Understanding portfolio management service of IDLC Investments Limited with a view to discover an undergraduate finance major’s to-do list - a BRACU perspective

Abstract

While working at IDLC Investments Limited, I had a realization of what undergraduate Finance major students should do to give themselves an edge in the Non-Banking Financial Industry. Hailing from Finance background, it has been the most intriguing learning experience for me to work at IDLC Investments Limited, a subsidiary of IDLC Finance Limited. Here, I had the opportunity to go out in the practical world and see the theories in practice. I did several courses which were directly affiliated with the concepts of Portfolio Management during my major in Finance. As a Probationary Officer at IDLC Investments Ltd., I was able to experience the entire process through which a portfolio is made, the fund is managed and allocated to individual investors. This report focuses on Portfolio Management Service of IDLC Investments Limited and concludes by recommending undergraduate Finance major students a to-do list