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FUNDAMENTALS OF INVESTING
WIRC – ICAI Capital Market Summit 2017
March 25, 2017 CA. Nipun Mehta
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! INVESTING Vs TRADING
March 25, 2017 CA. Nipun Mehta
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+After One Makes Money on Stock Markets
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! TIPS Vs RESEARCH
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! Value Vs Growth
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+Investing Secrets
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! PORTFOLIO DIVERSIFICATION Vs
ASSET ALLOCATION
! DEBT OR EQUITY
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+Significance of Asset Allocation
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! MUTUAL FUNDS Vs DIRECT EQUITY
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+Mutual Fund Investing
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+Equity Investing
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+Equity Investing
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! FUNDAMENTALS Vs TECHNICALS
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+Fundamentals Vs Technicals
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! INVESTING SURPLUS Vs LEVERAGING
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+Investing Insights
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! LARGE CAPS Vs MIDCAPS Vs SMALL CAPS
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+Valuations
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RETURNS (Jan-Mar 2017)
P/E Multiple
Sensex 9.7% 22.3x
Mid Cap Index 13% 30.2x
Small Cap Index 14.4% 64.5x
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! THANK YOU
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