2. Difference
between value
investing and
growth
investing
Value investment
Seeks undervalued stocks.
Focuses on intrinsic worth.
Targets established
companies with solid
fundamentals.
Looks for bargains in the
market.
Growth investment
Aims for companies with
strong growth potential.
Prioritizes future prospects
over current valuation.
May involve investing in
companies with higher
current stock prices.
Seeks companies poised for
significant expansion
3. Rakesh
jhunjhuwala
:The value
investor
RakeshJhunjhuwala , a renowned Indian investor, is celebrated
for his prowess in value investing. Known as the “Big Bull” of the
stock market, Jhunjhunwala’s success lies in:
Idetifying Value: He excels in spotting undervalued stocks,
focusing on companies with strong fundamentals and growth
potential.
Patience and Long-TermVision: adopts a patient, long-term
investment approach, allowing his chosen stocks to unfold and
realize their intrinsic value.
Risk Management: Balancing risk and reward, he navigates
market fluctuations with a keen understanding of risk
management principles.
4. Harshad
Mehta scam
Timeframe: Early 1990s.
Modus Operandi: Harshad Mehta, a stockbroker, exploited loopholes
in the banking system, manipulating the Bombay Stock Exchange.
Bank Receipts: Used fake Bank Receipts to secure massive loans,
channelling funds into the stock market.
Stock Price Rigging: Rigged stock prices of various companies,
creating a false bull run.
Exposed Irregularities: Journalist Sucheta Dalal exposed the scam in
1992.
Fallout: Led to a stock market crash, financial institutions facing
losses, and legal proceedings against Mehta.
Conviction and Sentencing: Mehta faced legal consequences,
including a ban from the securities market, fines, and imprisonment.
Legacy:The Harshad Mehta scam exposed vulnerabilities in India’s
financial system, prompting regulatory reforms.
5. Difference
between BSE
and NIFTY 50
BOMBAY STOCK
EXCHANGE
Establishment: Founded in
1875, it is one of Asia’s oldest
stock exchanges.
Location: Based in Mumbai,
India.
Index: BSE Sensex is the key
stock market index, consisting
of 30 well-established
companies.
Types of Companies: Includes
both large and small
companies from various
sectors.
Market Presence: Known for
its historical significance and
diverse listing.
NIFTY 50
Establishment: Established in
1992, it is a more recent stock
exchange.
Location: Headquartered in
Mumbai, India.
Index: Nifty 50 is the flagship
index, comprising 50 major
companies representing
various sectors.
Types of Companies: Focuses
on large-cap companies,
representing the broader
market movement.
Market Presence: Gained
prominence in a relatively
short period, known for
modern trading systems.
7. Procedure for
listing a
company
Eligibility Check: Confirm the company meets stock exchange
criteria.
Appoint Advisors: Hire financial, legal, and underwriting advisors.
Due Diligence: Examine financials, operations, and legal
compliance.
Board Approval: Secure board approval for listing.
Regulatory Approval: Submit application to regulatory
authorities.
8. Continuation
Drafting Prospectus: Create a comprehensive prospectus.
Underwriting Agreement: Establish agreement with
underwriters.
Roadshow: Conduct promotional roadshow for the IPO.
Price Setting: Determine share prices based on market
conditions.
Allotment of Shares: Allocate shares to participating investors.
9. BIG 4
Overview: Deloitte is a global professional services firm providing
audit, tax, consulting, and advisory services.
Founding: Founded in 1845 byWilliamWelch Deloitte, the firm has
grown to be one of the largest professional services networks
globally.
Global Presence: Deloitte operates in more than 150 countries,
with a vast network of professionals serving clients across various
industry
Service Lines:
Audit and Assurance:Offers auditing services to ensure financial
transparency.
Consulting: Provides strategic and operational consulting
services.
Tax:Assists clients with tax planning, compliance, and advisory
services.
Advisory:Offers risk management and financial advisory services.
DELOITTE
10. DELOITTE
Innovation: Deloitte is known for embracing technological
advancements, including AI and analytics, to deliver innovative
solutions.
Corporate Social Responsibility:Actively engages in social
responsibility initiatives, focusing on education, sustainability, and
community impact.
Industry Focus:Tailors services to industries such as healthcare,
technology, financial services, and more.
Deloitte’s commitment to quality service, global reach, and .
adaptability to industry trends positions it as a leader in the
professional services sector.
11. BIG 4
Overview: Ernst &Young (EY) is a global professional services
organization, providing assurance, tax, consulting, and advisory
services.
Founding: Established in 1989 through the merger of Ernst &
Whinney andArthurYoung & Co., EY has since become one of the
“Big Four” accounting firms.
Global Presence:Operating in over 150 countries, EY has a vast
network of professionals serving clients across diverse industries.
Industry Focus:Tailors services to various industries, including
technology, healthcare, financial services, and more.
EY
Ernst &Young
12. Ernst &Young
Service Lines:
Assurance: Delivers audit and financial reporting services for
transparency and compliance.
Tax: Provides tax consulting, compliance, and advisory services.
Consulting: Offers strategic and operational consulting services.
Advisory: Focuses on risk management, transactions, and other
advisory services.
Innovation: EY is at the forefront of technological innovation,
leveraging digital solutions and analytics to enhance client
outcomes.
Corporate Social Responsibility:Actively engages in CSR
initiatives, emphasizing sustainability, diversity, and community
development.
13. BIG 4
Overview: KPMG is a multinational professional services firm,
offering audit, tax, and advisory services to clients globally.
Founding: Established in 1987 through a merger of Peat Marwick
International and Klynveld MainGoerdeler, KPMG has grown to be
one of the “Big Four” accounting organizations.
Global Presence: Operating in over 150 countries, KPMG has a
widespread network of professionals catering to a diverse range of
industries.
Service Lines:
Audit and Assurance: Provides auditing services for financial
transparency.
Tax:Offers tax advisory, compliance, and planning services.
Advisory: Focuses on risk management, strategy, and other
advisory services.
KPMG
14. BIG 4
Name: PricewaterhouseCoopers (PwC)
Type: Multinational professional services network.
Services:Audit, Consulting,Tax, Legal, Deals.
Global Presence:Operations in numerous countries.
Headquarters: London,UK.
Structure: Network of independent member firms.
Innovation: Focus on technology and digital solutions.
Corporate Responsibility:Active in social and environmental
initiatives.
Clients: Diverse range from small businesses to multinational
corporations.
PWC
PricewaterhouseCoopers
