Format for submission of PROJECT PROPOSAL

1. Project Title: PORTFOLIO CUSTOMIZATION AND OPTIMIZATION

2. Course: Software Engineering Lab.

3. Principal Investigator (PI):

4. Project Area: <Domain> Artificial Intelligence and Finance.

5. Institute Name (Address, City, Pincode, State, Phone No. (landline &
mobile) and
Email.)

6. Co-Investigator(s):
(Name(s), mailID)

7. Total Cost (in Rupees) :

8. Duration (in months): July 15 – Nov 15 2019

9. Ideation of the study (give brief elaboration under select option (s)) -in 50
words max.
i. Based on own experience:
 I realized through my internship that investing purely through mutual funds
is not enough and one should have the option of allocation of allocation of
money based on their own risk
ii. Evolved upon discussions with ------
iii. Other (s)
10. Introduction:
a. Creating a detailed investment management platform catering to
common people.
11. Review of Literature (Both National & International Status)
12. Objectives (in bullet points) not exceeding 100 words.
a. Making investing simple for common people.
b. Suggesting strategies based on their risk-return profile.
c. Educating the common man about value investing.

13. Methodology (to be specific to carry out the project objectives):

a. Target / End user :
i. Salaried people, HNIs with non-investing background.
b. Methods of data collection:
i.
c. Sources of the data:
i.
d. Reference period of the data to be covered:
i.
e. Method of processing and analyzing:
i.
f. Time schedule of activities giving milestones:
i.

14. Expected Benefits :

a. One stop shop for suggestions of respective strategies.
b. Creating more income for the common man.
c. This is not just portfolio allocation but income allocation.

15. Limitations of the Study :

a. One needs to have a DEMAT account with only one broker with whom we
decide to tie up.
b. No in-house fundamental research on stocks.

16. Name of the External Experts(s) in the related field:

17. Other Projects in hand: (please give details):

18. Budget Estimate: (Rupees)

Item Budget (Year-wise)

1st Year 2nd Year 3rd Year Total

A. Recurring

1. Maintenance
(Category-wise)

2. Consumables
(Please specify)

3. Travel
(a) Local
(b) Outstation

4. Other costs
(Please specify, also
attach justification)

B. One time cost

Development cost
Equipment cost
(Please specify, also attach
justification)

Total (A+B)
C. Overhead charges(**)
(add 10% of total cost)

GRAND TOTAL(A+B+C)
* Justification for all the items under various heads has to be given for (Recurring A & B Permanent equipment)

** Subject to change.
 19. Self-assessment -
Performance Indicator and CO-PI-PO

COURSE OUTCOME PERFORMANCE PROGRAM OUTCOME

INDICATOR