A Study On Portfolio Management With Reference To Equity Shares At Motilal Oswal Financial Services

Abstract

Portfolio management is a critical aspect of modern investment strategy, particularly in the dynamic and often volatile equity markets. This study aims to explore the practices, preferences, and awareness levels of individual investors in managing their equity portfolios. With a sample size of 100 respondents, the research investigates key factors such as risk tolerance, investment objectives, diversification strategies, sources of information, and satisfaction levels related to equity share investments. Using a structured questionnaire, primary data was collected and analyzed through percentage analysis and interpretation methods. The findings indicate that while a majority of investors prioritize capital appreciation, a significant portion lacks adequate knowledge of diversification and risk management. Moreover, digital platforms and mobile applications have emerged as dominant tools in the decision-making process. The study concludes that effective portfolio management is still evolving among retail investors, and there is a strong need for enhanced financial literacy and strategic planning. Recommendations include the promotion of educational tools, periodic portfolio review, and wider dissemination of risk assessment methods to aid better investment outcomes.