-All Economic Activities in the Modern World Centre Round the use
of Money or Finance
Rs. 1,000.00
Introduction:
This project discusses the "SOURCE FINANCE-ALL ECONOMIC ACTIVITIES IN THE MODERN
WORLD CENTRE ROUND THE USE OF MONEY OR FINANCE". All economic activities in the
modern world centre round the use of money or finance. To finance means to make
money available when it is needed. Business finance refers to procuring and usi
ng money for business purposes.
NATURE AND SIGNIFICANCE OF BUSINESS FINANCE
No one can start a business or running a business without adequate funds. Whethe
r it be manufacturing or trading activities, business finance is imperative. Eve
ry business requires some money to start, which is called capital. If business i
s started on a small scale it will require a smaller amount of capital than a bu
siness, which is started, on a large scale. Larger the size of a business firm l
arger will be the amount required. Finance is required to starts a business, to
operate it and for modernization and expansion.
While starting business money is needed to procure assets which may include mach
inery, furniture etc. A manufacture will require raw materials for production. H
e must employ people and pay them for their work. He must also pay the electrici
ty bills, water bills, and incur other miscellaneous expenses. But production ta
kes time to be completed. All expenses continue to be incurred until the goods a
re sold and money recovered. However, sales do not take place immediately and a
part of the sales may also be on credit. Meanwhile production continues in antic
ipation of sales to be made later. So the amount realized on sale of goods and t
he recovery of dues from customers do not coincide at any point of time with the
expenses incurred on operations. This may mean locking up of capital for some t
ime. Funds are required to bridge this time gap between production and sales. Th
us necessity of finance arises not only at the commencement of business but also
during the period those activities are on. i.e to finance working capital.
Like manufacturers, traders must also spend money on procurement, transportation
and storage of goods well in advance of the actual sales of the goods. The impo
rtance of finance arises basically due to the time of waiting for sales to recov
er the continuing expenditure. In the case of fixed assets acquired for business
purposes, like building, plant and machinery, funds remain locked up for a long
er period and there is longer waiting for recovery of the cost of those long-liv
ed assets. Availability of finance is therefore considered essential for day-to-
day activities as well as for investment in durable (fixed) assets.
The importance of finance has increased and will continue to increase with the g
rowth of business and industry. This is because large-scale production and distr
ibution require considerably large amounts to be invested in business. It is bey
ond the capacity of one or two persons to provide necessary finance for large-sc
ale ventures. Hence, the problem of finance is overcome by the formation of join
t stock companies, which can associate a large number of people as shareholders.
Companies against the security of assets can also raise loans.
Even then, the necessity of finance does not come to an end at any stage. Additi
onal funds are needed from time to time for expansion. Furthermore, changing env
ironment of business and increasing, competition may require new methods of prod
uction or distribution to be adopted, or plant and machinery to be modernized, o
r new products to be introduced in the market. In the absence of additional inve
stment on such occasions it may be impossible for the business to survive.
Finance plays such a vital role in modern enterprise that it s often said to be th
e lifeblood of business. Finance is needed at every stage in the life of a busin
ess. It must be available at the proper time. It must also be adequate for the p
urpose for which it is needed. Shortage of funds may ruin the business.
1. INTRODUCTION
- Nature of significance of business finance
2. TIME HORIZON OF FINANCE
(i) Long term Finance
(ii) Medium-term finance
(iii) Short-term finance
3. OWNERSHIP OF FINANCE
(i) Owners Funds ownership capital
- MERITS
- LIMITATION
4. BORROWED FUNDS BORROWED CAPITAL
- MERITS
- LIMITATION
5. SOURCE OF COMPANY FINANCE
- Equity Shares
- Merits
- Limitation
- Preference Shares
6. DEBENTURE
- MERITS
- LIMITATION
7. METHODS OF ISSUING SECURITIES
- TRADING ON EQUITY
- RETAINED PROFITS
- MERITS
- LIMITATION
8. PUBLIC DEPOSITS
- MERITS
- LIMITATION
9. INTERNATIONAL SOURCES: (GDR, ADR, FDI)
- Institutional Finance
- Public Finance Institutions
10. NON-BANKING FINANCE COMPANIES (NBFCS)
- Investment trusts (Units Trusts and Mutual Fund)
- MERITS
- DEMERITS
11. SMALL FINANCIAL ASSISTANCE AVAILABLE TO - INDUSTRIES IN RURAL BACKWARD AND H
ILLY AREAS:
- To provide employment opportunities more equitably
Study of Equity Market and Competitive Analysis amongst Stock Brokerage Houses Me
thodology followed by Religare
Rs. 1,500.00
Introduction: The project discusses Equity Market and Competitive Analysis amongs
t Stock Brokerage Houses (Methodology followed by Religare) . Religare is driven b
y ethical and dynamic process for wealth creation. Based on this, the company st
arted its endeavor in the financial market.
Religare Enterprises Limited (A Ranbaxy Promoter Group Company) through Religare
Securities Limited, Religare Finvest Limited, Religare Commodities Limited and
Religare Insurance Broking Limited provides integrated financial solutions to it
s corporate, retail and wealth management clients. Today, it provides various fi
nancial services, which include Investment Banking, Corporate Finance, Portfolio
Management Services, Equity & Commodity Broking, Insurance and Mutual Funds. Pl
us, there s a lot more to come your way.
The objectives of the study are:
- To study the current scenario of the existence of Equity Market.
- To study the effectiveness of the Stock Exchange as this is one of the best wa
y of Investment.
- To analyze the competitiveness amongst different Stock brokerages houses.
- To study the various services provided by Broking house to their clients.
- To study the awareness level of clients about various Broking Houses.
1. Introduction
- Overview of the Indian Retail Brokerage Industry
-- Industry Definition and Segmentation
-- Security Market
-- Segmentation of Security Market: PRIMARY MARKET & SECONDARY MARKET
- Evolution of the Retail Brokerage Market
-- A Brief History
-- Legal Developments
- Stock Exchanges and Stock Brokers
- Bombay Stock Exchange
- National Stock Exchange
- Stock Brokers
2. Research Methodology
- Objectives and Purpose of Study
- Methodology for Sampling
- Methodology for Customer Acquisition
- Research Design
- Data Collection
- Sampling Technique
3. Company Profile
-- Introduction
- Group Companies
-- Religare Securities Limited
-- Religare Commodities Limited
-- Religare Finvest
-- Religare Insurance Broking Ltd.
- Vision
- Mission
- Company Philosophy
- Why customer trade with Religare?
- Product & Services
- Equity & Derivatives
- Depository Services
- Problems of Religare
- Other Market Players (Competitors)
- Recent Developments Of Religare
- Benefits of Online Trading
- Hurdles for Online Share Trading
- Are Markets Mature Enough?
- Fall In Brokerage Rates
- Advanced Technology
- Depository System (Working Model)
- Market Size: Growth of Online Brokerage Market
- NSE s Growth Story Can Be Depicted By These Figures
- Threat of Substitutes
4. DATA ANALYSIS AND INTERPRETATION
5. RECOMMENDATIONS
6. CONCLUSION
7. APPENDIX
8. BIBLIOGRAPHY
Study of Financial Market in Indian Equity Market with Special Reference on Shar
ekhan
Rs. 1,500.00
Introduction: The project discusses Study of Financial Market in Indian Equity Ma

rket with Special Reference on Sharekhan . Personal finance discipline demands eve
ry individual to plan for expenditure and savings against current income. While
moving up in the hierarchy of needs, one must simultaneously save money for futu
re. As one goes on in life, the standard of living rises, needs increases and th
e expenditure to meet those needs also increases. Without proper financial plann
ing the future can be a miserable struggle to meet these demands.
Role of financial system is to enthuse economic development. As investors are ge
tting more educated, aware and prudent, they look for innovative investment inst
ruments so that they are able to reduce investment risk, minimize transaction co
sts and maximize returns along with certain level of convenience. As a result th
ere has been advent of numerous innovative financial instruments such as bonds,
company deposits, insurance and mutual funds.
Mutual funds score over all other investment options in terms of safety, liquidi
ty, and returns and are as transparent, convenient as it can get. Goal of mutual
fund is to provide an efficient way to make money. Different mutual funds have
different risks, which differ, because of the fund s goal, fund managers and inves
tment styles.
Sharekhan is the retail broking arm of SSKI, an organization with more than eigh
t decades of trust & credibility in the stock market. It is India's leading reta
il financial Services Company with We have over 250 share shops across 115 citie
s in India. While our size and strong balance sheet allow us to provide you with
varied products and services at very attractive prices, our over 750 Client Rel
ationship Managers are dedicated to serving your unique needs. Sharekhan is lead
by a highly regarded management team that has invested crores of rupees into a
world class Infrastructure that provides our clients with real-time service & 24
/7 access to all information and products.
The objectives of the project report:
- To gain an insight into the level of public awareness regarding mutual fund an
d shares.
- To understand the existing level of popularity of mutual funds and shares, inv
estments patterns of individual, their attitude towards and response to differen
t type of mutual fund offerings.
- To know about the awareness of online trading.
- To know about the best brokerage house among the people of Delhi.
- To know whether they are satisfied with their preferred broking house.
- To know whether people prefers to invest in equity or mutual funds.
Preface
1. Introduction
- Shares and Its Types
2. Company Profile
- Sharekhan
- Investment Bank and Investment Banking
- NSDL
- Depository participants
- Mission
- SSKI Corporate Structure
- SSKI as an Institutional Broker
- Product Profile
- Services offered by Sharekhan
3. Literature Review
- Account Opening
- Type of Account
- The Bombay Stock Exchange
-- History of Stock Exchange in India
-- BSE Sensex
-- Management Team
-- Listing of Securities
-- Key Statistics
- List of Holidays
- Sensex- The Barometer of Indian Capital Markets
- Sensex Calculation Methodology
- National Stock Exchange
- Introduction to the survey
- Methodology
- Objective of the Survey
- Data Collection
5. Facts and Findings
6. Limitations
7. Conclusion
8. Recommendation
9. Appendix
- Questionnaire
- Bibliography
Study The Structure of Mutual Funds in India and Perception Level of Investor to
wards Hdfc Mutual Funds
Rs. 1,500.00
Introduction:
This project discusses the "Study The Structure of Mutual Funds in India and Per
ception Level of Investor Towards Hdfc Mutual Funds". Finance is one of the majo
r elements, which activates the overall growth of economy. Finance is the lifebl
ood of economic activities. The study of business finance is concerned with the
provision, flow and use of finance within a business organization and with deman
d for, and supply of, funds for business within the economy as a whole. Funds fo
r a business are obtained from a variety of sources and it may be classified in
two major categories namely internal and external. Internal funds are obtained b
y retention of a portion of the company's own revenue stream. External financing
, on the other hand, represents a transfer of capital funds to the business from
other business units or individuals or institutions in the form of loans or add
itional ownership capital.
Finance is the most important factor for any kind of business. A business unit r
equires both short term and long term finance for its smooth functioning. In pla
nning for the future it is important to have a clear and consistent objective of
the financial system is the provision of the financial services at prices that
reflect their cost. Building financial institutions, financial markets and finan
cial instruments is, therefore, a continuing process. Different financial instit
utions provide services that are both complementary to and competitive with each
other. A well built financial system directly contributes to the growth of the
country. An efficient financial system calls for effective performance of financ
ial institutions, financial instruments, and financial markets. This would enabl
e the country to have supply of funds to the industry and agriculture continuous
ly. Economics problems of the nation can be solved comfortably, - through which
self - sufficiency can be attained. Thus the financial system plays a significan
t role in the building up the economy. Every enterprise, whether big, medium or
small needs finance to carry on its operations to achieve its targets. Hence, fi
nance is so indispensable today that it is rightly said it is lifeblood of an en
terprise. Without adequate finance, no enterprise can possibly accomplish its ob
jectives.
The function of finance has been traditionally classified into two type's namely
private finance and public finance deals with the requirements, receipts and di
sbursement of funds in government institutions like state, local, self-governmen
t. Private finance is concerned with the requirement, receipts and disbursement
of funds in case of an individual, a profit seeking business organization and a
non-profit organization. During the pre-independence period, financial constrain
ts have hampered the rapid development of industry in the country. After the ind
ependence, the government built up a network of specialized financial institutio
ns with a fairly big capital base to provide financial assistance to all types o
f types of industrial includes small-scale industries.
A growing economy needs the support of financial structure, which is responsive
to the needs of development. In India , in the process of financial deepening ,c
ommercial banks have shoulder special responsibilities for meeting the financial
needs of diverse sectors of economy , at various modes and instruments of finan
cing ,fashioned various organizational innovations, moved away from traditional
commercial banking and evolved into development banks responsive to socio-econom
ic needs. This paves the way for the establishing efficient banking system viz.,
namely commercial banking and development banking.
The specific objectives of the present study are as follows:
- To study the structure of Mutual Funds in India and perception level of invest
or towards HDFC Mutual Funds.
- To study the Mutual funds schemas of HDFC.
- To study the performance of Mutual Funds in India.
- To study a wide spectrum of investment options.
- To examine how customers in a specific segment rate the investment in mutual f
und as an investment option.
1. Introduction to Finance
2. Financial Management-Meaning
3. Objectives of Financial Management
4. Evolution of Financial System
5. Structure of Indian Financial system
6. Reserve Bank of India
7. Role and Function of RBI
8. SEBI
9. Constitutions and Organizations
10. Objectives and Regulatory Approach
11. Financial Institutions
12. Financial Markets
13. Investments
14. Objectives of Investments
15. Success in Investments
16. Investment Alternatives
17. Non- Marketable Financial Assets
18. Equity Shares
19. Bonds
20. Money Market Instruments
21. Mutual Funds
22. Life Insurance
23. Real Estate
24. Precious Objects
25. Financial Derivatives
26. Mutual Funds {Detail}
27. Scope of Mutual Funds
28. Types of Mutual Funds
29. Statement of Problem
30. Scope of Study
31. Objectives of Study
32. Operational Definitions of the concepts
33. Company Profile
34. Overview and Background
35. HDFC Mutual funds and Standard Life Ltd.
36. Business Objectives and Vision
37. Organizational goal
38. Capital Structure
39. HDFC Rating
40. Corporate Governance Rating
41. HDFC Mutual Fund Products
42. Bibliography
Trade Finance in India (Role of Authorized Dealers) "Deutsche Bank"
Rs. 1,500.00
Introduction:
This project discusses the "Trade Finance in India (Role of Authorized Dealers)-
Deutsche Bank". Trade Finance in India comprises of financing against imports i
nto India, export from India and inland trade transactions. While doing this stu
dy, it is important to know about the regulations governing such transactions in
India.
Import and Export trade is regulated by the Directorate General of Foreign Trade
(DGFT) under Ministry of Commerce & Industry, Department of Commerce, Governmen
t of India. Banks in India, authorized by Reserve Bank of India to deal in Forei
gn Exchange are known as Authorised Dealers. Authorised dealers, while undertaki
ng import and export transactions, should ensure that the imports into India and
export from India are in conformity with the Export Import Policy in force and
Foreign Exchange Management (Current Account Transactions) Rules, 2000 framed by
Government and the directions issued by Reserve Bank under Foreign Exchange Man
agement Act from time to time. Banks also have to follow credit policy announced
by Reserve Bank of India from time to time to ensure compliance while dealing w
ith financing of Inland Trade transactions.
Authorised dealers have to follow normal banking procedures and adhere to the pr
ovisions of various rules framed by International Chamber of Commerce, Paris and
onshore credit policy of the country.
Banks in India use the following trade products to meet financing requirements o
f the clients:
Imports:
1. Opening of Letter of Credit and Follow up Financing
2. Buyer s Credit / Supper s Credit in the form of short term credit for Imports int
o India
3. Trust Receipt Financing
4. Simple Overdraft Facility
5. Issuance of some of the guarantees to facilitate imports related activities
Exports:
1. Pre-shipment Credit in Indian Rupees
2. Pre-shipment Credit in Foreign Currency
3. Post-shipment Credit in Indian Rupees
4. Post-shipment Credit in Foreign Currency
5. Forfaiting of Export Receivables
6. Factoring of Export Receivables
8. Issuance of some of the guarantees to facilitate Export related activities
Inland Trade:
1. Local Bill Discounting backed by Bill of Exchange
2. Local Bill Discounting backed by Letter of Credit
4. Issuance of some of the guarantees to facilitate Inland Trade activities
2. Objective Of The Study
3. Introduction Of Banking Industry
4. Introduction Of Deutsche Bank
5. Deutsche Bank In India
6. Trade Finance In India & Role Of Authorized Dealers
7. Rbi Guidelines
i. Import
ii. Export
8. Trade Financing Activity At Deutsche Bank
i. Import
ii. Export
iii. Inland Trade
9. Limitation Of The Study
10. Conclusion/ Findings
11. Recommendations/ Suggestions
12. References/ Bibliography
Project Appraisal Power Finance Corporation Limited

Rs. 1,500.00
Introduction:
This project discusses the " Project Appraisal Power Finance Corporation Limited(De
lhi)". PFC has a wide and comprehensive role for promoting least cost technicall
y sound, efficient and reliable power sector in India including generation, tran
smission and distribution systems, through its financial, technical and manageri
al services. Several entities, such as the State Electricity Boards, NTPC, IPPs
such as Ispat Industries Ltd., etc. approach PFC for providing financial assista
nce for their projects. These entities provide a Detailed Project Report (DPR) a
long with their request for loan, which furnishes the necessary details about th
e project to the PFC. Besides that, the entity details and eligibility for loan
sanction are evaluated by the IAD of PFC.
Project appraisal - the process of assessing and questioning proposals before re
sources are committed- is done by the Project Appraisal Division. This is done b
y using the DPR and the entity details provided by IAD, thereby evaluating the v
iability of a project. The parameter under which the project appraisal is done d
epends on the project and its purpose. The various types of power projects have
different appraisal formats, depending on the specific features of the project.
Broadly speaking, appraising a project involves examining the Sector viability a
nd the Govt. policies in this regard and also the project s financial & economic v
iability. For example, for any company that provides loan for the project, param
eters such as FIRR, DSCR etc would be the most important factors on the basis of
which they decide whether or not to provide financial assistance. Since PFC is
committed to the economic betterment of the country, the economic returns/ benef
its are also evaluated. For certain projects, even if the financial returns are
not very attractive but the economic benefits that will accrue to the society ar
e substantial, the loans are sanctioned. The need and necessity of the project i
s established before appraising it.
Project appraisal is an essential part of project finance; it involves a thoroug
h analysis of the ability of the project to fulfill the desired objectives. Lend
ing to power sector involves long gestation period, it is necessary for the lend
ing institution to study the financial, technical & related credibility of the p
roject as well as the entity. The study of financial background of the project a
nd the promoters tells us about the ability to handle project efficiently.
The purpose of this study is to understand the project appraisal procedure adopt
ed at PFC and to do an appraisal of proposed project AMARKANTAK 300 MW Thermal Pr
oject by ABC Ltd and to analyze the economic and financial viability of the schem
e which would be set up in the state of Chhattisgarh.
The project is usually examined under the following heads:
- Credit Worthiness of the borrower
- Project Eligibility and Preference
- Moratorium & Repayment Period
- Security and guarantees provided
The Summer Internship involved carrying out financial and economic evaluation of
the projects along with preparing an agenda note for the approval of the Board
of Directors. For Financial and Economic Appraisal, the Financial Internal Rate
of Return and Economic Internal Rate of Return were calculated. The Profit & Los
s calculations were done and the Debt Service capability was calculated. Besides
this, Sensitivity analysis was also done to evaluate the effect of various fact
ors on the generation of electricity and hence the revenue realization.
The project was undertaken with the following objectives in mind:
- To Evaluate the Financial and Economic returns of the proposed projects
- To calculate the future Cash Flows and the DSCR of the IPP
Following were the findings of the Appraisal of the projects:
- The Project requires a loan amount of Rs. 1340 Crs and has a FIRR of 12 %.
This projects which are finally selected for funding should have the following a
ttributes.
- The benefits from the project should be realizable and deliverable.
- It should involve local people and compensate adequately those displaced takin
g into account their needs.
- The project should be sustainable in the long run and care should be taken so
that it does not run into financial or technical problems
- The entities involved should ensure that projects will be properly managed, by
ensuring appropriate financial and monitoring systems are in place, that there
are contingency plans to deal with risks.
The Objectives of the Project Report:
- To analyze and perform a Project Appraisal of the proposed Project and to chec
k whether the proposal is worth investing
- To understand the working methodology adopted by PFC to perform appraisal
- To prepare a financial model for the similar type of projects
- To give possible recommendation for a better assessment of the schemes
1. Objective
3. Sources of Data
4. Indian Power Sector
4.1 Introduction
4.2 Industry Analysis
4.3 Legislations & Laws
4.4 Reforms In The Power Sector
4.5 Huge Investment opportunity
4.6 Conclusion
5 Power Finance Corporation
5.1 Introduction
5.2 Business Environment/Strategies
5.3 Major Clients of PFC
5.4 Appraisal System
5.5 Rural Financing
5.6 Foray into Global Market
5.7 Future Plans
6 Project Appraisal
6.1 Technical Appraisal
6.2 Geological Appraisal
6.3 Financial Appraisal
6.4 Economic Analysis
6.5 Investment Analysis in the power sector-the need
6.6 Managerial Appraisal
6.7 Marketing and Selling Arrangements
7 Project Appraisal Procedure at PFC
7.1 Introduction
7.2 Profile of Projects Division of PFC
7.3 Appraisal Procedure
7.3a Preliminary Appraisal
7.3b Detailed Appraisal
7.4 Appraisal Process
8 ABC AMARKANTAK 300MW THERMAL POWER Project
- Objective
8.1 Entity details
8.2 Project Details(Technical analysis)
8.3 Geological & Environmental Analysis
8.4 Managerial Analysis
8.5 Financial & Economic analysis
- Financial plan & Cost estimate
- Operational Costs, Prices and Assumptions
- Projects Cash Flow Statements and Cost Benefit Analysis
- Project Risk
- Sensitivity Analysis
8.6 Marketing & Selling Arrangement
8.7 Conclusion
8.8 Recommendations
8.9 Limitations
9 Bibliography
10 Annexure
Trading in Stock Market (Indiabulls Securities Limited)

Rs. 1,000.00
Introduction:
This project discusses the "TRADING IN STOCK MARKET (METHODOLOGY FOLLOWED BY IND
IABULLS SECURITIES LIMITED)". Indian Capital Market has been linked to the Inter
national Financial Market and the Standard has been increased in terms of effici
ency and transparency through Dematerialization of the Indian Capital Market. Co
nsidering the limitations exposed by the Indian Capital Market in terms of handl
ing and dealing in securities in paper mode, the main objective of this study is
to analyze trends in growth of dematerialization process in the Indian Capital
Market. Dematerialization process was not keeping pace with the Indian Capital M
arket due to unpopularity of Demat, lack of information, and short direction aft
er the inception of the scheme or the earliest time taken to evaluate its popula
rity. My project is base on study about dematelization in Indian capital market.
The project covers issues related to depository and Indiabulls Securities Ltd a
s a depository. Project start with objective, methodology, and limitation of pro
ject than it highlight company profile with product details, than it explains ca
pital market and depository part of this capital market. This project cover trad
ing in equity of capital market, settlement of trade in depository, comparative
analysis of structure and services offers in the same industry, analysis of dema
terialization, issues related to demat e.g. opening account, nomination, demater
ializations, transmission, freezing, defreezing.
The broad objective of the project is to gain knowledge about Indian depository
system and learn more about it altogether make clients and let them know about t
he different services offered by the Indiabulls Securities Ltd and study it as d
epository. Also to convince them about how Indiabulls services out score their r
ivals. And how in future they will be benefited from the services offered by Ind
iabulls Securities Ltd
This project will accomplish to understand the problem faced by the existing cli
ent and find ways to solve there queries at your level otherwise let the above l
evel know about there problem.
We have to be in regular contacts with our clients so that we come to know about
the problem they are facing. This also helps us to multiply our clients by gett
ing the further references. By this we are able to make a chain of the customers
, which expands as we satisfy there needs.
1. ABSTRACT
2. EXECUTIVE SUMMARY
3. OBJECTIVE
4. METHODLOGY
5. LIMITATION
6. COMPANY PROFILE (with)
- KEY COMPETITIVE STRENGTH
- KEY BUSINESS STRATEGIES
- CORE PILLERS OF INDIABULLS STATEGY
7. INDIABULLS SECURITIES LTD
- KEY OPERATIONS
- INTERNAL ISL S SEGMENT
- RISK FACTOR ANALYSIS
- RIVALRY ANALYSIS & CUSTOMER ACQUISITION
8. CAPITAL MARKET- AN OVERVIEW
- PRIMARY MARKET
- SECONDARY MARKET
9. MARKET INTERMEDIATARIES
10. DEPOSITORY
11. DEPOSITARY PARTICIPANT
12. ACCOUNT OPENING
13. TYPE OF ACCOUNTS
14. CLOSURE OF ACCOUNT
15. NOMINATION
16. DEMAT PROCESS
17. COMPULSORY SCRIPS FOR DEMAT
18. DATA ON DEMAT
19. CONCLUSION
20. REFERENCES
Valuation
Rs. 1,000.00
Introduction:
The process of determining the current worth of an asset or a company is called
valuation. There are many techniques that can be used to determine value, some a
re subjective and others are objective.
Part: 1 Company Valuation Method
1.1Balance Sheet Based Method
1.2 Income Statement Based Method
1.3 Valuation Using Multiples
1.4 Discounting Cash Flow Based Method
Part 2: Dividend Discount Model
2.1 Dividend Growth Model
2.2 Two-State Growth Model
2.3 Model H
2.4 Three-Stage Growth Model
Part 3: Value Creation Methods
Part 4: Option Pricing Model
Part-I Valuation
Section 1.1 Balance Sheet Based Method
1.1.1 Adjusted Book Value Method
1.1.2 Liquidation Value Method
Section 1.2 Income Statement Based Method
1.2.1 Value of Earnings (PER)
1.2.2 Value of Dividends
1.2.3 Sales Multiples
Section 1.3 Valuation Using Multiples
1.3.1 Multiples based on capitalization
1.3.2 Multiples based on company s value
1.3.3 Growth referenced multiples
Section 1.4 Discounting Cash Flow Method
1.4.1 Free Cash Flow to Equity
1.4.2 Free Cash Flow to Firm
4. PART-II
IPO VALUATION OF INOX AND PVR
- Industry
- INOX Business
- Inputs in the model are based on certain assumptions supported with facts
- Relative Valuation of INOX with RIVAL PVR
- About PVR Business
Venture Capital Financing in India

Rs. 1,500.00
Introduction: The project discusses Venture Capital Financing in India . Venture ca

pital is money provided by professionals who invest alongside management in youn
g, rapidly growing companies that have the potential to develop into significant
economic contributors. Venture capital is an important source of equity for sta
rt-up companies.
Professionally managed venture capital firms generally are private partnerships
or closely-held corporations funded by private and public pension funds, endowme
nt funds, foundations, corporations, wealthy individuals, foreign investors, and
the venture capitalists themselves.
The objectives of the project report are:
- To know whether venture capital funds supply any capital/services to existing
companies.
- To understand that venture capital fund provide seed capital and development c
apital.
- To understand that venture capital funds provide capital to new business in fo
reign operations
- To understand the venture capital role in supply management and marketing expe
rtise.
- To understand venture capital financing, its uses and scope of activities.
- To understand the common profit targets.
1. Introduction
- What Is Venture Capital?
- Investment Philosophy
2. Objectives of the Study
4. Venture Capital in India
- A Brief History
- Venture Capital in India
5. Constraints in Venture Capital in India
- Problems with Venture Capital in the Indian Context
6. Classification of Venture Capital
7. Findings & Analysis
- Indian Scenario - A Statistical Snapshot
-- Contributors of Funds
-- Methods of Financing
-- Financing By Investment Stage
-- Financing By Industry
-- Financing By States
- Financing Options In General
- Structure of Venture Capital industry
- Corporate Venturing
- The Venture Capital Process
- Generating A Deal Flow
- Due Diligence
- New Financing
- Inter-Company Transactions
- Investment Valuation
- Structuring A Deal
- Financing Sources and Companies Are Building Partnering Relationships
- Competition Is Affecting Buyer Prices
8. Conclusions
9. Limitations of the Study
10. Annexures
- SEBI Guidelines
- Venture Capitalist Addresses
- Glossary
- Bibliography
Working Capital Management in ONGC

Rs. 1,500.00
Introduction: Working Capital is the lifeblood and controlling nerve of an organ

ization. ONGC being a large organization, dealing in exploration and exploitatio
n of hydrocarbons requires a large amount of funds. The complexity and risks inv
olved in exploration business like whole procedure of search of oil, geographica
l and physical conditions, day to day reduction in oil reserves and many other t
hings tend to maintain a substantial amount of working capital. Hence, there is
a need for proper management of working capital, so that day by day operations d
o not hamper; at the same time there would not be any idle investment in working
capital.
1.1. Preface
1.2. Acknowledgement
1.3. Meaning of Project
1.4. Executive Summary
1.5. Objectives of the Project
Chapter 2: Company Profile
2.1 History of ONGC
2.2 Profile of ONGC
2.3 Global Ranking
2.4 Vision and Mission of ONGC
2.5 Community Development of ONGC
2.6 Products of ONGC
2.7 Subsidiaries of ONGC
2.8 Research Methodology
Chapter 3: Working Capital Management
3.1 Meaning of Working Capital
3.2 Kinds of Working Capital
3.3 Need for Working Capital
3.4 Factors determining the Working Capital Requirements
3.5 Working Capital Cycle
3.6 Components of Working Capital
3.7 Working Capital Management in ONGC
3.8 Position of Current Assets and Current Liabilities in ONGC
3.9 Factors requiring consideration while estimating Working Capital
3.10 Swot Analysis
Chapter 4: Findings
Chapter 5: Suggestions
Chapter 6: Conclusions
Chapter 7: Bibliography
Working of Treasury Loans & Disbursement Department in Power Finance Corporation

Rs. 500.00
Introduction:
This project discusses the "Working of Treasury Loans & Disbursement Department
in Power Finance Corporation". The objective of the project was to develop an un
derstanding about the working of a Treasury Management Unit. The report throws s
ome light on the investment policies of the department. The areas that were stud
ied in detail were the estimation of Cash Flows and the possible investment oppo
rtunities that the company has been overlooking for some reason or the other. Th
e Treasury Management Unit at PFC generally invests in short term instruments du
e to the liquidity requirements of the company. Public Deposit Account of RBI ha
s been, traditionally the preferred investment option for the Department. It has
a return of 6 % p.a., but the interest income from this source is taxable @ 35%
which effectively reduces the yield to a meager 3.9%. it is recommended that th
e department considers Money Market Mutual Funds as a viable avenue for investme
nt as the average return in Liquid Mutual funds vary between 4.4% - 5 %. The Cas
h Flow estimation methods of the department were also found to be faulty. The ye
arly disbursement target was distributed evenly throughout the year. But, the em
pirical data reveals that disbursements are low in the initial part of the year
and pick up towards the year end. Past trends were used to predict the disbursem
ent pattern for the year 2004-05. Such estimation would help in predicting the d
isbursements more accurately which in-turn would assist in the accurate estimati
on of Cash Flows.
1. Executive Summary
2. Introduction
3. Company Background
4. Scope of activities of the organization
5. Resource Mobilization
6. Working of Treasury Management Unit
- Functions of Treasury Management Unit
- How it actually works
- Specified limit of Funds to be maintained in Bank Accounts
- Investment Policy
-- Objectives
-- Avenues for investment
- Observations of the Organization
-- Major Deviation in Estimated and Actual Cash Flows
-- Suggestions to improve Cash Flow estimation
--- Taxability of Mutual Funds
-- Gilt short-term Funds
7. Bibliography
Financial manager job description
Financial manager job description
This post include contents of financial manager such as: financial manager job p
urpose/roles, key tasks and related documents etc.
Job purposes of financial manager
Financial manager control company s assets and finance by reporting profit and los
s accurately and protecting inventory and capital investments while improving co
mpany cash flow and reducing working capital.
Key tasks of financial manager:
1. Maintain perpetual inventory system by correctly reporting production, sales
and receipt of raw materials.
2. Provides financial expertise to management in evaluating potential business t
ransactions and in managing financial and physical resources.
3. Reconcile physical inventories with perpetual balances at outside storage fac
ilities or internal distribution warehouses and production areas.
4. Directs preparation of budget, reviews budget proposals, monitors actual perf
ormance against budget, and prepares necessary supporting documentation and just
ification.
5. Oversee the processing of weekly and administrative payroll for all plant per
sonnel.
6. Prepares financial justifications of proposed capital expenditures to indicat
e impact on sales, profitability, cash flow and return on investment calculation
.
7. Maintain property system by determining asset cost and depreciation rate, lif
e and disposition of capital write-offs.
8. Performs monthly financial analysis of business and performance measurements,
identifying and recommending to Management opportunities for improvement.
9. Maintain closing week schedules with Corporate Processing and reconcile balan
ce sheets with profit and loss.
10. Advises Management on current financial operating results to include profita
bility, inventory levels, collect ability of accounts receivable, manpower level
s, return on assets and other aspects as appropriate.
11. Manage the payment of vendor and inter-company invoices according to Company
procedures and insure proper cash flow.
12. Educates and mentors key individuals within the organization on financial as
pects of the individual s job function and the impact it has on overall results.
13. Direct billing and collection of accounts receivables to insure cash flow an
d customer cooperation.
14. Maintain accurate financial records. Analyze financial statements to insure
proper reporting of period results along with explanation and information for de
partment heads.
15. Prepares or supervises the preparation of ad hoc reports and analyses as req
uested by management.
Financial manager cover letter

A financial manager cover letter will help you communicate brief of your knowled
ge, experience and skills about financial management in an effective way.
You should write a financial manager resume together with this cover letter.
Sample cover letter of Financial manager
Richard Ho
1234, ABC Street,
Car ., ZXY 01234,
(123)- 456 7890.
Email:
Aug 10th, 2010
Mr. Peter Lim, HR manager
AAA Group
1234, ZYZ Street,
Car ., GHY 01234,
(123)- 456 4321.
Email:
Dear Mr. /Ms. Last Name,
Updating
Thanks so much.
Sincerely,
Richard Ho
Enclosure: resume
Other sources related to financial manager:
Financial manager job specification
Financial manager interview questions
Financial manager resume
Homepage: Financial manager.

A financial manager, of course, will play an important role in financial divisio
n. So that, all interview questions for financial manager should focus on:
1. Main inputs of financial division (key result areas).
2. Key tasks of financial division.
3. Working procedures/instructions.
4. Policies/principles/rules.
5. HR and admin management etc.
Sample interview questions for financial manager
1. How do you manage your financial staffs?
2. How to monitor works of your financial staffs?
3. Please tell me your financial department structure and main duties of each fi
nancial position in your department?
4. How do you train your financial staffs?
5. Please tell me your financial department goals and plans in last 3 months?
6. How to set up financial strategies for ..industry?
7. Describe the finance functions within a company and where you see yourself fi
tting.
8. What is duration/Macaulry duration/Modified duration? Show me.
9. Have you assisted with the quarterly forecasting and annual planning processe
s for a specific allocated project?
10. Tell us about specific profitability models used for forecasting, business c
asing and ad hoc analyses you have developed and maintained for a specific proje
ct?
11. How you manage the accounting operations including the review of journal ent
ries, payroll, accounts payable, accounts receivable and statutory reporting?
12. What tools and processes do you take to prepare, analyze and present monthly
, quarterly and annual operating results for each department? How is your data c
ollected.
13. What the procedures or process involved in the preparation for the audit?
14. What are the different types of internal audit?

This post include contents of financial manager such as: financial job specs, fi
nancial job standards, education and knowledge, skills, experience, abilities and
related documents of financial manager.
Detailed job specs of financial manager
1. Knowledge/education
Bachelor s degree in Business, Finance or Accounting required.
MBA and or CPA Preferred.
Must have a strong understanding of financial statements, consolidations, and el
iminations.
2. Experience
5+ years of financial analysis, planning, and business support experience requir
ed.
Experience in handling management information and metrics design, collection and
reporting.
Experience in working in an IT project driven environment.
3. Skills
Strong business partnership skills and ability to work well with all levels of t
he organization.
Strong financial analysis skills and business acumen. Attention to detail & data
accuracy.
Outstanding verbal and written communication skills.
Be proactive, a self-starter, results-oriented, and a team player. Wants to be c
hallenged and to challenge others.
Exceptional analytical skills.
Demonstrated communication skills, including written, oral, presentation and lis
tening.
Supervisory skills.
Strong customer service skills.
Strong team skills.
Superior Excel and Powerpoint skills.
4. Abilities
Ability to work with cross-functional teams.
Must work well independently with little guidance.
Flexibility, creativity, and problem solving skills are critical.
Exceptional organizational & financial process skills.
Ability to prioritize conflicting demands and communicate accordingly.
A financial manager resume will help you communicate all your knowledge, experie
nce and skills about financial management in an effective way.
You should write a financial manager cover letter together with this resume.
Sample financial manager resume
Richard Ho
1234, ABC Street,
Car ., ZXY 01234,
(123)- 456 7890.
Email:
Career profile/job objectives:
With current experience and skills, to take over duties of a financial manager i
n financial management in a prestigious company.
Education background
Bachelors Degree:
Additional courses:
Core competencies:
Updating
Work History
Company: Address:
Business Scope:
Period: 2005 to Present
Position: Financial Manager
Income:
Main duties:
Updating
Company: ., address: ..
Business scope:
Period: 2001-2005
Position: Financial Manager
Income:
Main duties:
Updating
Company: ., address: ..
Business scope:
Period: 1997-2001
Position: Financial assistant
Income:
Main duties:
Updating
Personal Details:
Name:
Date of Birth:
Employment Status: Full/part-time time
Relationship status:
Reference:
1. Mr Peter, company: .., position: .., relationship ., phone: , email:
2. Ms Jenny, company: .., position: .., relationship ., phone: , email:

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Financial Management, Its concept and applications.

Time value of money.

Working Capital management

Working Capital management

Portfolio Management Services

Introduction: Portfolio Management is a science for managing the varying combina

'Financial Management' In Public Sector Undertakings

Introduction: Derivatives are a type of financial instrument that few of us unde

Financial Services in India

Foreign Project Appraisal

Introduction: The major impact of globalization on the economies of countries ha

Funds Management of Insurance Company (Case: LIC)

Housing Finance Companies

LEASING (Methodology Followed by Sundaram Finance Limited)

Introduction: A lease may defined as a contract between the owner (Lessor) of th

Recovery Management and Risk Management in a Stock Broking House (Methodology fo

Securitization in India: Challenges and Opportunities

Introduction: The project discusses Study of Financial Market in Indian Equity Ma

Project Appraisal Power Finance Corporation Limited

Trading in Stock Market (Indiabulls Securities Limited)

Venture Capital Financing in India

Introduction: The project discusses Venture Capital Financing in India . Venture ca

Working Capital Management in ONGC

Introduction: Working Capital is the lifeblood and controlling nerve of an organ

Working of Treasury Loans & Disbursement Department in Power Finance Corporation

Financial manager cover letter

Financial manager interview questions

Financial manager job specification

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