TIKAMCHAND FINANCIAL SERVICES PVT. LTD. CHANDRAPUR INDIA(MS).

1. TIKAMCHAND FINANCIAL SERVICES PVT. LTD. CHANDRAPUR INDIA(MS). TIKAMCHAND FINANCIAL SERVICES www.tikamstock.com

2. MUTUAL FUND OPERATION FLOW CHART TIKAMCHAND FINANCIAL SERVICES www.tikamstock.com

3. Advantage of mutual fund Flexibility Professtional management Choice of scheme Diversification Tax benefits Convenient Administration Return potential Well regulated Liquidity Transparenecy TIKAMCHAND FINANCIAL SERVICES www.tikamstock.com

4. Client Value , Attitudes , Expectation , and Time horizons, they affect the client goal , need , and priorities. TIKAMCHAND FINANCIAL SERVICES www.tikamstock.com

5. Goal and Objective provide focus , purpose, vision , and Direction for the financial planning process TIKAMCHAND FINANCIAL SERVICES www.tikamstock.com

6. THE ECONOMIC CLOCK TIKAMCHAND FINANCIAL SERVICES www.tikamstock.com

7. All big losses start by being a small loss, If you get out a trade near small loss you will be automatically protected from incurring big losses , strictly following STOP LOSS is a lightly successful risk management technique in day trading TIKAMCHAND FINANCIAL SERVICES www.tikamstock.com

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9. Growth Higher return Higher risk Defensive Lower return lower risk TIKAMCHAND FINANCIAL SERVICES www.tikamstock.com

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11. Life Events: Will You Be Ready? • Premature Death • Retirement • Serious Illness • Death of Spouse • Aged Parents • Children Getting Married • Second Home • Remarriage • Starting a Business • Divorce • Paying for College • Job Loss • Relocation • Home Purchase • Birth of Children • Marriage • Temporary Disability TIKAMCHAND FINANCIAL SERVICES www.tikamstock.com

12. The Value of a Financial Plan A financial plan will help you to clarify: • Your financial goals • Strategies to achieve the goals • Specific steps to implement the strategies TIKAMCHAND FINANCIAL SERVICES www.tikamstock.com

13. Life’s Financial Trade-Offs CURRENT NECESSITIES FUTURE NECESSITIES Basic shelter, food Basic shelter, food clothing, transportation clothing, cash for emergencies and medical care and nursing home care Trade - offs CURRENT EXTRAS FUTURE EXTRAS New kitchen, new car, L arger home, private vacation, family gifts college, retirement travel, bequests/charity TIKAMCHAND FINANCIAL SERVICES www.tikamstock.com

14. Areas to Explore • Saving • Managing debt • Insurance • Investing • Education funding • Retirement funding • Pre-retirement planning • Incapacitation planning • Estate planning • Company stock ownership TIKAMCHAND FINANCIAL SERVICES www.tikamstock.com

15. BASICS OF STOCK MARKET What is an Equity Share ? What is the Debt Instrument ? What is the Derivatives ? What is a Mutual Fund ? What is an Index ? What is an Depository ? What is Dematerialization ? Which are the depositories in India ? What is the role of ‘Primary Market’ ? What is an Initial Public Offer (IPO) ? What is meant by Secondary Market ? What is the role of Secondary Market ? What is the difference between Primary Market and Secondary Market ? TIKAMCHAND FINANCIAL SERVICES www.tikamstock.com

16. THE IMPORTANCE OF TRADING DISCIPLINE • A Disciplined person is likely to be disciplined in all his daily activities, both personal and professional. • A Disciplined person has a plan for everything he wants to do. He follows that plan in a systematic manner to achieve his desired objects and goals. • A Disciplined person is very punctual. He values his time as well as others. He puts first things first and he perform his activities in order of its importance. He never wastes times and never postpones important works for silly and trival matters. • A Disciplined person is positive about what ever does in life and keeps negativity away. When he fails, he looks at it as a stepping stone to success and learn from his mistakes instead of blaming circumstances or others for failures. • A Disciplined person is confident and undertakes his with work with the assurance of success and is able to deal with the inevitable tough times that come across in his journey towards success and is thus able to keep himself mentally and emotionally stable. • A Disciplined person will have patience to wait for result after working hard on any endeavor. A Disciplined person will never have un-realistic expectations or greed. TIKAMCHAND FINANCIAL SERVICES www.tikamstock.com

17. You should educate yourself on the correct psychological approach to the market You should educate yourself in the correct money management and risk management technique. You should educate yourself in the correct entry and exit methods in the your stock selection technique. TIKAMCHAND FINANCIAL SERVICES www.tikamstock.com

18. It is the art of correctly applying a set of carefully though out rules and allocating the probability of that event to result in success. TIKAMCHAND FINANCIAL SERVICES www.tikamstock.com

19. Higher Return 20% 15% Small Company Stocks Annual Return Large Company Stocks 10% Intermediate-TermGovernment Bonds 5% Cash Lower Return Lower Deviation Higher Deviation Degree of Volatility However, Stocks Have More Volatility Risk TIKAMCHAND FINANCIAL SERVICES www.tikamstock.com

20. FREE DEMAT & BROKING ACCOUNT* • +Free Rs. 5,00,000/- Personal Accident • Insurance* • +Free Rs.50,000/- Accidental Mediclaim TIKAMCHAND FINANCIAL SERVICES www.tikamstock.com

21. Life Events: Will You Be Ready? TIKAMCHAND FINANCIAL SERVICES www.tikamstock.com