Security analysis and portfolio management (SAPM) is about learning strategies to manage different securities and designing investment objectives for people. Students studying at the best colleges for BBA in India can specialise in SAPM and become a valuable asset for their organisation or start their practice.
Apart from BBA, students pursuing BBA, CA, CS, and B. Com also study security analysis and portfolio management. Before we delve deeper into the technicalities of this specialisation, we suggest exploring Bennett University, Greater Noida, for a BBA program that grooms your management skills holistically and creates hot-shot management professionals or support to pursue your entrepreneurial journey.
To understand security analysis, let’s first understand security and its features.
- Securities are assets that represent some financial value.
- Securities are fungible, tradable and classified into debt securities, equity securities and derivatives.
Classification of Securities
Debt Securities
Debt securities are tradable assets with clearly defined terms and conditions. Example- Debt instruments bought and sold among parties with clearly mentioned principal amount, interest rate, maturity date and rate of returns.
Equity Securities
Equity securities refer to the financial instruments owned by individuals within an organisation. These people who buy equities have ownership in the P&L of the organisation.
Derivatives
Derivatives are a form of financial contract between two or more parties with an agreement on taking action in future if certain specific conditions are fulfilled. Futures, Options, Forwards, and Swaps are common types of derivatives. Its value is derived from the value or price fluctuations of stocks, commodities, currencies or other underlying assets.
If you want to learn these concepts in detail, explore NIRF and IIRF rankings for top BBA colleges in Delhi NCR. Our recommendation is Bennett University, Greater Noida, one of the best private universities in India.
What is Security Analysis?
We explained securities and their types. Analysis of these financial tradable instruments is Security Analysis. It helps security analysts and financial experts assess asset value in a particular portfolio.
Security analysis is a process to assess the various assets’ value and determine the impact of different fluctuations in the market on the tradable value of the securities or financial instruments.
Classification of Security Analysis
- Fundamental Analysis
- Technical Analysis
- Quantitative Analysis
Fundamental Analysis
It refers to security analysis using certain fundamental business aspects like current rate of interest, financial statements, financial market, competitor’s products, and more.
Technical Analysis
Technical analysis includes a study of historical data, price trends, market fluctuations, etc., and provides information that finance professionals use to forecast the price trends of securities.
Quantitative Analysis
Analysts use quantitative data to analyse securities.
Are you excited to explore more about security analysis? You can join Bennett University, Greater Noida, the best University for BBA in India, and learn in-depth analysis of different concepts in security analysis. Also, you learn its application for building a successful career. People with entrepreneurial interests can open their practice and provide services for businesses and individuals.
In the next section, we will explore Portfolio Management. You can explore Bennett University BBA fees, educational infra, education outcomes, and placements and begin your career on a high note.
What is Portfolio Management?
Specialisation in portfolio management deals with several financial products and securities to design an investment plan for organisations and individual clients. A quality Bachelor of Business Administration from the best colleges for BBA in India teaches you ways to select the best investment methods to ensure maximum returns and a financially secure future for clients.
Portfolio managers discuss and understand clients’ financial requirements, assess their risk-taking capacity and immediate and future expenses and prepare a client’s profile. Based on the evaluation, they prepare an investment strategy including several financial products with maximum returns.
Portfolio Theory
Students pursuing BBA from top BBA colleges in Delhi NCR and pursuing a specialisation in Security Analysis and Portfolio Management must know about the origin of the term Portfolio.
Harry M. Markowitz (University of Chicago) proposed the Portfolio theory. The theory states that portfolio managers should carefully assess clients’ financial situation and need to select and combine the best financial products for maximum returns possible. The aim should be to ensure a financially safe future. They assess risks and suggest how to mitigate them.
Career Opportunities with Specialisation in Security Analysis and Portfolio Management
You can complete a BBA from top private universities in India and pursue one of the following careers in security analysis and portfolio management.
- Portfolio Management Analyst
- Fund Administration and Oversight Lead Analyst
- Business and Client Reporting
- Portfolio Reconciliation Analyst
- Asset Management Analyst
- Insurance and Banking Business Analyst
- Risk Analyst
- Business Analyst-Finance
- Asset and Wealth Management-Digital Operations-Analyst
- Lead Financial Analyst
- Security Analyst
Bachelor of Business Administration at Bennett University, Greater Noida
- Bennett University, the best university for BBA in India, offers a detailed understanding of Security Analysis and Portfolio Management during BBA in Finance specialisation.
- Highly learned faculty provides a comprehensive understanding of money, accounting, and advanced concepts to settle complex monetary issues.
- Other courses covered under Finance specialisation are Financial Modelling and Analytics, Financial Markets, Financial Services, Insurance, and more.
- Bennett Univ., one of the top colleges for BBA in Delhi NCR, provides a broad scope of specialisation with BBA. It includes Marketing, Finance, Entrepreneurship, International Business, Business Analytics (Institute with Institute of Analytics, UK), Human Resource Management, International Finance and Accounting (Integrated with ACCA, UK), and Advertising and Public Relations.
- Bennett University, Greater Noida, maintains an exceptional track record of placements at top organisations (public and private). BU has years of industry partnerships and international collaborations.
Explore Bennett University BBA fees, campus, internships, and placements and become a skilled management professional.
