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CA SACHIN BAHLοΏ½Wealth Creation

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The Nifty 50 index is a well-diversified 50 companies index reflecting overall market conditions.

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HDFC SHARE HOLDING

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TYPES OF INCOME

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  • 1. Earned income / Active income

Did you get paid to babysit, mow lawns or deliver newspapers as a kid? Even then, you were earning income.

Earned income is exactly what it sounds like: It’s money you earn by workingβ€”either for yourself, someone else or a business you own. It’s also called β€œactive income” because you actively perform a service for it.

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  • 2. Passive income

Want to make money while you sleep? It’s possible to make money without actively working for it. That’s why it’s considered unearned or passive income. Rental income and income from royalties and limited partnerships are some examples of passive income.

οΏ½ 3. Portfolio income

  • A financial portfolio is a collection of your monetary assets. And portfolio or investment income can include interest, dividends and capital gains on investments.

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  • Type of people in share market.

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  • Gambler, Arbitrage, Investor and trader.

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  • Share bazar mai lakhpati banna bada aasan hai provided aap crorepati hone chahiye.
  • Do your own research and work in share market.
  • Don’t believe in tips, tip toh hotel mai chalti hai janab.
  • 2 Log baat kar rahe the – usko kuch log sun rahe the – ek ne kaha sbi ko bye karde bahar walo ne suna sbi ko buy karle, isiliye kehte hai don’t believe on rumors.
  • Result aane se pehle ya news aane se pehle he saari movement ho jaati hai, uske baad toh thoda sa he bachta hai asar news ka.
  • Agar profit hai 5L toh bhi client ko mana kar doge aur agar 5L loss hai toh bhi mana kar doge

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  • Wipro Example Rs 10000 turn to be Rs 1200 Crore.
  • No of Shares 2.56 Cr price 500 = 1,280 Cr
  • Dividend Received More then Rs 169 Crore.

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  • The November 2023 mutual fund industry data released by Association of Mutual Funds in India (AMFI) highlighted some key insights. While mutual fund industry’s assets under management (AUM) reached β‚Ή49.04 lakh crore in the month, equity funds witnessed net inflows marking it the 33rd consecutive month of net inflows.

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COMPOUNDING

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  • CompoundingΒ is the process in which an asset's earnings, from either capital gains or interest, are reinvested to generate additional earnings over time.
  • Compound annual growth rate, or CAGR, isΒ the mean annual growth rate of an investment over a specified period of time longer than one year.

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Indian Equities have outperformed all other asset classes over the long run; ~15% returns over 20 years

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Index

Compound Annualized Returns (%) – as on 31-Dec-2023

1Y

3Y

5Y

10Y

15Y

20Y

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India – Equity (Nifty 50 TRI)

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21.3

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17.2

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16.2

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14.6

15.5

14.5

US – Equity

(S&P 500 TRI in INR)

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27.7

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15.0

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20.0

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15.5

18.3

13.1

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Gold (in INR)

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15.2

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7.7

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14.0

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8.8

9.9

11.7

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Real Estate*

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3.3

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5.3

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5.0

4.6

6.6

9.1

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Debt*

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7.0

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5.0

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6.6

7.3

7.1

7.2

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Compouning Effects

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10 Year

15 Years

20 Years

Debt

2,02,000

2,79,000

4,01,000

Real Estate

1,56,000

2,60,000

5,70,000

Gold

2,32,000

4,12,000

9,14,000

US Equity

4,22,000

12,43,000

11,72,000

India Equity

3,90,000

8,68,000

15,00,000

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If 30 year then 66,00,000 @ 15 CAGR

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Indian Equities – The long term story…

13.9% i.e 77 times in last 33+ years

24,000

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21,000

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18,000

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15,000

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12,000

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9,000

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6,000

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3,000

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0

Source: MFI, FundsIndia Research. Updated as on 31-Dec-2023

Jul-90

Jan-91 Jul-91 Jan-92 Jul-92 Jan-93 Jul-93 Jan-94 Jul-94 Jan-95 Jul-95 Jan-96 Jul-96 Jan-97 Jul-97 Jan-98 Jul-98 Jan-99 Jul-99 Jan-00 Jul-00 Jan-01 Jul-01 Jan-02 Jul-02 Jan-03 Jul-03 Jan-04 Jul-04 Jan-05 Jul-05 Jan-06 Jul-06 Jan-07 Jul-07 Jan-08 Jul-08 Jan-09 Jul-09 Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12 Jan-13 Jul-13 Jan-14 Jul-14 Jan-15 Jul-15 Jan-16 Jul-16 Jan-17 Jul-17 Jan-18 Jul-18 Jan-19 Jul-19 Jan-20 Jul-20 Jan-21 Jul-21 Jan-22 Jul-22 Jan-23 Jul-23

Nifty 50 (Since July - 1990)

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Mid & Small Caps have delivered 20-22% returns in the

last 10 years…

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Index

Compounded Annualized Returns (%) – as on 31-Dec-2023

1Y

3Y

5Y

10Y

15Y

20Y

Large Cap

S&P BSE Sensex TRI

20.3

16.2

16.3

14.5

15.9

15.1

Nifty 50 TRI

21.3

17.2

16.2

14.6

15.5

14.5

Nifty 100 TRI

21.2

17.2

15.9

14.8

16.1

14.8

Mid Cap

S&P BSE Mid Cap TRI

47.2

28.7

20.5

20.1

19.2

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Nifty Midcap 150 TRI

44.6

30.7

23.1

22.0

21.6

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Small Cap

S&P BSE Small Cap TRI

48.8

34.4

25.1

21.7

19.2

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Nifty Smallcap 250 TRI

49.1

33.4

22.9

20.3

19.2

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Flexi Cap

Nifty 500 TRI

26.9

20.3

17.5

16.1

16.6

15.0

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Quotes

  • An investment in knowledge pays the best interest.

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What to do is as equal important as what not to do

  • Not to do trading if you cant spare your full time or you cant do systematic trading in a discipline manner.
  • 90% people are in loss as we can see as we file ITR and through our personal experience also.
  • DISCUSS HERE SEBI REPORT.

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PRINCIPAL OF LONG TERM INVESTING

  1. Start Saving Today.
  2. Diversify your portfolio.
  3. Minimize fees.
  4. Ride a winner and seller a loser.
  5. Don’t chase a hot tip.
  6. Set up a purchase plan and stick with it.
  7. SIP in share also – Like Small Case.
  8. Do your own research.
  9. Investigate before you invest.
  10. Rebalance on a particular interval.
  11. Stay Focus on companies having strong fundamentals.

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Principal of Trading

  1. Always use a trading plan – Set of rules specify entry, exit.
  2. Treat trading like a business.
  3. Use technology to your advantage.
  4. Protect your trading capital.
  5. It is all in mind, so never panic.
  6. Become a student of a market.
  7. Risk only what you can afford to lose.
  8. Always use a stop loss.
  9. Be realistic in your expectation.
  10. Cost and taxes matters a lot.

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OPPORTUNITIES / TRENDING

  • IPO – SME / MAIN BOARD
  • FPO
  • PRE IPO
  • AIF

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OVERVIEW

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ROLE OF CA - IPO

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CA EARNING OPPORTUNITY

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EVENT TRADING

  • Special Events – Elections, Budget, Monetary Policy, War ect
  • High Volatility, High VIX
  • Buy straddle.
  • Can buy Call or put at different strike price.

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Algo Strategy

  • Make straddle and apply stop loss at both side at different time by dividing your capital.

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US MARKET MUTUAL FUND

  • Motilal Oswal S&P 500 Index Fund Direct Growth – Microsoft 7%, Apple 7%, Amazon 3.5%, Google 2%, Facebook 2%
  • ICICI Prudential US Bluechip Equity Direct Plan Growth.
  • Motilal Oswal NASDAQ 100 ETF - Growth

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IRON FLY STRATEGY

  • An Iron Butterfly Strategy or Iron Fly Strategy isΒ an options trading strategy that combines multiple calls and put options to devise a market-neutral strategy. Iron Fly Option Strategy involves running a short call spread and a short put spread simultaneously. The spread converges at a middle strike price.

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STOCKS THAT DOUBLE IN EVERY 4 YEARS

  • Before going ahead, here is a disclaimer that past performance does not guarantee the future price movement of stocks. Therefore, investors should consult their financial advisors before taking any positions.
  • TITAN
  • PIDILITE
  • ASIAN PAINT
  • RELAXO
  • VINATI ORGANIC

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Stocks Created Wealth Recently

  • Unitech Rs .5 to 20 from 2019 to 2024.
  • Suzlon Rs 2 to 50 from 2019 to 2024.
  • TTML Rs 3 to 300.
  • TATA Motor Rs 70 to 900 from 2020 to 2024.
  • Reliance Rs 1000 to Rs 2900 from 2020 to 2024.

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Best Dividend Paying Stocks

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Taxability of Shares

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Listed Shares

Long Term

(Holding more than 1 year)

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STT Paid

Taxable @ 10% u/s 112A

1 Lakh Exemption is allowed

Slab Benefit Available to Resident

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Short Term

(Holding for less than 1 Year)

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STT Paid

Taxable @ 15% u/s 111A

No 1 Lakh exemption

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Slab Benefit available to Resident

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Unlisted Shares

Long Term

(Holding more than 2 year)

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STT Not Paid

Taxable @ 20% with Indexation u/s 112

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Slab Benefit Available to Resident

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Short Term

(Holding for less than 2 Year)

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STT Not Paid

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Taxable @ slab rate u/s 112

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Slab Benefit Available to Resident

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How to Save Tax on sale of shares??

Invest in Residential House Property Section u/s 54F

- Allowed to only Individual / HUF.

- Capital Gains should be long term.

- Investment: Purchase a Residential house within 1 year before or 2 year after the date of transfer of shares or constructed within 3 years after the date of transfer

- Investment in Residential House Property (only one house)

- Maximum Investment can be 10 crores.

- Exemption = Capital Gains / Net Consideration x Investment Amount

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How to Save Tax on sale of shares??

SHARES KE BADLE APNA GHAR

Section 54F

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How to Save Tax on sale of shares??

Invest in 54EE Bonds (only long term)

- Investment should be made within 6 months after the date of transfer

- Investment should be in the long term specified asset.

- Maximum exemption we can claim is 50 lakhs.

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SHARES KE BADLE BONDS

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THANK YOU

CA SACHIN BAHL

9990755437

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