This document provides biographical and professional details about Rakesh Jhunjhunwala, an Indian investor and trader. It notes that he has a net worth of $1.25 billion as of 2013, and outlines his educational and professional background, sources of wealth, investment philosophy and strategies. It discusses some of his most successful investments and core holdings. Jhunjhunwala is known for his successful long-term investments in Indian companies and for his bullish outlook on India's economic growth.

1. Presented by:
RAJESH KUMAR
MBA(Finance), ACS, AIII

2.  Born on: 5th July 1960
 Profession: Investor and trader
 Qualifications: Chartered Accountant (ICAI)
 Source of Wealth: Investments, self-made
 Country of Citizenship: India
 Education: Bachelor Degree (Sydenham
College), Bombay University
 Own portfolio (as a partner): Rare Enterprises (Asset
Management Firm)

3.  Net Worth: $ 1.25 Billion ( as of March 2013)
 Forbes List: Rank 1075 in World (In 2012)
Rank 46 in India (50 India‟s Richest, 2012)
 Known as: "pin-up boy of the current bull run”(India
Today magazine); and
 Also as a "Pied Piper of Indian bourses” (The
Economic Times).

4.  Rakesh Jhunjhunwala plunged into full-time investing soon
after completing his education.
 He started his career in 1985 when the BSE Sensex was at
150.
 He made his first big profit of Rs 0.5 million in 1986 when
he sold 5,000 shares of Tata Tea at a price of Rs 143 which he
had purchased for Rs 43 a share just 3 months prior.
 Between 1986 and 1989 he earned Rs 20-25 lakhs.
 His first major successful bet was iron mining company Sesa
Goa.
 He bought 4 lakh shares of Sesa Goa in forward
trading, worth Rs 1 crore and sold about 2-2.5 lakh shares at
Rs 60-65 and another 1 lakh at Rs 150-175. The price rose to
Rs 2200 and he sold some shares.

5. Madhu Dandavate's (Union budget of 1990)
Radha Kishan Damani (His guru)
His portfolio of stocks is tracked religiously
(Believe in god).
Discipline (Self)

6.  Aptech Limited (Chairman)
 Hungama Digital Media Entertainment Pvt. Ltd.
(Chairman)
 Prime Focus Limited (BOD)
 Geojit BNP Paribas Financial Services Ltd. (BOD)
 Bilcare Limited (BOD)
 Praj Industries Limited (BOD)
 Provogue India Limited (BOD)

7.  Concord Biotech Limited (BOD)
 Innovasynth Technologies (I) Limited (BOD)
 Mid Day Multimedia Limited (BOD)
 Nagarjuna Construction Company Limited (BOD)
 Viceroy Hotels Limited (BOD); and
 Tops Security Limited (BOD)

8. Core Holdings( as on 11th Jan 2013):
Non - Core Holdings( as on 11th Jan 2013):

9. His portfolio included:
 A2Z Maintenance (23.2% stake)
 Titan Industries (7.5% stake)
 CRISIL (7.85% stake)
 Geometric (19.14% stake)
 Lupin Ltd. (1.87% stake); and
 Karur Vysya Bank.

10. retail and
consumtion
sectors
39%
pharma
20%
finance
21%
oil and
gas
4%
engineering
and
constructio
n
7%
chemicals
2%
IT
3%
Autos
1%
Hotels
1%
Media
1%
services
1%
Share in different
sectors

11.  His stock picking strategy is influenced
by George Soros‟ trading strategies and Marc
Faber's analysis of economic history.
 He endorses the rule, "the trend is your friend.”
 His investment philosophy says "Buy right and
hold tight".
 (Rakesh Jhunjhunwala leads by example. If you look at his portfolio which
is worth Rs. 5119 crores as of 11th January 2013, you will find that just 5
stocks make up 82.62% of the portfolio, comprising Rs. 4,229 crores in
value.)

12. He has said that the markets are temples of
capitalism ; and
He believes that markets are the ultimate
arbiters.
He claims to base his trades, in part, on the
business model of a company, its growth
potential, and its potential for longevity.

13.  He factors in heavily the competitive ability, scalability
and management quality of the enterprise.
 The entrepreneur, according to Jhunjhunwala, makes
an invaluable difference to his expected investment
returns.
 According to Jhunjhunwala, believing in the vision and
the beliefs of the entrepreneur ;and
 Evaluating risks that may not be perceived by the
entrepreneur are key success factors for a trader.

14. 1. Don‟t Look for Profits; Look For Sources Of
Profits.
2. Forget „Large Cap, Small Cap‟ Nonsense –
Look For Scalability of Operations.
3. Give it Time, Be Patient.
4. Invest in a business that you can understand.
5. Don‟t get carried away by short-term
aberrations.
6. Don‟t Look For Multi-baggers.

15. 7. Don‟t worry about the macro stuff like fiscal
deficit, inflation etc which are unknowable. Focus on
what is knowable.
8. Don‟t Try To Time The Market.
9. If it‟s cheap, buy it- Don‟t pass up something cheap
today in the hope that it will get cheaper tomorrow.
10. Don‟t buy stocks that have a fixed return.
11. Ride your winners!!
12. Concentrate, concentrate & concentrate!!

16.  There is so much you want in have in life. Among these
things are time spent with your loved ones, a
comfortable lifestyle where you don‟t have to
struggle, and a retirement where you‟ll be able to enjoy
yourself and spend your time on what you want when
you want.
 By accepting the Efficient Markets Hypothesis as
fundamental to your investment strategy (whether "you"
are an individual, family or retirement plan), you don't
have to spend time chasing the very few mispriced
securities that might occur.

17. Instead, you can focus your efforts on:
 Defining and incorporating an appropriate amount of
risk within your investments.
 Capturing as much of the market returns as possible
given your risk tolerances.
 Minimizing costs that might otherwise detract from your
returns.
 Periodically rebalancing your portfolio according to
these guidelines.
 Spending your leisure time pursuing your life's
interests, rather than trying to predict or react to every
market fluctuation.

18.  “ Life is your; choice is your; but
suggestions are mine.”
We are the followers of Rakesh Jhunjhunwala (Group No.- 4)

19. Question?