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    SIP-direct Equity PRESENTATION

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    mahesh lokhande
    This document discusses SIP (Systematic Investment Plan) in direct equity shares. It explains that SIP allows investors to invest small amounts regularly in shares to earn income from share price appreciation, dividends, bonus shares and stock splits. SIP helps achieve financial goals and minimize risk through rupee cost averaging. The document provides examples of how investing Rs. 1,000 monthly in different companies through SIP can grow investments over time. It emphasizes the importance of discipline, patience and long-term commitment for SIP to be effective.

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    SIP-direct Equity PRESENTATION

    Uploaded by

    mahesh lokhande
    51 views17 pages
    This document discusses SIP (Systematic Investment Plan) in direct equity shares. It explains that SIP allows investors to invest small amounts regularly in shares to earn income from share price appreciation, dividends, bonus shares and stock splits. SIP helps achieve financial goals and minimize risk through rupee cost averaging. The document provides examples of how investing Rs. 1,000 monthly in different companies through SIP can grow investments over time. It emphasizes the importance of discipline, patience and long-term commitment for SIP to be effective.

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    This document discusses SIP (Systematic Investment Plan) in direct equity shares. It explains that SIP allows investors to invest small amounts regularly in shares to earn income from share price appreciation, dividends, bonus shares and stock splits. SIP helps achieve financial goals and minimize risk through rupee cost averaging. The document provides examples of how investing Rs. 1,000 monthly in different companies through SIP can grow investments over time. It emphasizes the importance of discipline, patience and long-term commitment for SIP to be effective.

    Copyright:

    © All Rights Reserved
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    51 views17 pages

    SIP-direct Equity PRESENTATION

    Uploaded by

    mahesh lokhande
    This document discusses SIP (Systematic Investment Plan) in direct equity shares. It explains that SIP allows investors to invest small amounts regularly in shares to earn income from share price appreciation, dividends, bonus shares and stock splits. SIP helps achieve financial goals and minimize risk through rupee cost averaging. The document provides examples of how investing Rs. 1,000 monthly in different companies through SIP can grow investments over time. It emphasizes the importance of discipline, patience and long-term commitment for SIP to be effective.

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    You are on page 1of 17

    Concept

    S I P in direct Equity(share)

    Presented By :
    Mahesh lokhande
    Date :08-07-2019

    1
    What is SIP in direct Equity(share)?

     SIP in direct Equity means -Invest continuously fortnightly,


    monthly, quarterly basis as per your convenient. And earn
    Different type of income.

     Example:-

     share price,
     dividend,
     Bonus share,
     Split share

    2
    Why Invest ?

     Aspirational goals – House , Foreign Holiday


     Share is your paper property
     High liquidity
     Start with small amount
     No of diversificatin option available
     Return high with low risk
     Minimize market volatility risk

    3
    TIME VALUE OF MONEY

    Patience and discipline are required not to make the


    wrong move at the wrong time – the results can be
    dramatic – it is far more common to do the wrong thing
    than to not do the right thing.

    Considering inflation @ 5 %

    4
    Time Value of Money

     A fixed monthly expense of INR 30,000 p.m.


    today over time ……

    5
    Time value of money

     While the value of your savings erodes over


    time , thanks to inflation

    6
    The expense – savings mismatch

    7
    LET’S PLAN TO GET RICH
    TOGETHER

    INVESTORS NEED TO SAVE REGULARLY


    INTO ASSETS THAT CAN BEAT
    INFLATION TO MEET THEIR FINANCIAL
    GOALS.

    8
    Performance of various asset
    classes

     Cumulative annualized returns of different


    asset classes .

    9 Equity – C
    Case Study – Systematic Investing

    Little Drops of Water Make the Mighty Ocean


    10
    Let’s take an example…..

     Anil is a businessman. He is married to Tina who is a


    housewife. He has a son and daughter , both are in
    school.
     Over next couple of years, he desires to follow a
    savings plan to build wealth for his Goal.he start
    invest in SIP in direct equity(share) with only
    Rs.1000/-

    11
    If he invest below company
    monthly(08/07/2019)
    Name of 5year 3year 12 month
    company Value(invested ) Value(invested) Value(invested)
    Titan 1,55,028(60,000) 72,065(36,000) 15,668(12,000)
    158% 100.18% 30%
    Bajaj finance 275350 77790 15564
    358% 116% 29%
    Bata india 133711 72945 15558
    122.85% 102% 29%
    Reliance 120284 56567 12595
    100% 57% 5%
    Havells india 115730 52056 13400
    93% 46% 7%
    12
    What is Rupee Cost Averaging ?

     The markets are volatile : they move up and down in an


    unpredictable manner.
     Invest a fixed amount, at regular, predetermined
    intervals and use the market fluctuations to your benefit.
     How does it help you :
    1. You buy less when the market is up. You buy more
    when the market is down
    2. Overtime the market fluctuations are averaged
    3. Most likely you will realize a saving on the cost per unit
    4. This may lead to HIGHER RETURNS
    13
    Three common reasons for not
    investing

     I don’t have enough money to invest


     I am too busy making money to worry about managing
    it
     I don’t have the time or expertise to follow the market
    movements and make investments at the right time.

    SIP in direct equity(share)


    is the only answer to all reasons.

    14
    Systematic Investment Plan

    The Smart Law of Averages

     Invest regularly and periodically instead of Lumpsum / 1


    time investment.

     For example , if you have Rs. 60000 to invest – you can


    either do a one time investment or alternatively you can
    spread the investment amount over a period of time say
    Rs. 1000 every month for 12 months or Rs.10,000 every
    month for 6 months.
    15
    How to make Sip work for you ?

     Set your financial goals


     Decide the SIP amount
     Look for a long term commitment
     Aim for the big picture
     Start investing.

    16
    Thank You

    17

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