Investment Mantra for Long term

1. WEALTH CREATION STRATEGY: 2022
1. Asset Returns Calculator
2. Power of Compounding
3. Power of Bonus, Splits & Dividends
4. How to spot a Multi-Bagger Stock
5. How to create a Diversified portfolio
6. Best Books to read
7. Best Materials to follow
8. Top Investors to follow
9. Key Facts & Learnings

2. Why wealth maximization is must ?
1. Inflation on average is 6%
2. Income tax payable is upto 33%
3. High degree of uncertainity in jobs
4. Rising costs of living in Future

3. “SMOKING IS INJURIOUS TO HEALTH,
TRADING IS INJURIOUS TO WEALTH.”

4. Asset Return Calculations

6. Power Of Compounding
1lacInvested 5yr 10yr 15yr 20yr 25yr 30yr 35yr
20%2.48L 6.19L 15.4L 38.33L 95.39L 2.3CR 5.9CR
30%2.7L 12.7L 50.1L 1.9CR 7.1CR 26.1CR 97.2CR
40%5.3L 29L 1.5CR 8.3CR 45CR 242CR 1301CR
50%7.6L 57.6L 4.3CR 33.2CR 252CR 1917CR 14561CR

7. History of Wipro: Power Of Bonus, Splits & Dividends
YEAR ACTION QUANTITY OF SHARES HELD
1980 Invested 10,000 Rs 100
1981 1:1 Bonus 200
1985 1:1 Bonus 400
1986 1:10 Split 4,000
1987 1:1 Bonus 8,000
1989 1:1 Bonus 16,000
1992 1:1 Bonus 32,000
1995 1:1 Bonus 64,000
1997 2:1 Bonus 1,92,000
1999 1:5 Split 9,60,000
2004 2:1 Bonus 28,80,000
2005 1:1 Bonus 57,60,000
2010 2:3 Bonus 96,00,000
2017 1:1 Bonus 1,92,00,000
2019 1:3 Bonus 2,56,00,000
CURRENT MARKET PRICE ON 11th
FEB 561
TOTAL WEALTH GENERATED 561*2,56,00,000 14361600000
APPROX 1,436 CRORES EXCLUSIVE OF DIVIDEND

8. Fundamental Characteristics of Multi-Bagger
• ROE > 20%
• ROCE > 20%
• ROIC > 20%
•PE ratio < 50
•debt to equity ratio < 1
•Promoter Holding >30%
•Profit growth > 20%
•Debtor days <90
•Piotroski score > 6
•High Management Integrity
•Future growth story
•High Corporate Governance

9. Top 10 Multi-Baggers
1. Diamines & Chemicals
2. Swaraj Engines
3. Cupid
4. Mangalam organics
5. Ebixcash world
6. Avantel
7. Associated alcohols
8. N R Agarwal foods
9. Esab India
10. Andhra paper
11. Eldeco housing

10. Top 10 Cryptos To Hold
1. Bitcoin
2. Ethereum
3. Cardano
4. Polkadot
5. Solana
6. Ziliqa
7. Polygon Matic
8. Uniswap
9. Binance coin
10. Tether

11. Diversified Portfolio: Mutual Funds Performance Past 1 Yr
1. SBI Small Cap Fund
2. PGIM India Midcap Opportunities Fund
3. Mirae Asset Emerging Bluechip Fund
4. Canara Robeco Emerging Equities Fund
5. Edelweiss Greater China Equity Offshore Fund
6. Motilal Oswal Nasdaq 100 Fund
7. Motilal Oswal S&P 500 Fund
8. Edelweiss Recently Listed IPO Fund
9. Kotak International REIT Fund Of Fund
10. ICICI Prudential Commodities Fund
11. Axis Gold Fund
•39.54%
•45.72%
•26.05%
•16.41%
•13.02%
•12.85%
•20.12%
•35.7%
•3.53%
•71.48%
•1.03%

12. Top ELSS & NPS funds for Tax planning
ELSS FUNDS
Quant Tax Plan
BOI AXA Tax Advantage Fund
Mirae Asset Tax Saver Fund
NPS FUNDS
HDFC pension Fund
Kotak Pension Fund

13. Best Books To Read
1. Rich Dad Poor Dad – Robert Kiyosaki
2. The Intelligent Investor – Benjahim Graham
3. Coffee Can Investing – Saurabh Mukherjee
4. A Thoughtful Investor – Basant Maheshwari
5. One Up the Wall Street – Peter Lynch
6. Dhandho Investor – Mohnish Pabrai
7. Common Stocks Uncommon Profits – Philip Fisher

14. Top Materials To Follow
1. Asset Yogi Channel On Youtube
2. ET Wealth Magazine
3. Smart Money Show On CNBC
4. Myfinology Page On Instagram

15. Top Investors To Follow
1. Peter Lynch
2. Charlie Munger
3. Warren Buffet
4. Shankar Sharma
5. Basant Maheshwari
6. Vijay Kedia
7. Radhakishan Damani
8. Ajay Bagga
9. Madhusudhan Kela
10. Rakesh Jhunjhunwala
11. Nilesh Shah

16. Key Facts & Learnings
1. Asset Allocation and Diversification across assets, geography and
sector is must to minimize risk.
2. Long term investing cuts down losses by 94% over 20+ year
horizon.
3. Invest in small companies, medium in size , large in aspirations
and hold them forever to create a fortune.
4. An average market correction over 30 year period is of 42% and
lasts on an average of 512 days.
5. Avoid companies which are cyclical, have high debt, low promoter
holding, low ROE & ROCE, negative cash flows.

17. THANKING YOU
ZUBIN MEHTA
Mentor|Economist|Investor|Speaker|Jury Panelist
Email: zubin916@gmail.com
Contact: 9820698385