Elective – Vipul Prakashan : Educational Book Publisher https://zedex.co.in/vipulp Educational Book Publisher Tue, 17 Jun 2025 14:57:34 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://zedex.co.in/vipulp/wp-content/uploads/2024/08/logo-100x100.png Elective – Vipul Prakashan : Educational Book Publisher https://zedex.co.in/vipulp 32 32 Portfolio Management (F) https://zedex.co.in/vipulp/product/portfolio-management-f/ Tue, 17 Jun 2025 14:57:26 +0000 https://zedex.co.in/vipulp/?post_type=product&p=16163 SYBFM -- SEMESTER - III

Author: Farhat Fatma Shaikh

]]> SYLLABUS
No. Modules / Units
1 Introduction to portfolio management
  •      Investment process, Investment categories, defining investment goals and objectives, Investment constraints.

•      Process of asset allocation, different approaches to allocation decision, overview of allocation techniques.
2 Portfolio Management Strategies:
  •      Active strategy, passive strategy, semi active strategy, duration shift and immunization, efficient market hypotheses, top down and bottoms up.
3 Portfolio Analysis:
  •      Analysis: Diversification, portfolio risk and return, single index model, The sharpe index model, Portfolio Beta.

•      Selection: Markowitz Risk- Return optimization, concept of utility, Sharpe optimization model, Geometric mean model, Safety First model, Stochastic Dominance Model.
4 Portfolio Revision and performance management:
  •      Revision: Portfolio rebalancing, portfolio upgrading, Formula plans, constant ratio plan, variable ratio plan, selection and revision of equity portfolio

•      Performance measurement: Methods of calculating rate of return, Money weighted rate of return, Time weighted rate of return, Linked internal rate of return, Buying the index approach, Sharpe’s- Treynor’s – Jensen’s performance measure of portfolio
]]> Portfolio Management https://zedex.co.in/vipulp/product/portfolio-management/ Tue, 17 Jun 2025 14:54:52 +0000 https://zedex.co.in/vipulp/?post_type=product&p=15730 SYBFM -- SEMESTER - III

Author: P. K. Bandgar

               Darshak Doshi

FIRST EDITION

]]> SYBFM -- SEMESTER - III

Author: P. K. Bandgar

               Darshak Doshi

FIRST EDITION

]]> Treasury Management https://zedex.co.in/vipulp/product/treasury-management/ Tue, 17 Jun 2025 14:54:52 +0000 https://zedex.co.in/vipulp/?post_type=product&p=15731 SYBFM -- SEMESTER - III

Author: Chandra Hariharan Iyer

               Suraj Agarwala

               Nikhil Shirsat

]]> SYLLABUS
No. Modules / Units
1 Understanding Treasury Management:
  ¨         Treasury: its evolution, importance, ideal treasury department, front office, mid office and back office. Theories of treasury management. Functions of treasury management. Liquidity management in treasuries. Banking relationship. Credit management. Treasury objectives and approaches.
2 Classification of Treasury Markets and Treasury Services:
  ¨         Domestic or national treasury market and Forex or international treasury. Features, products, dimensions, ideal ticket size, regulatory framework

¨         Treasury services: Bank Treasury, Government treasury and corporate treasury.
3 Cross Currency Forwards, Present and Future Value:
  ¨         Calculation of premium, discount etc., pre utilization of contracts. Exchange rate movement – volatility of major currencies. Exchange rate and interest rate arbitrage. NDF Markets. Cross currency futures. FEDAI guidelines for merchant quotes.
4 Treasury Risk Management:
  ¨         Treasury risk management policy, control and reporting requirements, open position- day end, day light and overnight position limits-limit orders with other banks, mismatch of positions-gap limits, individual and aggregate, stop loss limits, VAR and capital positions, developing risk framework for organization.
]]> Debt Markets – I https://zedex.co.in/vipulp/product/debt-markets-i/ Tue, 17 Jun 2025 14:54:51 +0000 https://zedex.co.in/vipulp/?post_type=product&p=15727 SYBFM -- SEMESTER - III

Author: Jennie Prajith

               Bhavana Parab

5TH EDITION

]]> SYLLABUS
No. Modules / Units
1 Introduction to Debt Markets:
  •      Evolution of Debt Markets in India.

•      Primary Market and Secondary Market.

•      Money Market and Debt Market in India.

•      Fundamental Features of Debt Instruments.

•      Regulatory Framework in the Indian Debt Market.
2 Instruments and Players in Debt Markets:
  •      Central Government Securities: Bonds, T-bills, State Government Bonds.

•      Open Market Operations.

•      Securities Trading Corporation of India.

•      Primary Dealers in Government Securities.

•      Clearing Corporation of India.
3 Bonds:
  •      Features of Bonds.

•      Types of Bonds.

•      Issuers of Bonds.

•      Bond Ratings – Importance and Relevance and Rating Agencies.
4 Valuation of Bonds:
  •      Determinants of the Value of Bonds.

•      Bond Mathematics.

•      Yield Curve Analysis.
]]> Equity Markets – I https://zedex.co.in/vipulp/product/equity-markets-i/ Tue, 17 Jun 2025 14:54:51 +0000 https://zedex.co.in/vipulp/?post_type=product&p=15728 SYBFM -- SEMESTER - III

Author: Jia Makhija

]]> SYLLABUS
No. Modules / Units
1 Introduction:
  •      Meaning and Definition of Equity Shares.

•      Growth of Corporate Sector and the simultaneous

•      Growth in the number of Equity Shareholders.

•      Separation of Ownership and Management in Companies.

•      Development of Equity Culture in India- Current Position.
2 Primary Market:
  •      IPO – Methods followed, Book Building, Offer for Sale.

•      Role of Merchant Bankers in fixing the price.

•      Red – Herring Prospectus: it’s unique Features.

•      ASBA and its Features.

•      Green Shoe option –

•      Sweat Equity, ESOP.

•      Rights Issue of Shares, Non-voting Shares, ADR, GDR, IDR.
3 Secondary Market:
  •      Definition and Functions of Stock Exchanges.

•      Evolution and Growth of Stock Exchanges in India.

•      NSE, BSE, SME Exchanges and Overseas Stock Exchanges.

•      Recent Development in Stock Exchanges, Merger of SEBI with FOMC.

•      Stock Market Indices.
4 Importance of Equity Markets in a Developing Country like India:
  •      Need for attracting more investors towards equity.

•      Need for strengthening secondary markets.

•      Link between Primary Market and Secondary Market.
]]> Commodities Market https://zedex.co.in/vipulp/product/commodities-market/ Tue, 17 Jun 2025 14:54:51 +0000 https://zedex.co.in/vipulp/?post_type=product&p=15729 SYBFM -- SEMESTER - III

Author: S. P. Das

]]> SYLLABUS
No. Modules / Units
1 Introduction to Commodity Market:
  •      Emergence of Commodity Market.

•      Dynamics of Global Commodity Markets.
2 Commodity Market in India:
  •      Commodity Exchanges in India.

•      Role of Information in Commodity Markets.

•      Linkages between Equity Markets and Commodity Markets.

•      Commodity Markets – Logistics and Warehousing.
3 Commodity Exchanges:
  •      Function and Role.

•      Trading and Clearing Methods.

•      Commodity Futures.

•      Commodity Specific Exchanges v/s Multi Commodity Exchanges.
4 Strengthening Commodity Markets in India:
  •      Role of Government.

•      Role of Commodity Exchanges.

•      Other Institutions.

•      Training and Development of Dealers.
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