sip presentation in idfc amc ltd
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SIP PRESENTATION-IN IDFC AMC LTD.
Presented By:
Ankit Parashar
2013036
ABOUT IDFC It is provider of financial, advisory and management services in the
infrastructure space.
The Company also has interests in Asset Management, Investment Banking and Brokerage.
Incorporated on January 30, 1997 in Chennai on the recommendations of the 'Expert Group on Commercialization of Infrastructure Projects' under the Chairmanship of Dr. Rakesh Mohan.
In 2009, it became a part of Nifty 50
ABOUT IDFC AMC
Established in 2000.
IDFC AMC is among the few fund houses to get an ISO 9001:2000 certification for its entire range of customer service activities.
IDFC and Natixis Global Asset Management (NGAM) have entered into a strategic partnership in IDFC AMC. This partnership will give IDFC AMC the ability to offer
domestic investors access to international investment opportunities through investment products managed by NGAM
PROJECT- ANALYSIS OF INVESTMENT OPTIONS
TYPES OF INVESTMENT OPTIONS
Stocks Investment in shares of companies that invest in equities. 1. Dividends. Periodic payments on the profits of the company are termed as dividends. 2. Growth: The share price values proportional to the growth shown by the company resulting from capital appreciation.
Bonds It’s a debt instrument which is used to raise capital and is issued for a period more than a year.
A bond is basically a promise to repay the principal amount with a fixed interest rate on a specified date, known as the expiration date.
Other fixed income instruments include bank deposits, bonds, preferred stock, etc.
Mutual Funds
It’s a substitute for those who can’t invest in equity, etc due to the lack of knowledge in these fields.
It has the benefits of diversification and professional money management.
Based on net asset value, which is calculated at the end of each trading session, the shares in a portfolio are traded
Real Estate and Gold
For most investors across India the most important asset in your portfolio is real estate.
Valuables, precious items are items that are generally small but valuable in monetary terms.
Some important objects are precious as gold, silver, precious stones, as well as the unique work of art.
Life Insurance
Life insurance is protection of your income in the event of death.
The person you designate as beneficiary will receive the proceeds of an insurance company for the loss of income due to death.
RESULTS AFTER ANALYSISINVESTMENT OPTIONS
Safety ROI
Stocks Market Related Risks Average of 15-18% over a 8-10 Yr Platform
Bonds Investment Guarantee
8-10% Compounding
Mutual Funds Market Related Risks Portfolio specific varies from 8-30%
Gold Investment Guarantee + Appreciation
Average of 15-20% over a 8-10 Yr Platform
Real Estate Investment Guarantee + Appreciation
Average of 10-12%
Insurance Investment Guarantee
4-6% Annually
CONCLUSION Equity, debt, real estate and gold are among the many
investment options to choose and decide where to invest.
Each asset class has its own peculiarities.
In pursuit of the extraordinary investment, most investors are trying to find the same property.
Others buy real estate or gold, is looking for the next big company.
Most debt funds, public Provident Fund (PPF) and post office deposits, deposit their savings.
Only a few in all asset classes to buy or diversity within the asset class.
But if you have to invest and looking into both the risk and returns , I think that Mutual Funds are a good option.
MY WORK THERE IN IDFC AMC DELHI
ABOUT MUTUAL FUNDS
A mutual fund is set up as a trust, which has sponsor, trustees, Asset Management Company (AMC) and custodian.
Managers of investment funds retain their property for the benefit of Shareholders.
Asset Management Company (AMC) which is a firm approved by SEBI and it manages investment in various securities.
Custodian, holds the securities in its custody which are mentioned in various schemes.
TYPES OF FUNDS
Equity Funds
Debt Funds
Hybrid Funds
SIP(SYSTEMATIC INVESTMENT PLAN)
MARKET TRENDS AND PROMOTION Visited the FAs(Financial Advisors) and FPs(Financial
Planners) of YES Bank.
Market reviews of consumers in the Central Delhi.
Cold Calling to retail investors.
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