buy right...sit tight...wealth creation through equity
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Financial Planning
Vikas Agrawal ZonalHead
Motilal Oswal AMC
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COMMON ISSUES WITH EQUITYINVESTORS
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http://getricher.in/201/in!e"t#ent$%&$r"$10000$t%$r"$'('$cr%re"$in$($)e*r"/
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Introduction
C%ntent"
Planning Financial Planning (FP)
FP Pyramid
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Planning
Introduction
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Planningmeans looking ahead and chalking
out future courses of action to be followed
Examples:
- Preparation for competitie exams- Planning a acation
Introduction
Planning
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Financial Planning is the process of meeting
your life goals through the proper management of
your finances!
Examples of goals:
- "uying a house
- #igher Education
Introduction
Financial Planning
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$ealth
%istribution
(&ransfer what you hae)
$ealth 'reation(ccumulate)
$ealth Protection(Protect what you hae)
Introduction
Financial Planning Pyramid
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In!e"t#ent E+perience
Indian benchmark indices rise 100x in
30 years
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! end"ring 100x stocks o#er 1$$%&01
'ote( M"lti)les are based on stocks being bo"ght at the low )rice *or the res)ecti#e
year+ and held on to Mar%&01,
In!e"t#ent E+perience
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What we learn from history is thatpeople dont learn from history!!!
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,%-er& #*ntr* &%r ig We*th Cre*ti%n
-o make money in stocks yo" m"st ha#e
the Vi"i%n t% "ee the#the C%r*get% ) the# *n
the ,*tience t% h% the#
.atience is the rarest o* the
three
hi
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n%- thi" #*n3...He -% h*!e "ept in 14546
6thi" i" h%- he -%-*7e p t%*)6
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8e- i"c*i#er" *n c*ri9c*ti%n"
%ng ter# pr%"pect" %& e;it) *" *n *""et c*"" I#pr%!ing #*cr%" < %c* *n g%*
Me*n re!er"i%n &%r e;it)
We *re c%ncerne ec*"e %&
In!e"t%r eh*!i%r
In"tr) eh*!i%r
O h*it" ie h*r6re!erting t% % h*it"
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R%* t% We*th Cre*ti%n
E;it) Wh)3
E;it) Wh) n%-3
E;it) H%-3
E;it) H%- #ch3
E;it) itn* egi3
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/hy "ities is necessary#il2
Investing is foregoing current purchasingpower now for a greater purchasing power in
future.- Warren Bufett
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e) O=ecti!e %& In!e"tingnh*ncing ,rch*"ing ,%-er
O#er 4!$513 C.I in6ation has been 7,89+ eroding )"rchasing
)ower o* :")ee by $9
S%rce: Centre &%r M%nit%ring Ini*n Ec%n%#) >CMIE?@ M%ti* O"-* 8in*nci* Ser!ice" t >MO8S?@ A%%#erg@ M%ti* O"-*
B""et M*n*ge#ent C%#p*n) >MOBMC? Intern* Bn*)"i".
C.I ; Cons"mer.rice Index
In6ation erodes )"rchasing )ower o* money
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e) O=ecti!e %& In!e"ting:Enh*ncing ,rch*"ing ,%-er
S%rce: A%%#erg@ MOBMC Intern* Bn*)"i". .
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e) O=ecti!e %& In!e"ting:Enh*ncing ,rch*"ing ,%-er
E;itie" "igni9c*nt) enh*nce prch*"ing p%-er %& p%rt&%i%"
In6ation%ad
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?Market has gone @) % /hyIn#est 'O/ ?
e)ends what yo" areb"ying?
BMarket has gone ") 5 doesnot a))ly to all stocksDDD
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BIEm not a*raid o* being in the next &>9 downtick, IEm a*raido* MIFFI'G the next 1009 ")tick% One cannot time the
market,
-he great long%term risk o* stocks is not owning themD
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"ality
Val"ati
on
%- High
%-
High
Q*it) !". V**ti%n:Wh*t "h% -e A)3
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Q*it) St%c7" :%-n" *re te#p%r*r) p" *re per#*nent
0
200
00
F00
500
1@000
0
'00
1@000
1@'00
2@000
2@'00
C%rrecti%n"
HCank
-CF
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C%rrecti%n"
0
1000
2000
(000
000
'000
F000
G000
5000More pronounced in the Index
'i*ty
Q*it) St%c7" :%-n" *re te#p%r*r) p" *re per#*nent
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Th*n7 Y%
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