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  • Buy Right... Sit Tight... Wealth Creation Through Equity

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    Mr. Vikas Agrawal, Zonal Head, South, Motilal Oswal AMC, Bangalore delivered an excellent presentation on " Wealth Creation through Equity" with help of " Buy Right - Sit Tight" philosophy in our 2016 series CFP Learning Conference " Logical & Magical 5 Steps to achieve 100+ Cr AUM" in Bangalore dated 15th May 2016. He mentioned that CFP certification converts IFA /Distributors from Agent to Financial Planner. As a CFP one can provide quality advisory to clients and also demand fees from clients. Key Learning from his presentation is below 1) Investment Returns Vs. Investor Returns 2) Wealth Destroyer Stocks Vs. Wealth Creator Stocks 3) Planning is Must 4) Importance of Financial Pyramid 5) Wealth Creation through various assets class 6) Equity has out perform in the long term Vs other assets class 7) Direct Equity Investments Vs. MF Investments Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by Dec 2016. Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning. Classroom: FEE 45k...pay in 3 monthly installments of 15k 73rd Batch (14 Weekends)- July to Oct 2016 (Every Sunday)- 9am to 2pm- 75 hrs training- Starting from 24th July 2016 @ Kandivali W...Last 1 seat left...Net FEE 45k...pay in 3 monthly installments of 15k till 15-7-16. OR Last 1 Seat Left in July Batch of CFP Video Learning Kit: In last 3 years, 71+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt. Regular / Challenge pathway Aspirant: Rs. 39k..pay in 3 monthly instalments of 13k till 15-7-16 Pls visit our website to Read /Speak 251+ Success stories before joining with me and post feel free to call. 9167362201 / 9930751709 / 7678063281 KEYUR SHAH, CFP^CM (A Grade), BE, MBA, India's Best Expert Coach (Fast Track CFP)-The CFP Aspirant Club (INDIA), Mumbai. FPSB India CERTIFIED Trainer & Resource Person (Education Partner) www.TheCFPaspirantClubIndia.com Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai Pls like our FB page https://www.facebook.com/TheCfpAspirantClubindia

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    Mr. Vikas Agrawal, Zonal Head, South, Motilal Oswal AMC, Bangalore delivered an excellent presentation on " Wealth Creation through Equity" with help of " Buy Right - Sit Tight" philosophy in our 2016 series CFP Learning Conference " Logical & Magical 5 Steps to achieve 100+ Cr AUM" in Bangalore dated 15th May 2016. He mentioned that CFP certification converts IFA /Distributors from Agent to Financial Planner. As a CFP one can provide quality advisory to clients and also demand fees from clients. Key Learning from his presentation is below 1) Investment Returns Vs. Investor Returns 2) Wealth Destroyer Stocks Vs. Wealth Creator Stocks 3) Planning is Must 4) Importance of Financial Pyramid 5) Wealth Creation through various assets class 6) Equity has out perform in the long term Vs other assets class 7) Direct Equity Investments Vs. MF Investments Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by Dec 2016. Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning. Classroom: FEE 45k...pay in 3 monthly installments of 15k 73rd Batch (14 Weekends)- July to Oct 2016 (Every Sunday)- 9am to 2pm- 75 hrs training- Starting from 24th July 2016 @ Kandivali W...Last 1 seat left...Net FEE 45k...pay in 3 monthly installments of 15k till 15-7-16. OR Last 1 Seat Left in July Batch of CFP Video Learning Kit: In last 3 years, 71+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt. Regular / Challenge pathway Aspirant: Rs. 39k..pay in 3 monthly instalments of 13k till 15-7-16 Pls visit our website to Read /Speak 251+ Success stories before joining with me and post feel free to call. 9167362201 / 9930751709 / 7678063281 KEYUR SHAH, CFP^CM (A Grade), BE, MBA, India's Best Expert Coach (Fast Track CFP)-The CFP Aspirant Club (INDIA), Mumbai. FPSB India CERTIFIED Trainer & Resource Person (Education Partner) www.TheCFPaspirantClubIndia.com Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai Pls like our FB page https://www.facebook.com/TheCfpAspirantClubindia

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    193 views28 pages

    Buy Right... Sit Tight... Wealth Creation Through Equity

    Uploaded by

    keyur1975
    Mr. Vikas Agrawal, Zonal Head, South, Motilal Oswal AMC, Bangalore delivered an excellent presentation on " Wealth Creation through Equity" with help of " Buy Right - Sit Tight" philosophy in our 2016 series CFP Learning Conference " Logical & Magical 5 Steps to achieve 100+ Cr AUM" in Bangalore dated 15th May 2016. He mentioned that CFP certification converts IFA /Distributors from Agent to Financial Planner. As a CFP one can provide quality advisory to clients and also demand fees from clients. Key Learning from his presentation is below 1) Investment Returns Vs. Investor Returns 2) Wealth Destroyer Stocks Vs. Wealth Creator Stocks 3) Planning is Must 4) Importance of Financial Pyramid 5) Wealth Creation through various assets class 6) Equity has out perform in the long term Vs other assets class 7) Direct Equity Investments Vs. MF Investments Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by Dec 2016. Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning. Classroom: FEE 45k...pay in 3 monthly installments of 15k 73rd Batch (14 Weekends)- July to Oct 2016 (Every Sunday)- 9am to 2pm- 75 hrs training- Starting from 24th July 2016 @ Kandivali W...Last 1 seat left...Net FEE 45k...pay in 3 monthly installments of 15k till 15-7-16. OR Last 1 Seat Left in July Batch of CFP Video Learning Kit: In last 3 years, 71+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt. Regular / Challenge pathway Aspirant: Rs. 39k..pay in 3 monthly instalments of 13k till 15-7-16 Pls visit our website to Read /Speak 251+ Success stories before joining with me and post feel free to call. 9167362201 / 9930751709 / 7678063281 KEYUR SHAH, CFP^CM (A Grade), BE, MBA, India's Best Expert Coach (Fast Track CFP)-The CFP Aspirant Club (INDIA), Mumbai. FPSB India CERTIFIED Trainer & Resource Person (Education Partner) www.TheCFPaspirantClubIndia.com Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai Pls like our FB page https://www.facebook.com/TheCfpAspirantClubindia

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    of 28

    Financial Planning

    Vikas Agrawal Zonal


    Head
    Motilal Oswal AMC

    COMMON ISSUES WITH EQUITY


    INVESTORS

    http://getricher.in/2014/investment-of-rs-10000-to-rs-535-crores-in34-years/

    Contents
    Introduction
    Planning
    Financial Planning (FP)
    FP Pyramid

    Introduction
    Planning

    Introduction
    Planning
    Planning means looking ahead and chalking
    out future courses of action to be followed
    Examples:
    - Preparation for competitive exams
    - Planning a vacation

    Introduction
    Financial Planning
    Financial Planning is the process of meeting
    your life goals through the proper management of
    your finances.
    Examples of goals:
    - Buying a house
    - Higher Education

    Introduction
    Financial Planning Pyramid
    Wealth
    Distribution
    (Transfer what you have)

    Wealth Creation
    (Accumulate)
    Wealth Protection
    (Protect what you have)

    Investment Experience
    Indian benchmark indices rise 100x in
    30 years

    Investment Experience
    47 enduring 100x stocks over 1994-2014

    Note: Multiples are based on stocks being bought at the low price for the respective
    year, and held on to Mar-2014.

    What we learn from history is that


    people dont learn from history!!!

    Powerful mantra for big Wealth Creation


    To make money in stocks you must have
    the Vision to see them
    the Courage to buy them and
    the Patience to hold them
    Patience is the rarest of the
    three

    Know this man?...


    He would have slept in 1989

    this is how he would


    wake up today

    Few disclaimers and clarifications


    Long term prospects of equity as an asset class
    Improving macros local and global
    Mean reversion for equity

    We are concerned because of


    Investor behavior
    Industry behavior
    Old habits die hardreverting to old habits

    Road to Wealth Creation


    Equity
    Why?

    Equity
    Why now?

    Equity
    How?

    Equity
    How much?

    Equity
    Kitna degi?

    Why Equities is necessary


    Evil?
    Investing is foregoing current purchasing
    power now for a greater purchasing power in
    future.
    - Warren Buffett

    Key Objective of Investing


    Enhancing Purchasing Power
    Over FY7913 CPI inflation has been 8.6%, eroding purchasing
    power of Rupee by 94%
    Inflation erodes purchasing power of money

    CPI = Consumer
    Price Index

    Source: Centre for Monitoring Indian Economy (CMIE), Motilal Oswal Financial Services Ltd (MOFSL), Bloomberg, Motilal Oswal
    Asset Management Company (MOAMC) Internal Analysis.

    Key Objective of Investing:


    Enhancing Purchasing Power

    Source: Bloomberg, MOAMC Internal Analysis. .

    Key Objective of Investing:


    Enhancing Purchasing Power
    Equities significantly enhance purchasing power of portfolios
    3,000

    Inflation-adjusted returns of different


    assets
    Sensex

    2,500

    Sensex cum Dividend

    If you had invested


    Rs. 100...

    2,000

    Gold

    Fixed Deposit
    2,175

    1,300

    1,500

    Purchasing Power
    1,000
    500 10

    0
    -

    Source: Bloomberg, MOAMC Internal Analysis.

    25
    1
    99

    Market has gone Up - Why


    Invest NOW
    Depends what you are
    buying
    Market has gone up does
    not apply to all stocks!!!

    Im not afraid of being in the next 25% downtick. Im afraid


    of MISSING the next 100% uptick- One cannot time the
    market.
    The great long-term risk of stocks is not owning them!

    Quality vs. Valuation:


    What should we Buy?
    Quality
    Low

    Valuation

    Low

    High

    High

    Quality Stocks :
    downs are temporary; ups are permanent
    1,000
    800
    600
    400

    HDFC
    Bank

    200
    0

    2,500
    2,000
    1,500
    1,000
    500
    0

    TCS

    Corrections

    Quality Stocks :
    downs are temporary; ups are permanent

    8000
    7000
    6000
    5000
    4000
    3000
    2000
    1000
    0

    More pronounced in the Index


    Nif
    ty

    Corrections

    Thank You

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