These research report presentation based on Portfolio management of Kotak Life Insurance.......... By Amit Kumar Pandey

1. A RESEARCH REPORT PRESENTATION ON “PORTFOLIO MANAGEMENT OF KOTAK LIFE INSURENCE” By: AMIT KUMAR PANDEY Contact:+91-9560337610 Email: amitpandey900@gmail.com UNITED INSTITUTE OF MANAGEMENT, GREATER NOIDA

4. Portfolio management deals with the analysis of individual securities as well as with the theory and practice of optimally combining securities into portfolios.

6. Safeguarding capital.

7. Capital Appreciation.

8. To analyze the profitability

9. Choosing optimal mix of securities.

10. Keeping track on performance.

11. To analyze the risk-return trade-off of the various investment plan.

13. To compare the return of a portfolio using different investment ways.

14. To develop a new investment way in mutual funds.

15. To compare the different portfolios being maintained by selected mutual funds.

17. ANALYSIS & INTERPRETATION 1.Kotak Aggressive Funds

18. ANALYSIS & INTERPRETATION 2.Kotak Dynamic Growth Fund

19. ANALYSIS & INTERPRETATION 3.Kotak Guaranteed Growth Fund

20. ANALYSIS & INTERPRETATION 4. Kotak Dynamic Balanced Fund

22. The Dynamic Floor fund (DFF) freezes the NAV or the value of the Equity at 90% of the Highest Value it has reached in a particular period for the customer.

23. Kotak Dynamic Floor Fund has given a return of 11.32% in the past year, despite dismal returns in other portfolio plans.

24. Growth fund option gives investors good returns as well as capital appreciation.

26. Diversification of portfolio is must as it will reduce the unsystematic risk and give the return an edge.

27. To invest in equity, fund manager can go for equity analysis first like fundamental or technical analyses.

29. http:// www.kotaksecurities.com

30. http:// www.moneycontrol.com

31. http:// www.wikipedia.com

32. http:// www.iciciprudential.com

33. http:// www.birlasunlife.com

34. http:// www.bajajallianz.com

35. http:// www.dspmlmutualfund.com

36. http:// www.kotakmutual.com

37. http:// www.licmutual.com

38. http:// www.valueresearchindia.com

40. Pandian, Punithavathy, ―Security Analysis and Portfolio Management‖, Vikas Publications, 2nd Reprint.