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By,Kaushal MandaliaCertified Personal Financial Planner (CPFA)Associate Financial Planner – Investment PlanningPursuing Ph...
(C) Insight HR and Training Consultants, 2011When Everyone is GreedyYou Should be FearfulAndWhen Everyone is fearfulYou Sh...
LEARNINGOUTCOMESAt the end of the course , you will be able to..Recommend investment alternative to the investor, based o...
Security Analysis and Portfolio ManagementSecurityAnalysisWhy?To choose thebetter one toINVEST?(C) Insight HR and Training...
WHY TO INVEST?(C) Insight HR and Training Consultants, 2011
FINANCIALFAILUREExampleMichel Gerard TysonFormer American Heavy Weight Boxing ChampionYoungest man to have won boxing wo...
FINANCIALINDEPENDENCEExampleKapil Dev5% Stake in Zicom ElectronicsInvestment in Kapil Eleven’s Restaurant andKaptain’s R...
WHERE TO INVEST?(C) Insight HR and Training Consultants, 2011
Investment Choices(C) Insight HR and Training Consultants, 2011
HOW TO CHOOSE?(C) Insight HR and Training Consultants, 2011
How to Make Choice?(C) Insight HR and Training Consultants, 2011FactorsAmountSafety of CapitalReturnsLiquidity
WHY TO CONSIDER EQUITY MARKET?(C) Insight HR and Training Consultants, 2011
POWEROFEQUITYInvestment in Stock Market(C) Insight HR and Training Consultants, 2011Mr. Sharma has invested Rs.10,000 in s...
POWEROFEQUITYOverview of Return of Investment(C) Insight HR and Training Consultants, 2011
POWEROFEQUITYOverview of Return of Investment(C) Insight HR and Training Consultants, 2011
POWEROFEQUITYPPF Returns(C) Insight HR and Training Consultants, 2011
POWEROFEQUITYReturns from Gold(C) Insight HR and Training Consultants, 2011
POWEROFEQUITYSummary(C) Insight HR and Training Consultants, 2011
POWEROFEQUITYInvestment in Stock Market(C) Insight HR and Training Consultants, 2011How much you can make in 30 years by J...
POWEROFEQUITYIf you have subscribed in 100 shares of ______ company witha face value of Rs 100 in 1980(C) Insight HR and T...
POWEROFEQUITYLets see the earnings….(C) Insight HR and Training Consultants, 2011You have 1.15 Crore SharesDividend Amount...
WHATOTHERSDON’TKNOWWhat you learn in SAPM?Managing Our Money EffectivelyManaging Other People’s Money EffectivelyLearni...
(C) Insight HR and Training Consultants, 2011I work for MoneyIf you want loyalty hire a Dog
THANK YOU(C) Insight HR and Training Consultants, 2011www.learningmadesimple.webs.comFollow on..Send email…
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Module 1 - Security Analysis and Portfolio Management

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Transcript of "Module 1 - Security Analysis and Portfolio Management"

  1. 1. By,Kaushal MandaliaCertified Personal Financial Planner (CPFA)Associate Financial Planner – Investment PlanningPursuing PhD (Sales Ethics in Life Insurance)kaushal@insighthr.co.in, +919825300447www.kaushalmandalia.wix.com/kaushalFOUNDATION PROGRAM IN STOCK MARKETSecurity Analysis andPortfolio Management
  2. 2. (C) Insight HR and Training Consultants, 2011When Everyone is GreedyYou Should be FearfulAndWhen Everyone is fearfulYou Should be greedy
  3. 3. LEARNINGOUTCOMESAt the end of the course , you will be able to..Recommend investment alternative to the investor, based on Risk-ReturnAnalysis, Investor Behavior and their Life Stage Analysis.Understand and define Terms associated with Capital Market.Estimate the intrinsic value of stocks and bond based on dividenddiscounting model, time value of money, combination of Ratios like PriceEquity Ratios and Price to Book Value Ratios.Be familiar with regulatory framework and compliance norms for FinancialService Providers.Analyze portfolio based on Fundamental Analysis, Technical Analysis, RiskAnalysis and Return Expectation.(C) Insight HR and Training Consultants, 2011
  4. 4. Security Analysis and Portfolio ManagementSecurityAnalysisWhy?To choose thebetter one toINVEST?(C) Insight HR and Training Consultants, 20111. Why to Invest?2. What are the Choicesfor Investment? Typeof Securities?3. Where to Invest?4. How to Invest?5. Should we invest onlyin One Security orMultiple Securities?
  5. 5. WHY TO INVEST?(C) Insight HR and Training Consultants, 2011
  6. 6. FINANCIALFAILUREExampleMichel Gerard TysonFormer American Heavy Weight Boxing ChampionYoungest man to have won boxing world titleMade $30 million during his career..Declared Bankrupt in 2003ReasonIndiscriminate SpendingEarn – Spend – Save Philosophy(C) Insight HR and Training Consultants, 2011
  7. 7. FINANCIALINDEPENDENCEExampleKapil Dev5% Stake in Zicom ElectronicsInvestment in Kapil Eleven’s Restaurant andKaptain’s Retreat HotelEstablished a company DEV Musco LightingLtdReasonEarn – Save – Invest - Spend Philosophy(C) Insight HR and Training Consultants, 2011
  8. 8. WHERE TO INVEST?(C) Insight HR and Training Consultants, 2011
  9. 9. Investment Choices(C) Insight HR and Training Consultants, 2011
  10. 10. HOW TO CHOOSE?(C) Insight HR and Training Consultants, 2011
  11. 11. How to Make Choice?(C) Insight HR and Training Consultants, 2011FactorsAmountSafety of CapitalReturnsLiquidity
  12. 12. WHY TO CONSIDER EQUITY MARKET?(C) Insight HR and Training Consultants, 2011
  13. 13. POWEROFEQUITYInvestment in Stock Market(C) Insight HR and Training Consultants, 2011Mr. Sharma has invested Rs.10,000 in stock marketby purchasing shares of Infosys on 1st Jan 1995.Shares of Infosys were trading at Rs.450 at the timeof purchase. If Mr. Sharma has sold all his shares on30 June, 2010 at price of Rs.2,719, can you guess,what is the return which the share has generated forMr. Sharma!!!!!Let’s have a look.
  14. 14. POWEROFEQUITYOverview of Return of Investment(C) Insight HR and Training Consultants, 2011
  15. 15. POWEROFEQUITYOverview of Return of Investment(C) Insight HR and Training Consultants, 2011
  16. 16. POWEROFEQUITYPPF Returns(C) Insight HR and Training Consultants, 2011
  17. 17. POWEROFEQUITYReturns from Gold(C) Insight HR and Training Consultants, 2011
  18. 18. POWEROFEQUITYSummary(C) Insight HR and Training Consultants, 2011
  19. 19. POWEROFEQUITYInvestment in Stock Market(C) Insight HR and Training Consultants, 2011How much you can make in 30 years by JustInvesting Rs 10,000 initially in any of theinstrument?Lets look at the real example
  20. 20. POWEROFEQUITYIf you have subscribed in 100 shares of ______ company witha face value of Rs 100 in 1980(C) Insight HR and Training Consultants, 2011In 1981 company declared 1:1 bonus = You have 200 SharesIn 1985 company declared 1:1 bonus = You have 400 SharesIn 1986 company split shares in Rs 10 = You have 4000 SharesIn 1987 company declared 1:1 bonus = You have 8000 SharesIn 1989 company declared 1:1 bonus = You have 16,000 SharesIn 1992 company declared 1:1 bonus = You have 32,000 SharesIn 1995 company declared 1:1 bonus = You have 64,000 SharesIn 1997 company declared 1:2 bonus = You have 1,92,000 SharesIn 1999 company split shares in Rs 2 = You have 9,60,000 SharesIn 2004 company declared 1:2 bonus = You have 28,80,000 SharesIn 2005 company declared 1:1 bonus = You have 57,60,000 SharesIn 2010 company declared 2:3 bonus = You have 1,15,20,000 Shares
  21. 21. POWEROFEQUITYLets see the earnings….(C) Insight HR and Training Consultants, 2011You have 1.15 Crore SharesDividend Amount earned in last Five Years..Rs 21.8 CrorePlus Market Value of SharesMarket Price : Rs 439Total Value : Rs 527 CroreCompany is WIPRO
  22. 22. WHATOTHERSDON’TKNOWWhat you learn in SAPM?Managing Our Money EffectivelyManaging Other People’s Money EffectivelyLearning the art of Wealth ManagementHelping you to be Expert in Wealth Management.(C) Insight HR and Training Consultants, 2011
  23. 23. (C) Insight HR and Training Consultants, 2011I work for MoneyIf you want loyalty hire a Dog
  24. 24. THANK YOU(C) Insight HR and Training Consultants, 2011www.learningmadesimple.webs.comFollow on..Send email…
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