A project report on portfolio management (a case study of india infoline finance ltd)

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products, services or securities The press release, results and presentation for analysts/press for the quarter ended Dec 31, 2012, is available under the ‘Investor Relations’ section on our website www.indiainfoline.com . 2-BUSINESSES/products 1. Equities and commodities broking 2. Portfolio and Wealth Management services 3. Distribution of Life Insurance products 4. Distribution of Mutual funds, Fixed Deposits, RBI Bonds and Small Savings among others 5. Distribution of Mortgages and other Loan products 1. EQUITIES BROKING Our core offering, gives us a leading market share in both retail and institutional segments. Over a million retail customers rely on our research, as do leading FIIs and MFs that invest billions. INSTITUTIONAL EQUITIES •

Research team built up with a blend of industry and equity research experience

Launched a daily synopsis on Indian markets titled ‘The Front Page’

Research focus on original bottom-up ideas

Research products have been received well by institutional clients

A number of new products in the pipeline

2. WEALTH MANAGEMENT The key to achieving a successful Investment Portfolio is to have a carefully planned financial strategy based on a thorough understanding of the client's investment needs and risk appetite. The IIFL Private Wealth Management Team of financial experts will recommend an 36


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