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FUNDAMENTALS OF INVESTING

WIRC – ICAI Capital Market Summit 2017

March 25, 2017 CA. Nipun Mehta

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! INVESTING Vs TRADING

March 25, 2017 CA. Nipun Mehta

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+After One Makes Money on Stock Markets

March 25, 2017 CA. Nipun Mehta

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! TIPS Vs RESEARCH

March 25, 2017 CA. Nipun Mehta

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! Value Vs Growth

March 25, 2017 CA. Nipun Mehta

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+Investing Secrets

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!  PORTFOLIO DIVERSIFICATION Vs

ASSET ALLOCATION

!  DEBT OR EQUITY

March 25, 2017 CA. Nipun Mehta

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+Significance of Asset Allocation

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!  MUTUAL FUNDS Vs DIRECT EQUITY

March 25, 2017 CA. Nipun Mehta

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+Mutual Fund Investing

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+Equity Investing

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+Equity Investing

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!  FUNDAMENTALS Vs TECHNICALS

March 25, 2017 CA. Nipun Mehta

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+Fundamentals Vs Technicals

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!  INVESTING SURPLUS Vs LEVERAGING

March 25, 2017 CA. Nipun Mehta

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+Investing Insights

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!  LARGE CAPS Vs MIDCAPS Vs SMALL CAPS

March 25, 2017 CA. Nipun Mehta

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+Valuations

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RETURNS (Jan-Mar 2017)

P/E Multiple

Sensex 9.7% 22.3x

Mid Cap Index 13% 30.2x

Small Cap Index 14.4% 64.5x

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! THANK YOU

March 25, 2017 CA. Nipun Mehta

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