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Investment Management

By Prof. Anindita Chakraborty, Prof. P.V. Rajeev   |   Banaras Hindu University
Learners enrolled: 2706   |  Exam registration: 292
ABOUT THE COURSE:
Finance is an inevitable part of every human life. Knowingly or unknowingly, no individual can be isolated from being involved with earnings and savings. Investment Management is an essential field in finance that comprises the evaluation of financial securities and portfolio management to achieve individuals' financial goals. This subject is crucial for understanding the dynamics of financial markets, the evaluation of investment alternatives, and the optimization of portfolio performance. This subject plays a critical role not only in investment decision-making and financial planning of individual investors but also for institutional investors.

INTENDED AUDIENCE: Management Students (Ph.D., MBA, BBA), Commerce students (Ph.D., M.Com, B.Com), Chartered Accountants, Company Secretaries, and Financial professionals.

INDUSTRY SUPPORT: Equity research firms, Investment Banks, Portfolio & Wealth Managers, Brokerage firms, BFSI sector PREREQUISITES: Basic knowledge of finance. 
Summary
Course Status : Ongoing
Course Type : Elective
Language for course content : English
Duration : 12 weeks
Category :
  • Management Studies
  • Finance
  • Commerce
  • Economics
Credit Points : 3
Level : Undergraduate/Postgraduate
Start Date : 20 Jan 2025
End Date : 11 Apr 2025
Enrollment Ends : 03 Feb 2025
Exam Registration Ends : 28 Feb 2025
Exam Date : 25 Apr 2025 IST

Note: This exam date is subject to change based on seat availability. You can check final exam date on your hall ticket.


Page Visits



Course layout

Week 1- Introduction to Investment and Securities
Lecture 01: Introduction & overview
Lecture 02: Investment management process
Lecture 03: Investment alternatives
Lecture 04: Qualities of investors
Lecture 05: Errors in investment management
Week 2- Regulatory Framework
Lecture 01: Financial markets
Lecture 02: Primary & Secondary markets
Lecture 03: Regulatory bodies-I
Lecture 04: Regulatory bodies-II
Lecture 05: Participants in securities market
Week 3- Risk and return
Lecture 01: Introduction risk & return
Lecture 02: Types of risk
Lecture 03: Measures of risk-I & II
Lecture 04: Measures of risk-III
Lecture 05: Implications and drawbacks of risk-return analysis
Week 4- Valuation of equity shares
Lecture 01: Balance sheet valuation
Lecture 02: Dividend discount model
Lecture 03: Free cash flow model
Lecture 04: Earnings multiplier approach
Lecture 05: Comparative valuation ratio
Week 5- Valuation of bonds
Lecture 01: Bond risk
Lecture 02: Interest rate structure
Lecture 03: Valuation of bonds-I
Lecture 04: Valuation of bonds-II
Lecture 05: Immunisation
Week 6- Fundamental Analysis
Lecture 01: Overview
Lecture 02: Economic Analysis
Lecture 03: Industry Analysis
Lecture 04: Company Analysis-I
Lecture 05: Company Analysis-II
Week 7- Technical Analysis
Lecture 01: Overview
Lecture 02: Charting techniques
Lecture 03: Technical indicators-I
Lecture 04: Technical indicators-II
Lecture 05: Pricing patterns
Week 8- EMH & Portfolio Analysis
Lecture 01: Random walk theory
Lecture 02: Efficient Market Hypothesis-I
Lecture 03: Efficient Market Hypothesis-II
Lecture 04: Traditional approach to portfolio construction
Lecture 05: Modern approach to portfolio construction
Week 9- Markowitz Portfolio Theory
Lecture 01: MPT-I
Lecture 02: MPT -II
Lecture 03: MPT -III
Lecture 04: MPT -IV
Lecture 05: MPT -V
Week 10- Asset Pricing Theory-I
Lecture 01: CAPM -I
Lecture 02: CAPM-II
Lecture 03: Empirical evidence on CAPM
Lecture 04: Single Index Model-I
Lecture 05: Single Index Model-II
Week 11- Asset Pricing Theory-II
Lecture 01: Arbitrage Pricing Theory 
Lecture 02: Multi-Factor Model-I
Lecture 03: Multi-Factor Model-II
Lecture 04: Adaptive Market Hypothesis
Lecture 05: Behavioural Finance
Week 12- Portfolio Evaluation & Revision
Lecture 01: Sharpe’s Performance Index
Lecture 02: Treynor’s Performance Index
Lecture 03: Jensen’s Performance Index
Lecture 04: Active & Passive strategy
Lecture 05: Formula Plans 

Books and references

1. Fischer Donald E, & Jordan Ronald J: Security Analysis and Portfolio Management, Prentice-Hall
2. Pandian Punithavathy: Security Analysis and Portfolio Management, Himalaya Publishing House Pvt Ltd
3. Gitman & Joehuk: Fundamentals of Investing, Pearson Addison Wesley
4. Prasanna Chandra: Investment Analysis & Portfolio Management, Mc Graw Hill Education
5. Bodie, Z., Kane, A, Marcus, A.J., and Mohanty, P.
:Investments, Tata McGraw-Hill.

Instructor bio

Prof. Anindita Chakraborty

Banaras Hindu University
Prof. Anindita Chakraborty works as an Assistant Professor at the Institute of Management Studies. She did her MBA and Ph.D. from Jiwaji University, Gwalior and qualified UGC NET in 2004. She had 15 years of teaching experience. Her areas of interest are Investment Management, Behavioural Finance and Economic Psychology. She has published more than 50 research papers in both International and National Journals, including Scopus, WoS and UGC journals. Her case studies were published by the Case Centre, England (previously ECCH). Dr. Chakraborty has also presented her papers at various national and international conferences and also conducted various training and orientation programs for MSME, BSNL, CA etc. She published a book and co-author of five edited books published by reputed national publishers. She has completed two projects, three consultancy projects and at present she is working on three IoE, BHU grant projects.


Prof. P.V. Rajeev

Prof. P.V. Rajeev did his D. Litt. (2013) and Ph.D. (2006) in Management Studies from Banaras Hindu University. Presently, he has been in teaching, undertaking research and consultancyas, Professor at Institute of Management Studies, Banaras Hindu University, Varanasi. He has nearly 25 years teaching and research experience. He is a recipient of AICTE’s Career Award for Young Teachers (CAYT). He completed 6 Projects, 3 Consultancy Assignment, authored 15 books more than 60 papers on different fields of Management in distinguished journals and attended more than a 100 conferences at national and international level. He has widely travelled throughout the world for his academic endeavours covering European Union, UAE, Russia and East Asian countries. His area of research interest includes various domains in finance.

Course certificate

The course is free to enroll and learn from. But if you want a certificate, you have to register and write the proctored exam conducted by us in person at any of the designated exam centres.
The exam is optional for a fee of Rs 1000/- (Rupees one thousand only).
Date and Time of Exams: April 25, 2025 Morning session 9am to 12 noon; Afternoon Session 2pm to 5pm.
Registration url: Announcements will be made when the registration form is open for registrations.
The online registration form has to be filled and the certification exam fee needs to be paid. More details will be made available when the exam registration form is published. If there are any changes, it will be mentioned then.
Please check the form for more details on the cities where the exams will be held, the conditions you agree to when you fill the form etc.

CRITERIA TO GET A CERTIFICATE

Average assignment score = 25% of average of best 8 assignments out of the total 12 assignments given in the course.
Exam score = 75% of the proctored certification exam score out of 100

Final score = Average assignment score + Exam score

Please note that assignments encompass all types (including quizzes, programming tasks, and essay submissions) available in the specific week.

YOU WILL BE ELIGIBLE FOR A CERTIFICATE ONLY IF AVERAGE ASSIGNMENT SCORE >=10/25 AND EXAM SCORE >= 30/75. If one of the 2 criteria is not met, you will not get the certificate even if the Final score >= 40/100.

Certificate will have your name, photograph and the score in the final exam with the breakup.It will have the logos of INI and BHU.

Only the e-certificate will be made available. Hard copies will not be dispatched.

Once again, thanks for your interest in our online courses and certification. Happy learning.

- INI team


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