systematic investment plan

COMPANYLOGO

Importance of Systematic Investment Plan

in Money Market& Capital Market

BY :NILANJANA MAITI

COMPANYLOGO INTRODUCTION

AIM: Building long term relationship with the clients.

OPERATIONS: Stock Broking, Research services,distribution of financial products,

Depositry Services & propreitry Trading.

RESEARCH: 90 Researchers covers 200 stock across 19 sectors that covers almost

70% of the total market capitalization.

OFFICES : Operates from 56 offices in 21 indian cities, employees over 1600

Employees.

MARKET CAPITALIZATION: Rs 5500 Crore(Rs 55 billion)

WEBSITE: www.edelcap.com, www.edelweiss.in

COMPANYLOGO

MUTUAL FUND

EQUITY

COMMODITY

CURRENCY & DERIAVATIVES

1

2

3

4

DEPOSITORY5

PRODUCTS & SERVICES

COMPANYLOGOMUTUAL FUNDS

MUTUAL FUNDS ARE SUBJECT TO MARKET RISKS. PLEASE READ THE OFFER DOCUMENT CAREFULLY BEFORE INVESTING.

COMPANYLOGO SYSTEMATIC INVESTMENT PLAN SYSTEMATIC INVESTMENT PLAN

COMPANYLOGO

Date NAV (Rs.) Units Amount (Rs.)

2/03/09 190.47 5.25 1000.00

13/04/09 233.32 4.29 1000.00

11/05/09 252.50 3.96 1000.00

10/06/09 339.27 2.95 1000.00

10/07/09 307.21 3.26 1000.00

10/08/09 343.02 2.92 1000.00

10/09/09 375.56 2.66 1000.00

12/10/09 392.46 2.55 1000.00

10/11/09 392.76 2.55 1000.00

10/12/09 416.48 2.40 1000.00

11/01/10 439.79 2.27 1000.00

10/02/10 412.21 2.43 1000.00

Total 4095.04 37.47 12000.00

Average Cost = Total Cash Outflow / Total Number of units = Rs. 12000/ 37.47 = Rs. 320.24

Average Price = sum of all NAVs at which you have invested/Number of months of investment = Rs. 4095.04/12 = Rs. 341.25

Average Cost < Average Price

SYSTEMATIC INVESTMENT PLAN

Company LOGO

BENEFITS OF SIP

RUPEE COST AVERAGING

POWER OF COMPOUNDING

CONSISTENT INVESTMENT

Company LOGO

SIP IN MONEY

MARKET & CAPITAL MARKET

COMPANYLOGOCAPITAL MARKET & MUTUAL FUNDS

GENERATION OF DOMESTIC RESOURCES

ALLOTMENT OF SHARES

MAXIMISE GAINS

AUTOMATIC REINVESTMENT

COMPANYLOGOMONEY MARKET & MUTUAL FUNDS

LIQUIDITY FUNDING

EASY WITHDRAWAL

TRANSPERENCY

BETTER RETURNS

COMPANYLOGO

WHY EDELWEISS?

PEOPLE EXPERTISE

DIVERSIFICATION RISK MANAGEMENT

COMPANYLOGO

Large WorkforceDiversity in ExperienceYoung and Energetic

STRENGHTS

Design Specification

THREATSWEAKNESSES

OPPORTUNITIES

SWOTSWOT

S O

W T

SWOT ANALYSIS

FacilitiesBranding Banks

Utilization of Latest Technology MethodLarge ProjectsExtended Lcations

Utilization of Latest Technology MethodLarge ProjectsExtended Lcations

COMPANYLOGOCOMPETITORS ANALYSIS

KARVY

MOTILAL OSWALSHARE KHAN

HDFC SECURITIES

RELIGARE

COMPANYLOGOANALYSIS

IMPORTANCE OF STOCK MARKET

DIVERSIFICATION OF INVESTMENTS

CUSTOMER SATISFACTION

COMPETETIVENESS

RISK AVERSION

COMPANYLOGO

THANKYOU: