systematic investment plan

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COMPANY LOGO Importance of Systematic Investment Plan in Money Market& Capital Market BY :NILANJANA MAITI

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SYSTEMATIC INVESTMENT PLAN AT EDELWEISS FINANCIAL SERVICES LTD

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Page 1: Systematic investment plan

COMPANYLOGO

Importance of Systematic Investment Plan

in Money Market& Capital Market

BY :NILANJANA MAITI

Page 2: Systematic investment plan

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

Page 3: Systematic investment plan

COMPANYLOGO

MUTUAL FUND

EQUITY

COMMODITY

CURRENCY & DERIAVATIVES

1

2

3

4

DEPOSITORY5

PRODUCTS & SERVICES

Page 4: Systematic investment plan

COMPANYLOGOMUTUAL FUNDS

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

 

Page 5: Systematic investment plan

COMPANYLOGO SYSTEMATIC INVESTMENT PLAN SYSTEMATIC INVESTMENT PLAN

Page 6: 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

Page 7: Systematic investment plan

Company LOGO

BENEFITS OF SIP

RUPEE COST AVERAGING

POWER OF COMPOUNDING

CONSISTENT INVESTMENT

Page 8: Systematic investment plan

Company LOGO

SIP IN MONEY

MARKET & CAPITAL MARKET

Page 9: Systematic investment plan

COMPANYLOGOCAPITAL MARKET & MUTUAL FUNDS

GENERATION OF DOMESTIC RESOURCES

ALLOTMENT OF SHARES

MAXIMISE GAINS

AUTOMATIC REINVESTMENT

Page 10: Systematic investment plan

COMPANYLOGOMONEY MARKET & MUTUAL FUNDS

LIQUIDITY FUNDING

EASY WITHDRAWAL

TRANSPERENCY

BETTER RETURNS

Page 11: Systematic investment plan

COMPANYLOGO

WHY EDELWEISS?

PEOPLE EXPERTISE

DIVERSIFICATION RISK MANAGEMENT

Page 12: Systematic investment plan

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

Page 13: Systematic investment plan

COMPANYLOGOCOMPETITORS ANALYSIS

KARVY

MOTILAL OSWALSHARE KHAN

HDFC SECURITIES

RELIGARE

Page 14: Systematic investment plan

COMPANYLOGOANALYSIS

IMPORTANCE OF STOCK MARKET

DIVERSIFICATION OF INVESTMENTS

CUSTOMER SATISFACTION

COMPETETIVENESS

RISK AVERSION

Page 15: Systematic investment plan

COMPANYLOGO

THANKYOU: