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“WELCOME TO” THE WORLD OF INVESTMENTSS……

“WELCOME TO” THE WORLD OF INVESTMENTSS……. WHAT IS THE MEANING OF INVESTMENT?.

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“WELCOME TO” THE WORLD OF INVESTMENTSS……

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  1. “WELCOME TO” THE WORLD OF INVESTMENTSS……

  2. WHAT IS THE MEANING OF INVESTMENT? In its broadest sense , an investment is a sacrifice of current money or other resources for future benefits. You can either deposit money in bank account or purchase a long term government bonds or invest in the equity shares of a company or contribute to a provident fund account or acquire a plot of land or invest in some other forms…. The two key aspects of any investment are TIME and RISK. The sacrifice takes place now and is certain. The benefits is expected in future and tends to be uncertain. Almost everyone owns a portfolio of investments. The portfolio is likely to comprise Financial Assets (Bank deposit, bonds, stocks, and so on) and Real Assets (Motorcycle, house, and so on). Your economic well-being in the long run depends significantly on how wisely or foolishly you invest.

  3. INVESTMENT ALTERNATIVES As an investor you have a wide array of investment alternatives available to you. Investment Alternatives Non- Marketable Financial Assets Equity Shares IPO’s Money Market Instruments Bonds Life Insurance policies Mutual Fund Schemes Precious Objects Real Estate Financial Derivatives

  4. Non Marketable Financial Assets :- • 1 Bank Deposits • 2 Post Office Deposits • 3 Company Deposits • 4 Provident Fund Deposits • Equity Shares :- • 1 BlueChip Shares 2 Growth Shares 3 Income Shares 4 Cyclical Shares 5 Speculative Shares • Bonds :- • 1 Govt Securities • 2 Savings Bonds • 3 Govt Agency Securities • 4 PSU Bonds • 5 Debentures of Pvt Companies • 6 Preference Shares • Money Market Instruments:- • 1 Treasury Bills • 2 Commercial Paper • 3 Certificates of Deposit

  5. Mutual Funds :- • 1 Equity Schemes • 2 Debt Schemes • 3 Balanced Scheme • Life Insurance :- • 1 Endowment Assurance Policy 2 Money Back policy 3 Whole Life Policy 4 Term Assurance Policy • Real Estate :- • 1 Agriculture Land • 2 Semi Urban Land • 3 Commercial Property • Precious Objects:- • 1 Gold and Silver • 2 Precious Objects • 3 Art Objects • Financial Derivatives:- • 1 Options • 2 Futures

  6. COMPARISON OF VARIOUS INVESTMENT ALTERNATIVES Non Marketable Financial Assets Equity Shares BlueChip Shares, Growth Shares, Income Shares, Cyclical Shares, Speculative Shares Bank Deposits Post Office Deposits Company Deposits Provident Fund Deposits 8-10% Max 4XBank Intt. Bonds Money Market Instruments Govt Securities, Savings Bonds Govt Agency Securities, PSU Bonds, Debentures of Pvt. Companies, Preference Shares Treasury Bills, Commercial Paper Certificates of Deposit 8-10% Max 8-10% Max Mutual Funds Life Insurances Insurance Policies Double Money in approx. 20 year Equity, Debt Related Funds Depends on Market 17-30 %Max Real Estate Precious Objects In Real Estate returns cant be defined bcos of non listing we expect Wealth to double in approx. 4 year Gold and Silver, Precious Objects, Art Objects Financial Derivatives These are the hedging tools use to hedge profit and Losses.

  7. INVESTMENT ATTRIBUTES • FOR EVALUATING AN INVESTMENT AVENUE, • THE FOLLOWING ATTRIBUTES ARE RELEVANT. Can the investment be made readily and looked after easily? A) Initial Tax Benefits B) Continuing Tax Benefits C) Terminal Tax Benefits

  8. INVESTING IN STOCK MARKETS..

  9. HOW STOCKS MARKETS AND ECONOMY RELATES...... Economic Cycle Market Cycle

  10. How Panic Was Created in marketsss........ In this type of situation just buy when everybody is selling and vice-versa...

  11. LEVEL TO ENTER AND EXIT IN MARKETS.... BETTER TO TAKE PROFITS AND WAIT FOR THE NEXT OPPORTUNITY........ DIFFICULT TO POINT OUT.............

  12. STOCK MARKET MOVEMENTS FOR LAST 20 YEARS... 21078.00 21004.00 17530.00 13787.00 16180.00 12680.00 7697.00 9180.00 Graph for Last 5 Years Market comes down due to the Subprime Crises in the U.S and Uncertainity of Govt. in INDIA (Election in Centre) Market Rebound Due to UPA-II. And U.S Slump, major FII’s Investment coming in INDIA.

  13. "WELCOME TO"

  14. what is our aim at Gee Ess Financial Services To Provide all Investment related services to our clients for mutual benefits and maintain long run relations... • Our Services:- • Shares Trading (NSE, BSE, F&O). • Commodity Trading. • 3) Investment in Mutual Funds, Insurance and ULIPS. • 4) Portfolio Management Services. • 5) IPO’s • E Broking. Business Associated with :- M/s Emkay Global Financial Services Ltd (Mumbai) Since 1995 The company got listed on the BSE and the NSE in 2006. www.emkayglobal.com

  15. PORTFOLIO MANAGEMENT SERVICES. PHILOSOPHY Portfolio management is an amalgam of an idea, passionand conviction. It is the cofluence of expertise, experience and discipline.The PMS team aims to deliver superior wealth creation by way of Long term compounding effect, with investments in good business run by great business managers. K K Karwa Prakash Kacholia Promoters INVESTMENT FRAMEWORK MANAGEMENT TEAM !! Essential ideas serve as the foundation: Focus on long term. View investment as conferring proportionate ownership of the business. Seek a margin of safety. Maintain a balanced outlook on the market. Price to Value. !! Set of well established but flexible principles that draw on the concept of “economic” earning power and cash return on investment as understood by the owner of a business. !! Assess investment value, based on detailed and rationale analysis of facts. Create Analytical models that serve to identify “robust business , run by high quality managers , at a reasonable price”. Soumendra Nath Lahiri (Chief Investment Officer) – MBA (IIM Banglore), 20 yrs exp, Co-Head Equities With DSP Merill Lyunch Fund Managers. Sanjoy Bhattacharya MBA – Ahmedabad, 25 yrs exp, CIO HDFC Mutual Funds, assocaiated with UBS, CRISIL, ICRA. Krishna Kumar Karwa CA, 22 yrs exp, involved in research, advisory, fund management, co founder and promoter for Emkay Global. Om Ahuja CA, 14 yrs exp, Retail Banking, Wealth Management, Private Banking Vertical , responsible for PMS at Emkay

  16. KEY PROPOSITION !! Emkay is positioned to build wealth by investing in “Great Business backed by good management” not by introducing themes / varitaions that can only confuse customers. !! No Profit Sharing . !! Our Fee Structure is Transparent and we don’t charge set up fee & Entry loads. !! Low portfolio churn vis-à-vis competition. RETURNS Period Emkay Avg of Top Sensex Nifty Benchmark PMS(%) Mutual Funds(%) (%) (%) S&P CNX (500)(%) FY 09-10 126.34 97.89 77.01 71.53 85.50 2 years 155.45 125.73 100.45 92.98 101.02 23 Months 135.50 103.69 80.00 74.27 82.69 12 Months 10.63 8.44 8.48 8.35 2.90 9 Months 2.72 4.37 5.69 5.26 1.44 PORTFOLIO BENCHMARK INVESTOR PROFILE Portfolio Management begins with a minimum investment of Rs 25 Lacs. !! S&P CNX 500 PORTFOLIO DETAILS Investment Amount 25 – 50 lacs 50 – 100 lacs Above 100 Lacs Management Fees 2.5% 2.25% 2.00% Performance Fees Nil Nil Nil Brokerage of 0.15% will be charged, Withdrawl of corpus, permitted, under specific, windows – First 10 days of the calender qtr i.e July, Oct, Jan, April

  17. HOPE TO WORK TOGETHER FOR MUTUAL BENEFITS... THANK YOU.. Gaurav Jain +91 9818122497 M/s Gee Ess Financial Services 1D/59 A, N.I.T Faridabad. 0129-4002497. geeessfinserv@gmail.com

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