indian stock markets - expecting a metoric rise in next five years
Post on 20-Jun-2015
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MARKETS HAVE ZOOMED….MARKET CAPITALISATION IS OVER INR 1.5 TRILLION
EXPECTSENSEX IN 2020 = 100,000
Many analysts expect markets to increase four folds.
ARE YOU TRYING YOUR LUCK …
.. OR PREPARING FOR SUCCESS?
To invest wisely requires plenty of homework.
EVERY INVESTMENT REQUIRES MULTIFACETED UNDERSTANDING OF
Business ManagementFuture
Prospects
Prevailing
Valuations
UNDERSTANDING BUSINESS
"Know what you own, and know why you own it" - Peter Lynch
UNDERSTANDING MANAGEMENT
Expertise
PassionHonesty &
Transparency
The art of separating good from bad.
UNDERSTANDING FUTURE PROSPECTS
Threat of new entry or substitutes
Competition, bargaining power of consumers or suppliers.
Price advantage
Product innovations, patents, Regulator license requirements, brand equity
Economies of operations
Wide supply chain or manufacturing base, cheaper access to raw materials.
UNDERSTANDING VALUATIONS
INTRINSIC VALUE
MARGINS OF SAFETY
INVESTMENT HORIZON
• Study of balance sheet
• Discounted future earnings
• Flip side risks• Anticipated gains
• Estimation of forecasted stock prices at different intervals in future.
UNDERSTANDING FINANCIAL RATIOS
Ratios are used to deepen our analysis on profitability, rates of returns, level of leverage, liquidity, and pricing aspects.
STARTING POINT OF PORTFOLIO INVESTMENTS
STOCK SCREENING
The process of filtering stocks based on multiple aspects like –Profitability, earnings yield, profit margins, dividend payout / yield, revenue & profit growth track records; leverage aspects, scale of business, turnover in stock markets, P/E valuations, promoter holdings, pledged holdings, FII / institution investments and so forth.
PORTFOLIO INVESTMENT GUIDELINES
Define framework for allocation of assets based on many parameters like –
Market capitalisation; balancing exposure across industry, business house, stock; Pricing aspects – P/E multiple, average portfolio beta; Dividend yield, liquidity aspects, investment horizon and so forth.
Constant monitoring & review of list of screened stocks, business developments, news, results, stock price movements, change in equity holdings, and so forth.
PROFESSIONAL APPROACH
Opt for a SEBI registered Portfolio Management Service provider
PORTFOLIO MANAGEMENT SERVICES BY MFSL
Incorporated in 1990, MFSL is promoted by century old Munoth group headquartered out of Chennai and originating from Rajasthan. The company is registered with SEBI to offer a gamut of services in the capital market arena.
MFSL’s services include
Merchant banking
Stock broking & dematerilisation services
Portfolio Management services
Mutual fund & IPO distribution
MFSL caters to institutional, corporate, HNI’s and retail clienteles. The company periodically invests in technology to ensure that its customers get access to seamless, secured and quick service. The management’s rich experience is well complimented by its qualified, experienced and trained manpower.
MFSL, appointed by IL&FS trust company, is also the Investment Manager for Valmark Infra & Realty Trust, a CAT II Alternate Investment Fund [AIF].
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FOR MORE INFORMATION
CONTACT US
HQ: Munoth Centre, 343 Triplicane High Road, Chennai 600 005. IndiaLandline: +914428591185 | Fax: +914428591189 | Email: vikas@munothfinancial.com
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