digital investing - the chamber of tax consultants · 4 annual return investment horizon 6% 10% 15%...

13
DIGITAL INVESTING JIGAR SHAH – 7 TH MARCH 2019

Upload: others

Post on 23-Mar-2020

2 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Digital Investing - The Chamber of Tax Consultants · 4 Annual Return Investment Horizon 6% 10% 15% 20% 25% 5 Years 134 161 201 249 305 10 Years 179 259 405 619 931 20 Years 321 673

DIGITAL INVESTING

J I G A R S H A H – 7 T H M A R C H 2 0 1 9

Page 2: Digital Investing - The Chamber of Tax Consultants · 4 Annual Return Investment Horizon 6% 10% 15% 20% 25% 5 Years 134 161 201 249 305 10 Years 179 259 405 619 931 20 Years 321 673

INDEX

• Introduction

• Digital Investing

• Different apps / websites for Digital Investing

• Summary

Page 3: Digital Investing - The Chamber of Tax Consultants · 4 Annual Return Investment Horizon 6% 10% 15% 20% 25% 5 Years 134 161 201 249 305 10 Years 179 259 405 619 931 20 Years 321 673

ASSET ALLOCATION –YOUNG PROFESSIONALS

Page 4: Digital Investing - The Chamber of Tax Consultants · 4 Annual Return Investment Horizon 6% 10% 15% 20% 25% 5 Years 134 161 201 249 305 10 Years 179 259 405 619 931 20 Years 321 673

4

Annual Return

Investment Horizon

6% 10% 15% 20% 25%

5 Years 134 161 201 249 305

10 Years 179 259 405 619 931

20 Years 321 673 1,637 3,834 8,674

Initial Investment: Rs. 100

Appreciation provided by risk free instruments do not ensure

sustained standard of living.

POWER OF COMPOUNDING

Annual Return

Investment Horizon

6% 10% 15% 20% 25%

5 Years 134 161 201 249 305

10 Years 179 259 405 619 931

20 Years

Page 5: Digital Investing - The Chamber of Tax Consultants · 4 Annual Return Investment Horizon 6% 10% 15% 20% 25% 5 Years 134 161 201 249 305 10 Years 179 259 405 619 931 20 Years 321 673

5

HOW TO GET WEALTHY

Page 6: Digital Investing - The Chamber of Tax Consultants · 4 Annual Return Investment Horizon 6% 10% 15% 20% 25% 5 Years 134 161 201 249 305 10 Years 179 259 405 619 931 20 Years 321 673

DIGITAL INVESTING

Online vs Offline Investing

Online/Digital

Advisory

Research Execution

What is Digital Investing?

Different apps for specific services

Insurance Mutual Fund Stocks

Page 7: Digital Investing - The Chamber of Tax Consultants · 4 Annual Return Investment Horizon 6% 10% 15% 20% 25% 5 Years 134 161 201 249 305 10 Years 179 259 405 619 931 20 Years 321 673

DIGITAL INVESTING - PROS & CONS

Convenient

Time and Cost saving

Transparent

Easy for comparisons

Less personalised

Difficult for non tech savvy

Difficult in complex situation

Seems Risky

Data threat possibility

Page 8: Digital Investing - The Chamber of Tax Consultants · 4 Annual Return Investment Horizon 6% 10% 15% 20% 25% 5 Years 134 161 201 249 305 10 Years 179 259 405 619 931 20 Years 321 673

MUTUAL FUND – DIGITAL PLATFORMS

• Paytm money - https://www.paytmmoney.com/

• ET money - https://www.etmoney.com/

• Scripbox – https://scripbox.com/

• Orowealth - https://www.orowealth.com/

• Groww - https://groww.in/

• Coin by Zerodha - https://coin.zerodha.com/

• Piggy - https://www.piggy.co.in/

• Sqrrl - https://sqrrl.in/

• Cube - https://www.bankoncube.com/

• https://www.valueresearchonline.com

• https://www.personalfn.com/

Page 9: Digital Investing - The Chamber of Tax Consultants · 4 Annual Return Investment Horizon 6% 10% 15% 20% 25% 5 Years 134 161 201 249 305 10 Years 179 259 405 619 931 20 Years 321 673

DIGITAL INVESTING – RESEARCH & ADVISORY

• https://www.equitymaster.com/

• https://www.screener.in/screens/

• https://www.safalniveshak.com/

• https://www.drvijaymalik.com/

• http://stalwartvalue.com/

• https://katalystwealth.com/

• https://www.pmsbazaar.com/

• https://minance.com/about

• https://www.smallcase.com/

Page 10: Digital Investing - The Chamber of Tax Consultants · 4 Annual Return Investment Horizon 6% 10% 15% 20% 25% 5 Years 134 161 201 249 305 10 Years 179 259 405 619 931 20 Years 321 673

DIGITAL INVESTING - EXECUTION

Page 11: Digital Investing - The Chamber of Tax Consultants · 4 Annual Return Investment Horizon 6% 10% 15% 20% 25% 5 Years 134 161 201 249 305 10 Years 179 259 405 619 931 20 Years 321 673

DIGITAL INVESTING - INSURANCEhttps://www.policybazaar.com/

Page 12: Digital Investing - The Chamber of Tax Consultants · 4 Annual Return Investment Horizon 6% 10% 15% 20% 25% 5 Years 134 161 201 249 305 10 Years 179 259 405 619 931 20 Years 321 673

DIGITAL INVESTING - CRYPTOCURRENCY

https://bitbns.com/trade/#/ https://www.buyucoin.com/ https://www.unocoin.com/in

Page 13: Digital Investing - The Chamber of Tax Consultants · 4 Annual Return Investment Horizon 6% 10% 15% 20% 25% 5 Years 134 161 201 249 305 10 Years 179 259 405 619 931 20 Years 321 673

Thank you