systematic investment plan
DESCRIPTION
SYSTEMATIC INVESTMENT PLAN AT EDELWEISS FINANCIAL SERVICES LTDTRANSCRIPT
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: