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Knowledge plus series i 310813

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Knowledge plus series i 310813

  1. 1. From Research Desk VALUE PLUS - The Family Office KNOWLEDGE PLUS For Wealth Plus 31st August - 2013
  2. 2. News Impact • RBI opens Forex swap window for OMCs to curb rupee volatility • Demand pressure will reduce in spot market. • Lower demand will lead to low volatility. • Lower volatility will support RBI to reduce interest rate. • GDP growth disappoints at 4.4% in Q1 FY14, lowest in four years • Indicates GDP is in contraction. • Currency may depreciates further. • RBI may start to reduce interest rate. Last week at the Financial Markets!!! • SENSEX rose by 100.28 points (0.54%) and closed to 18619.72 at end of the week. • (FIIs) remained net sellers in equity and debt segment with net outflow of Rs. 4254.00 crore and Rs. 3677.40 crore respectively. Knowledge Plus for Wealth +
  3. 3. Last week at the Financial Markets!!! Knowledge Plus for Wealth + Price Performance of Different AssetPrice Performance of Different Asset Class
  4. 4. Next Week in the Financial Markets... Knowledge Plus for Wealth + • HSBC India Manufacturing PMI for August 2013 will be released on September 2 , 2013. • HSBC India Service PMI data will be released on September 4, 2013. • Auto and Cement companies will announce their monthly sales figures.
  5. 5. Is Your Portfolio In Good Health? Hot Topic of the Week Knowledge Plus for Wealth +
  6. 6. Introduction Knowledge Plus for Wealth +
  7. 7. Portfolio Check Up – Why??? Knowledge Plus for Wealth +
  8. 8. Portfolio Check Up – What??? Portfolio Life/Non- Life Insurance Needs Risk Profile Income Levels Change in Goals InflationAge Family Responsibilities Asset Allocation Performance of schemes/stocks Knowledge Plus for Wealth +
  9. 9. Asset Allocation  An investment strategy that aims to balance risk and reward by apportioning a portfolio's assets considering various factors like: o Asset class o Goals Based o Country/Economic diversification o Risk Profile o Age  Thus the major objective of ‘Asset Allocation’ is diversification of risk to maximize the returns. Knowledge Plus for Wealth +
  10. 10.  Investments should be allocated under various asset classes.  The allocation should ideally among such assets whose performance are not co-related to each other.  If such allocation is not done, then the underperformance in the asset class that you are invested in can massively bring down your overall portfolio returns. Asset class Knowledge Plus for Wealth +
  11. 11. Case Study-Asset Class Mr. A Mr. B Stocks 30% Mutual Funds 30% Debt 15% Currency 5% Commodity 10% Real Estate 10% Asset Allocation Stocks 30% Mutual Funds 30% Debt 15% Currency 5% Commodity 10% Real Estate 10% Asset Allocation Knowledge Plus for Wealth +
  12. 12. Mr. A Mr. B Midcap 100% Stocks/Mutual Funds If midcaps underperformed, Mr. A’s portfolio will be affected by 60%. Whereas Mr. B’s portfolio will be affected by only 20% even though having same level of exposure in stocks/mutual funds. Large Cap 60% Mid Cap 20% Small Cap 20% Stocks/Mutual Funds Knowledge Plus for Wealth +
  13. 13. Knowledge Plus for Wealth + Research Desk VALUE PLUS - The Family Office Office: (0265 -2324600,6629800) Email: info@valueplusinv.com Website: www.valueplusinv.com

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