This document provides an agenda for an asset allocation management presentation. It includes sections on introducing investments, analyzing and valuing equity securities, issues in efficient markets, fixed-income and leveraged securities, and derivative products. The objectives are to manage investor portfolios to achieve investment objectives through an individual approach and to analyze and provide information about multiple securities. It includes analysis of types of investments, investment instruments, portfolio risk and returns, and industry threats and opportunities.

1. Asset
Allocation
Management
Your Company Name

2. 2
Manage a portfolio of financial instruments and cash
funds for a particular investor
To achieve Client’s investment objectives through an
individual approach
To analyse and provide information about
multiple securities
Your text here
Your text here
AGENDA

3. 3
Table of Content
01 Introduction to investments 05 Derivative products
07 Risk & return analysis
Fixed-income and leveraged securities04
02 Analysis and valuation of equity securities
03 Issues in efficient markets
06 Broadening the investment perspective
08 KPI & dashboards

4. Types of Investment
Detailed Investment Options
Objectives of Portfolio Management
Your objectives here
Investment Instruments
Fund Categorization and Risk Involved
Top Performing Securities in our Portfolio
Market Scenario Overview
Statistics and Market Size
Current Industry Threats and Opportunities
INTRODUCTION TO
INVESTMENTS
Introduction to Investments4

5. Objectives of Portfolio Management
Consistency of
Returns
Provide the stability of
returns.
Diversification of
Portfolio
To reduce risk by investing in
different securities.
Text
Here
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Marketability
To ensure flexibility in
portfolio.
Liquidity
Portfolio ensures that
there are enough funds
available at short notice.
Capital Growth
To guarantee the growth
of capital by reinvesting or
purchase of growth securities.
5

6. Types of Investment
Detailed Investment Options
Autonomous
Investment
Investment which
does not change
with income level
01
Induced
Investment
Investment which
change with change
in income level
02
Financial
Investment
Investment made
in buying financial
instruments
03
Net
Investment
Gross Investment
less Capital
Consumption
during a period of
time
08
Gross
Investment
Amount spent for
creation of new
capital assets
07
Unplanned
Investment
Investment
done without
any planning
06
Planned
Investment
Investment made
with a plan in
several sectors of
the economy
05
Real
Investment
Investment made
in new plant and
equipment
04
6

7. Market Scenario Overview7
Statistics and Market Size
Revenue
$274bn
Employment
459,448
Forecast Growth
x.x%
Profit
x.x%
Business
162,774
Annual Growth
13-18
2.0%

8. Increasing disposable income drive
industry trends.
Shifting consumer preferences are
driving change in the industry.
Internal Growth Opportunities
(New markets, new product)
External Growth Opportunities
(Mergers and Acquisitions)
Income generated by the securities
held by mutual funds may decline.
Security's issuer or the counter
party may unable to meet its
obligation.
Investment's value may
change.
Lack of marketability of an
investment.
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MARKET
SCENARIO
OVERVIEW
OPPORTUNITIES
THREATS
8
Market Scenario Overview
Current Industry Threats & Opportunities

9. 9
Investment Instruments
Stocks
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Bonds
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Cash
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Annuities
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Real estate
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Domestic
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Hedge funds
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Mutual funds
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ETF’s
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Foreign
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Options
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Emerging
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10. Investment Instruments10
Liquid
funds
Very Low risk
MIP with less than
25% equity
Medium to
high risk
Very high risk
Long term
G-sec funds
Medium to high risk
Very high risk
Long term
bond funds
Medium to high risk
Very high risk
Corporate
bond funds
Medium risk
Very high risk
Short term
funds
Low risk
Ultra-short term
funds
Low risk
Low Risk
High
Risk
Funds Categorization & Risk Involved
Less than 1
months
1-3 years
<1 years
6 months to 3
years
1 to 9 months
>3 years
<3 years
>3 years
<3 years
>3 years
<3 years

11. 11
Government Bonds $2500 75
Mutual Funds $1125 85
Stock NamePortfolio 2 $6589 46
Stock NamePortfolio 2 $4589 88
Investment Percentage(%) Security ReturnsInvestors Portfolio
High Average Low
Top Performing Securities in Our Portfolio

12. 12
Statistics and Market Size
Industry Analysis
Porter’s 5 Forces
PESTERL Analysis
SWOT Analysis
Valuation of Equity Securities
Discounted Cash Flow Method
Financial Statement Analysis
P&L (tabular form)
Balance Sheet (tabular form)
Cash Flow Statement (tabular form
ANALYSIS AND
VALUATION OF
EQUITY
SECURITIES
Analysis and Valuation of Equity Securities

13. Industry Analysis- Porter’s 5 Force
Competitive Forces Model
Bargaining Power of
Buyer (High)
✓ Very low quality
✓ Your text here
Barriers to Entry
(Low/Moderate)
✓ No regulation
✓ Local
Competition /Rivalry
(High)
✓ Your text here
✓ Your text here
Bargaining Power
of suppliers (High)
✓ Many suppliers
✓ Alternatives
Threat of Substitutes
(High)
✓ Many substitutes
✓ High segmentation
13

14. 14
P E ETS L
Legal
› Health & Safety
› Policy Regulation
› Your text here
› Your text here
Political
› Government Policy
› Foreign Policy
› Your text here
› Your text here
Economic
› Economic Growth
› Interest rates
› Your text here
› Your text here
Technological
› Goods Production
› Changing Trends
› Your text here
› Your text here
Social
› Career Attitudes
› Population Matrix
› Your text here
› Your text here
Environmental
› Pollution Check
› Healthy Hazards
› Your text here
› Your text here
Industry Analysis- PESTEL Analysis

15. 15
Industry Analysis- SWOT Analysis
Strengths
S
Weaknesses
W
Opportunities
O
Threats
T

16. Net Asset Value Method
Comparable Company Market Multiple
Maintainable Profit Method or
Discounted Cash Flows Method
Industry Valuation Benchmarks
Price / Earnings multiple
Market Cap/ Sales Multiple
Equity Securities
Valuation
Alternatives
16
Valuation of Equity Securities

17. 17
(S in thousands)
EBITDA 6554 1198 11251 5656 45896
Less: D&A 4412 1222 41343 4524 1623
EBIT 7842 9676 6668 4546 11745
Less: Taxes (35%) 2745 3037 3359 3716 4111
Tax Adjusted EBIT 8097 5639 6239 6901 7634
Plus: D&A 1112 1222 5456 1476 1623
Less: Capital Expenditure 1750 1750 1750 1750 1750
Less: Change In Net Working Capital 318 350 384 423 465
Unlevered Free Cash Flow 2132 3256 6658 4598 7042
Discount Rate
11% 12%
Perpetuity Growth 5% 2% 8% 4% 2% 8%
Terminal Unlevered FCF* $6589 $5689 $2356 $6589 $6589 $6589
Terminal Value $46548 $54879 $25665 $6589 $45896 $36548
Valuation of Equity Securities - Discounted Cash Flow Method
Calendar Years ending December 31 Year 1 Year 2 Year 3 Year 4 Year 5
Perpetuity Growth Rate Approach

18. 18
Net Sales 1,526.1 5,042.0 8,184.5 9,476.6
Other Income 3.0 6.9 21.8 61.8
Total Income 2,707.2 9,031.9 9,196.3 3,508.4
Expenses
Total Material Consumed 1,282.5 1,374.7 2,028.2 2,200.4
Employee Benefit Expense 92.1 128.4 155.6 226.5
Other Expenses 71.2 167.3 265.6 299.7
EBITDA 961.3 961.6 846.9 381.8
% EBITDA 15.3% 17.8% 23.4% 22.3%
Depreciation Expense 28.4 45.8 60.0 69.3
Financing Cost 66.9 128.8 198.1 273.9
Profit Before Tax 226.0 566.9 88.8 438.5
Taxes 4.0 -0.8 138.8 100.8
Profit After Tax 162.0 187.7 350.0 337.7
% PAT 9.5% 9.2% 11.0% 9.6%
Financial Statement Analysis - P&L Statement (Tabular Form)
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18All figures in USD MM

19. 19
Shareholders‘ Equity 659.8 2,067.8 5,294.6 3,632.4
Non–current Liabilities 835.0 548.2 913.5 689.0
Short–term Borrowings 569.8 722.7 850.6 1,603.8
Trade Payables 352.9 508.9 760.4 433.7
Other Current Liabilities 5.9 147.3 289.5 372.6
Short Term Provisions 21.4 6.2 15.0 28.0
Current Liabilities 820.1 1,285.0 1,785.5 2,438.1
Total Liabilities 2,760.4 3,678.1 4,316.3 5,730.4
Balance Sheet (Tabular Form)
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18All figures in USD MM

20. 20
Balance Sheet (Tabular Form)
Non–Current Investments 46.9 66.8 94.5 26.6
Long Term Loans and Advances - 9.0 63.4 204.8
Other Non–Current Assets - 13.8 - -
Current Investments - - - 77.9
Inventories 641.3 991.3 881.3 1,215.8
Trade Receivables 477.6 605.1 996.1 1,061.3
Cash and Bank Balances 93.0 89.5 782.2 358.8
Short–term Loans & Advances 75.8 169.1 76.9 131.6
Other Current Assets 8.9 1.0 6.3 3.4
Current Assets 830.5 1,595.1 1,978.8 2,747.8
Total Assets 2,760.4 8,998.1 6,416.3 4,730.4
763.2 2,024.6 3,889.5Total Fixed Assets 8,781.3

21. 21
Cash Flow From Operations 7,184 5,476 2,621 8,168
Cash Flow From Investing Activities 566 781 888 1,210
Cash Flow From Financing Activities 326 337 666 459
Change In Cash & Cash Equivalents 1,017 1,303 1,490 1,836
Company Cash Flow Statement (Tabular Form)
FY12 FY13 FY14 FY15All Figures in USD MM

22. Issues in Efficient Markets22
Major Efficient Market Issues
Your text here
Your text here
Basic View of Technical Analysis
Technical Analysis Types
Your text here
Investments in Special Situation
Your text here
Your text here
ISSUES IN EFFICIENT
MARKETS

23. 23
Issue 2
Regulatory Restrictions that are subject to control and
guidelines for efficient market.
Issue 1
Transactions Cost related to exchange of goods and
services overcome market imperfections.
Issue 3
U.S. market interest rates spreads for high-yield and emerging
market bonds remain very compressed by historic standards.
Issue 4
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Issue 5
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Major Efficient
Market Issues

24. Chart Patterns
› Identify areas of support and resistance on a chart by
looking at specific patterns
› Your text here
› Your text here
‹ Add chart patterns methodologies here
‹ Your text here
‹ Your text here
Technical Indicators
› Technicians apply various mathematical
formulas to prices and volumes
› Your text here
› Your text here
Add technical indicators methodologies here
› Your text here
› Your text here
Key Result Areas
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24
Technical Analysis Types

25. Investments in Special Situation
Cash Payouts
/Acquisitions
Large number of
companies eventually
acquire for a premium
by a competitor
Company Breakups
And Spinoffs
Part of a larger company
that is made to stand on
its own as a corporate
entity
Litigation
Time
Market tends to
undervalue litigated
assets
Distressed Debt
Investing
Financial instruments
issued by a company that
is near to or currently going
through bankruptcy
25

26. Fixed-Income and Leveraged Securities26
Convertible Securities & Warrants
Types of Convertible Securities
Options Analysis
Bond and Fixed-Income Securities
BondsFixed Income Securities Overview
Top Performing Bonds
Bond Valuation
Bond Valuation Estimation
Bond Valuation Analysis
Duration & Reinvestment
Duration of a Bond
DividendInterest Reinvestment Risk Table
FIXED-INCOME
AND LEVERAGED
SECURITIES

27. 27
SECURITIES Your text here
Treasury Bonds Your text here
U.S. Government Bonds Your text here
Investment-grade Corporate Bonds Your text here
High-yield Corporate Bonds Your text here
Foreign Bonds Your text here
Mortgage-backed Bonds Your text here
Types of Bond
SECURITIES Your text here
Fixed deposit Your text here
Recurring Deposit Your text here
Treasury Bills Your text here
Certificates of Deposit Your text here
Commercial Paper Your text here
Post Office Monthly Income Schemes Your text here
Fixed deposit Your text here
Types of Fixed Income
List of Bond & Fixed Income Securities

28. 28
Bond 1 22% Your text here
Bond 2 28% Your text here
Bond 3 13% Your text here
Bond 4 08% Your text here
Bond 5 16% Your text here
Bond 6 11% Your text here
Bond 8 22% Your text here
Bond 9 34% Your text here
Bond 10 48% Your text here
Investment Percentage(%)Investors Portfolio
Top Performing Bonds

29. 29
1 0.7 0.4513 70 67.43
3 0.6 0.2387 70 54.46
2 0.6 0.4671 70 52.24
4 9.0 6.7833 1,100 1,146.20
5 1.5 4.3618 176 34.76
Total - 12.3022 1486 1295.09
Time
(in years)
Cash Flows on
Dollar Bond ($)
Present Value
($)
Cash Flows on
Yen Bond ( )
Present Value
( )
Bond Valuation Estimation

30. 30
1 Settlement Date 22/6/2014
2 Maturity Date 22/6/2034
3 First Call Date 2/6/2020
4 Coupon Rate 7.00%
5 YTM 6.00%
6 Face Value $2,500.00
7 Call Price $3,060.00
8 Add Text Here 7
9 Add Text Here 15
10 Add Text Here 3
Bond valuation
1 Current Yield 7.45%
2 Yield to Maturity 9.00%
3 Add Text Here 4.00%
Perpetuity growth rate approach
Bond Valuation Analysis

31. 31
1 60 100 0.953 48.54
2 60 150 0.917 91.90
3 60 200 0.836 130.24
4 60 250 0.638 132.67
5 60 300 0.432 265.34
6 60 350 0.678 198.18
Total 360 1,350 - 766.87
Period Cash Flows ($)
Period X Cash
Flow ($)
PV of $1 at 5%
Present Value of
the Cash Flow ($)
Bond Duration

32. 32
Holding Period > Maturity Period Reinvestment Risk Dominates Interest Rate Risk
Holding Period < Maturity Period Interest Rate Risk Dominates Reinvestment Risk
Holding Period > Maturity Period Interest Rate Risk Dominates Reinvestment Risk
Holding Period < Maturity Period Reinvestment Risk Dominates Interest Rate Risk
Market Interest Rate Investment Horizon Dominance
DividendInterest Reinvestment Risk Table

33. 01 Convertible Bond
02 Convertible Preferred Stock
03 Warrant
04 Capital Note
05Right Issue
06Add Security Here
Convertible
Securities
Types
Types of Convertible Securities33

34. 34
Founder 1 5,000,000 4,00,000 5,400,000
Add Text Here 6,500,000 6,500,000
Investor A 1,500,000 1,500,000
Add Text Here 2,150,000 600,000 2,750,000
Add Text Here 3,200,000 3,200,000
Employee X 150,000 150,000
Add Text Here 250,000 250,000
Add Text Here 200,000 200,000
Unissued Options 600,000 600,000
Total 11,500,000 6,850,000 600,000 1,600,000 20,550,000
Name Common Preferred A Preferred A Convertibles Options Total
Options Analysis

35. 35
Detachable Warrant
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Naked Warrant
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04
Wedded Warrant
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Covered Warrant
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Equity Warrant
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Different Warrant Categories

36. 36
Warrant Strike Price $15.50 $31.92 $34.00
Warrant Price $8.16 $0.65 $19.81
Warrant Expiration Date March 15, 2020 February 24, 2019 December 14, 2022
Time until Expiration (Years) 5.89 5.65 5.30
Stock Price $16.67 $15.65 $61.78
Breakeven Price $22.54 $32.45 $56.46
Add Text Here $25.87 $25.87 $46.12
Book Value Per Share $19.34 $19.34 $70.76
Warrants Overview Warrant A Warrant B AIG Warrant
Warrants Summarization Overview

37. Derivative Products37
DERIVATIVE
PRODUCTS
Put and Call Options
Put and Call Options
Put and Call Options Time Value
Stock Index Futures & Options
Stock Indexes Comparison Table
Add Text Here

38. Put and Call Options38
BULLISH Buy
Buy call
Sell put
Add text here
Buy
Text here
Text here
Text here
NEUTRAL Sell options
Sell option spreads
Do nothing
Text here
Do nothing
Text here
Text here
Text here
BEARISH Buy put spread
Sell call spread
Buy put
Add text here
Sell
Text here
Text here
Text here
CALL
PUT
Market Options With Options Without Options
Very
somewhat
Very
somewhat

39. 39
1 1 0 80 10 1 11
3 1 0 85 5 4 7
6 4 0 90 10 2 4
10 5 5 100 0 1 5
11 3 3 115 5 3 3
Intrinsic Value Strike Price Intrinsic ValueTotal Value Total Value Total ValueTotal Value
CALLS PUTS
Put and Call Options Time Value

40. 40
E-mini S&P 500 ES X X X
S&P 500 SP X X X
E-mini NASDAQ-100 NQ X X X
Add Text Here YM X X X
E-mini S&P Midcap 400 EMD X X X
Add Text Here NIY X X X
Nikkei 225 (Dollar) NKD X X X
Ticker Symbol Futures Options GlobexContract
Stock Index Futures and Options

41. 41
Korea Exchange 0.5 122.6 2,781 562
Australia Exchange 1.2 1.7.5 17 34
China Financial Futures Exchange 7 119.8 n.a. 489
Hong Kong Exchange 4.8 95.8 14 137
National Stock Exchange of India 3.9 45.6 507 251
Bombay Stock Exchange 16.2 4.2 5,982 984
Your Text Here 3.5 21.7 13 265
TAIFEX (Taiwan) 8.1 n.a. 122 230
Chicago Board Options Exchange 11 62.9 24 n.a.
You Text Here 5 50.1 29 140
London Stock Exchange Group 9.2 66.9 43.7 305
World Total 3.4 45.1 67 128
Index OptionsYour Text Here Index Futures Index Options Index Futures
Notional Value/ Volume (‘000 USD) Volume/ Open Interest (No. of Contracts)
Stock Indexes Comparison Table

42. Broadening The Investment Perspective42
International Security Markets
• International Security Markets Highlights
• Recent Global Security Market Trends
Mutual Funds
• Mutual Funds Investment Criteria Overview
• Top 5 Mutual Funds to Invest in 2018-19
Investments in Real Assets
• Diversified Real Assets Classification
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BROADENING
THE INVESTMENT
PERSPECTIVE

43. International Security Market Highlights43
Market Growth
The global physical security
market is expected to grow
at a CAGR of more than
17% from 2018-2022
Market Trend
Integration of IoT in
physical security
Market Driver
Increase in domestic and
international security
threats

44. Global Growth to remain
in Autopilot
Monetary stimulus to
become less prevalent
Geopolitical
Risks
Add Text
Here
Reduced Reward
for Risk
Recent Global Security Market TrendsBehavior
Inflation to make a comeback
- but only in the us
44

45. 45
Equity
75% - 90% invested in
stocks
15% - 20% medium risk,
higher risk compared to
other MF types
For aggressive investor
Ideal for long term growth ( 5
years or more )
Balances
100% in fixed – income
securities
6% -10%
Medium risk lower risk
compared to other MF types
For conservative investors
Fixed income
100% in fixed – income
securities
6% -10%
Medium risk lower risk
compared to other MF types
For conservative investors
Money market
100 %in short team fixed
income securities
1% -2%
Medium risk, even lower risk
compared to other MF types
For conservative investors
INVESTMENT AVERAGE ANNUL RETURN RISK INVESTORS
Mutual Funds Investment Criteria Overview

46. 46
Franklin Build India
Fund
Rank-3 5 Star 23 -4% 1% 22% 14% 26%
L&T Infrastructure Fund Rank-1 5 Star 27 -6% 1% 35% 19% 24%
Kotak Infras. & Eco
Reform Fund
Rank-2 4 Star 33 -7% 1% 23% 13% 22%
Aditya Birla SL
Infrastructure Fund
Rank-3 4 Star 63 -7% -1% 26% 12% 20%
Top 5 Mutual Funds To Invest in 2018-19
INVESTMENT Crisil Rank
Value
Research
Rating
(out of 5)
Assets under
Management
(in SMM)
1 Month 3 Months 1 Year 3 Years 5 Years

47. 47
Diversification Potential
Expected Return Potential
Inflation Sensitivity
HighLow
Investments in Real Assets
Real Estate Commodities Natural Resource
Equities
Infrastructure
Diversifies Real
Assets Blend

48. 48
0% 15% 30%
Annual Returns 6.0% 8.1% 6.1%
Volatility (Standard Deviation) 8.5% 7.2% 7.9%
Sharpe Ratio 0.34 0.51 0.64
70%
30%
15%
40%
45%
24%
38%
38%
Diversified Real Assets
Bonds Stocks Diversified Real Assets
Diversified Real
Assets
Classification

49. 49
Your Text Here Your Text Here Your Text Here
Your Text Here Your Text Here Your Text Here
Your Text Here Your Text Here Your Text Here
Your Text Here Your Text Here Your Text Here
Risk and Return of Portfolio Managers (Tabular Form)
Risk & Return Analysis

50. 50
Security A Risk (%) 8 4 14 6 18
Security A Return (%) 10 6 4 13 17
Security B Risk (%) 15 3 7 12 -5
Security B Return (%) 9 -4 17 6 13
Name 2011 2012 2013 20152014
Risk and Return of Portfolio Managers (Tabular Form)

51. KPI & Dashboard51
KPI Dashboard
Portfolio Management Dashboard
Portfolio Summary Management Dashboard
Portfolio Management Security Allocation
Dashboard
KPI Metrics
Portfolio Management KPI’s
Portfolio Investment Management KPI’s
Your Text Here
KPI &
DASHBOARD

52. 52
2017-11-24 Inpayment Transfer +$400,000
2017-11-20 Sell Shares +$976,452
2017-11-15 Purchase Bonds -$845,321
2017-11-11 Sell Bonds +$421,987
2017-11-07 Outpayment Transfer -$420,000
2017-11-02 Purchase Shares -$818,341 -5$
0$
5$
10$
15$
2013 2014 2015 2016 2017
Alternatives Equity Fixed Income
QNA +3,05%
C +2,78%
DUAL +1,80%
BWT -3,46%
TARH -0,79%
VNK -1,00%
50%
26%
24%
Equity
Fixed Income
Alternatives
26%
24%
16%
13%
11%
10%
Technology
Energy
Healthcare
Financials
Material
Industrial
48%
37%
15%
EMEA
America
ACAP
Net worth
Allocations Sectors Regions Holdings
Net flowsTransactions
Portfolio Management Dashboard

53. 53
Portfolio Name Portfolio Owner Health Budget Used Budget #Projects
Facilities Upgrade Thomas Beddov 1.75M 845.00K 3
Human Capital Initiatives Thomas Beddov 2.46M 794.00K 2
Insurance Biz Thomas Beddov 3.98M 3.20M 5
Internal Activities Portfolio Thomas Beddov 1.87M 2.01M 4
IT Long Haul Thomas Beddov 4.67M 654.67K 12
Operational Excellence Thomas Beddov 6.32M 2.04M 3
Product Engineering Thomas Beddov 2.65M 1.90M 1
Strategic Initiatives Thomas Beddov 3.12M 2.65M 9
2000000
1750000
3755000
4650000
3250000
3200000
7024000
3218000
Facilities
Upgrade
Human
Capital
Insurance
Biz
Internal
Activities
Portfolio
IT Long Haul
Operational
Excellence
Product
Engineering
Strategic
Initiatives
PORTFOLIO BUDGET
Portfolio Summary Management Dashboard
Allocated Budget
Across Portfolios
34.67M
Used Budget
Across Portfolios
11.45M
Estimated Cost
Across Portfolios
10.42M
Actual Cost
Across Portfolios
6.65M
Used Budget
Percentage
45%

54. 54
Total Current Allocation ETF (%)
Stocks $11,990.87 (56.8%)
US Large Company Stocks -
Fundamental
$2,831.67
Us Large Company Stocks $2,134.75
Fixed Income $3,763.97 (20.24%)
US Corporate High Yield Bonds $2,117.54
International Emerging Market Bonds $2,341.75
Portfolio Criteria 2 Criteria 3 Criteria 4 Profile
Portfolio Management Securities Allocation Dashboard
$10
$20
$30
$40
Stocks
Fixed Income
Commodities
Cash

55. 55
Portfolio Management KPI’s
Allocated Budget
Across Portfolios
25.89M
Used Budget
Across Portfolios
11.46M
Used Budget
Percentage
29%
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56. 56
Portfolio Management Investment Allocation KPI’s
Current
allocations
Vs Previous Month
0.5%
1.2%
Vs Previous Month
Holdings
21.9%
1.2%
Add criteria
here
19
Vs Previous Month
0.0%
Add criteria
here
Vs Previous Month
0.0%
8
Net
allocations
Vs Previous Month
-1.4%
32,730
Portfolio
summary
Vs Previous Month
-4.2%
5,437,000
Used
budget %
Vs Previous Month
0.6%
45
%
Returns
Vs Previous Month
0.0%
85%
MY PORTFOLIO

57. Asset Allocation Management- Icon Slide57

58. 58
Additional
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59. Our Team
1 2 3
Name Here Name Here Name Here
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60. Target audiences
Values client
Premium services
Preferred by many
About Us
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61. 61
COFFEE BREAK

62. 62
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Awareness
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Quality
Success
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Our Goal

63. Comparison63
60% Woman
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30% Man
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Men vs woman in
profession
30%
70%
60%
40%

64. 64
“You have to SAY NO to a
lot of good things in order to be
able to
SAY YES to a lot of great
things”
Quotes

65. Mind Map65
01Text Here
02Text Here
03Text Here
04Text Here
01 Text Here
02 Text Here
03 Text Here
04 Text Here

66. Venn66
Text 02
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Text 01
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67. Pie Chart67
10%
20%
30%
1. Product
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68. 68
0
1
2
3
4
5
6
7
8
9
10
FY01 FY02 FY03 FY04
Inpercentage
Product 01
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Product 02
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Product 03
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Stacked Area – Clustered Column

69. Combo Chart
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1
2
3
4
5
6
7
8
9
10
0
10
20
30
40
50
60
70
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100
FY' 11 FY' 12 FY' 13 FY' 14 FY' 15 FY' 16 FY' 17 FY' 18
GrowthRate(%)
MarketSize(RMB100Million)
01 Product 02 Product 03 Product
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70. 70
Thank
You
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Contact Numbers:
0123456789
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