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B.Com. (Investment Management) Basics of Investment Management Syllabus - Mumbai University

This is the FY BCom IM syllabus under NEP 2020, in force from the academic year 2024-25. The University still sets the earlier Choice Based papers alongside it for ATKT candidates, so check which scheme your exam form names before you revise.

Basics of Investment Management Syllabus.pdf
Major · Semester 2 · FY BCom IM · 4 credits

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Syllabus for Basics of Investment Management

Major · Semester 2 · FY BCom IM · 4 credits

Module I: General Principles of Investing

  • Introduction to Investment, Savings Vs. Investment, Investing Vs. Speculation, Investing Vs. Borrowing, Why is investment necessary, When to Start Investing,
  • What is meant by interest Rate, Factors determining interest rates, Simple Interest and Compound Interest
  • Investment Objectives – Setting SMART Goals
  • Asset Classes available for investments – Financial Assets vs. Non-Financial Assets, Important attributes of various asset classes – Safety (Risk), Liquidity, Yield. Co- relation between various asset classes
  • Debt Management - Purpose, Need and responsibilities, Short Term Debt Vs. Long Term Debt, Fixed Rate Vs. Variable Rate Mortgages, Consumer Loans, Refinancing, Hire Purchase Credit Cards, Leasing
  • Personal Financial Statement Analysis Cash inflows and cash outflows, income and Expenditure statement, Budgeting and forecasting, Monitoring budgets and provisions for savings, Personal Balance Sheet
  • Forms Of Business Ownership Sole Proprietorship; Partnership Firm; Limited Liability Partnership; Limited Liability Companies; Trusts; Foundations/Exempt Organizations; Co-operative Societies

Module II: Financial Mathematics – I

  • Time Value of Money, Present Value; Net Present Value; Future Value; Annuities – Immediate and Deferred; Growing Annuities and Inflation adjusted Annuities
  • Calculation of returns: Nominal Rate of Return, Effective Rate of Return, Internal Rate of Return, Holding Period Return (HPR), Compounded Annual rate of Return (CAGR), Real Rate of Return after adjusting for Inflation, Rate of Return after adjusting taxes

Module III: Financial Mathematics – II

  • Total Assets – Net Worth and Financial Ratios Net worth and its components, Liquidity Ratios, Debt to income Ratio, debt to financial assets, debt to total assets, savings Ratio
  • Loan Calculations EMI Calculation; Loan restructuring – Present Value of future payments; Loan repayment schedules; Loan repayments with varying interest rates; Amortization; Home Equity; Refinancing cost; Fixed EMI Vs. Fixed Tenure.

Module IV: Risk Profiling of Products and Investors - Asset Allocation

  • Types of Investment Risk Market Risk – Systematic and unsystematic, Inflation Risk, Interest Rate Risk, Credit Risk, Maturity Risk, Liquidity Risk, reinvestment risk, Exchange Rate Risk. Regulatory Risk, Investment Manager (Alpha) Risk, Business Risk
  • Product Profiling in terms of Risk and Tenure Short Term Products – Low Returns with Capital Protection Medium Term Products – Inflation beating with adequate Capital protection Long Term Products – Managed Risk for wealth creation in the long term

References

  • 1 A book on Investment Management by Preeti Singh. It is published by McGraw Hill Education.
  • 2 Investment Management: Security Analysis and Portfolio Management by S.K. Gupta and R.K. Sharma - Kalyani Publishers.
  • 3 Investment Management: A Modern Approach by Ranganatham M. Vishwanath. It is Published by Pearson India.
  • 4 Investment Management: Theory and Practice by Prasanna Chandra. It is Published by Tata McGraw- Hill Education.

Reproduced from the University of Mumbai syllabus for B.Com. (Investment Management) under NEP 2020, in force from the academic year 2024-25. Wording is as printed in that syllabus. Module numbering is as printed there too.

The complete syllabus

This subject is cut from the University circular for its year. Open a document here if you want the whole thing rather than a single subject.

PDF BCom (Investment Management) Sem I & II (2024-25) NEP NEP 2020 syllabus, in force from 2024-25 Read full PDF Read
PDF BCom (Investment Management) Sem III & IV (2025-26) NEP NEP 2020 syllabus, in force from 2025-26 Read full PDF Read
PDF BCom (Investment Management) Sem IV Community Engagement Project (2025-26) NEP NEP 2020 syllabus, in force from 2025-26 Read full PDF Read
PDF BCom (Investment Management) Sem V & VI (2026-27) NEP NEP 2020 syllabus, in force from 2026-27 Read full PDF Read
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