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    ACE Seminar Presentation v3 0

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    Hiren Parekh

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    © All Rights Reserved
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    ACE Seminar Presentation v3 0

    Uploaded by

    Hiren Parekh
    4 views35 pages

    Copyright

    © © All Rights Reserved

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    PPTX, PDF, TXT or read online from Scribd

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    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    4 views35 pages

    ACE Seminar Presentation v3 0

    Uploaded by

    Hiren Parekh

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    of 35

    Motilal Oswal – Welcomes You

    WHY TO INVEST ???


    Value of Money over time
    Impact of inflation on monthly Value of Rs. 100,000 over time
    expenses of Rs. 30,000 today
    100,000

    79,599
    78,353
    62,368

    48,102
    38,288
    37,689
    30,000

    Today 5 years 15 years 20 years Today 5 years 15 years 20 years

    At inflation of 5%

    As investors we need to beat Inflation


    Different asset classes for
    Investing
    Why Equity?
    Equity gave Superior Returns

    6.75 Crores – Sensex @ 16 %

    37.52lakhs-Bank FD@ 8%

    26.47 lakh - Gold @ 7%

    8.87 lakhs
    Bank SB A/c @ 4%
    2 Lakhs

    1979 2017
    Investor behavior ?
    Investors timing go wrong

     History shows that most investors have got their investment timing wrong
     Most investors “think alike”
    April 2003 – Rs. 31

    Feb 2018 – Rs. 1116.00

    More than 36 times Growth


    June 2000 – Rs. 109
    Feb 2018 – Rs. 3,500

    More than 32 times


    29th Jan 2018 - Nifty @ 11171

    Today ? Nifty @ 10195


    Now the latest ??
    NIRAV MODI – GITANJALI gems – PNB Scam ??
    Negative Global and Domestic Events Post
    1990
    • 1991- Balance of Payment Crisis in India
    • 1999 -- Kargil War
    • 2000 -- Dotcom bubble crisis
    • 2001 – Twin tower attack-markets collapse
    • 2003 - Iraq War Crisis
    • 2007 -- US Subprime crisis
    • 2008 -- Fall of Lehman Brothers
    • 2008 - 2014 -- High Inflation and Interest Rates, High Fiscal Deficit,
    Current Account Deficit, Currency Volatility
    What Happened ? (2015-2017)

    • BREXIT

    • US ELECTIONS

    • DEMONITISATION

    • RBI- NPA

    • GST
    Opportunity

    2010 –
    European Debt
    Crisis

    2016
    BREXI
    T&
    DEMO
    NITISA
    TION
    2008 –Fall of
    Lehman
    Brothers
    Stock market is a barometer of the
    ECONOMY
    OPPORTUNITY in 2018 - Equity Market

    POST GLOBAL Taper Crises (2013) Current


    RECESSION (2010)

    GDP 8.50 % 5.10 % 7%


    CPI INFLATION 9.40 % 9.50 % 4.70 %
    FX RESERVE ($ 297 276 421
    bn)
    Current Account 3.30 % 4.70 % 1.50 %
    Deficit

    Fiscal Deficit Target 6.5 % 4.80 % 3.2 %

    Crude Oil (per $94 $ 116 $ 65


    barrel)
    Current Market Update

    India Rating Upgrade

    • Moody's upgraded India's sovereign credit rating to Baa2 from


    Baa3
    Equity Market Outlook
    February 2018
    Nifty Earnings Outlook
    Valuation
    • Bull markets are about valuations, not absolute levels.
    Current Market Update

    • Strong MF inflows in CY - 2017

    15.1

    5.0
    Valuation
    ACE PRODUCT
    Advise & Combination Equity

    24
    Types of Investing
    Value v/s Growth Investing

    sti ng
    v e
    wt h In
    Gro

    Mean

    sti ng
    nv e
    u eI
    Val

    25
    Stock Selection Process
    NO COMPROMISE ON THE PROCESS; ensuring that the algo delivers a strong performance

    Criteria for Portfolio Creation (Stock Entry)


    1. Only MOSL Research coverage stocks chosen
    2. Only stocks with market cap >INR 1000 cr market cap selected

    3. Algo determines a Fair Price to every stock and only stocks with 30% gap from CMP and Fair Price are
    picked up.

    4. Not more than 20% invested in a single stock and not more than 20% in a sector
    5. Portfolio is bought is 4 equal Tranches and balanced money is parked in Liquid bees.

    Criteria for Exit from a Stock -


    1. Corporate governance issues in the company
    2. Target/Exit level as per algo is reached
    3. Stock does not have potential to grow (CMP is close to fair price)
    ACE – a complete product for equity investing..
    Investors looking for professionally managed funds

    WHO IS IT FOR?? Investors having moderate to high risk appetite

    Investors with an investment horizon of 1.5 to 3 yrs

    100% transparency with 24*7 tracking

    Low investment amount


    Customer
    Benefit No Human intervention or emotional bias in stock selection

    Easy liquidity – anytime entry & exit without any load

    Personalized portfolios hence no impact of bulk withdrawals or infusion of funds

    Benefit of Corporate actions – Dividends, Split, Bonus etc


    Benefit over MF
    All transactions are transparent and are well intimated in advance before they are executed

    Algorithmic portfolio management eliminates risk of leaving portfolios in the lurch


    ACE - performance highlights..
    1000+ clients in ACE within 6 months

    AUM of 63+ crs in <6M with addition of 10+ crs every month

    Top 5 scrip exits at 36% return within 6M

    Absolute Nifty
    Month Returns Returns AUM (in Crs)
    Sep-17 3.93% 2.59% 17.99
    Investment Month

    Oct-17 5.03% 1.85% 25.87


    Nov-17 1.99% -3.67% 33.93
    Dec-17 -2.73% -3.25% 41.55
    Jan-18 -3.92% -4.77% 53.90
    Feb-18 -1.51% 0.09% 63.43
    29
    LIVE PORTFOLIO 1.1

    30
    LIVE PORTFOLIO 1.2

    31
    6 easy ways to confirm your orders
    1. Notification on MO Investor App – Just click on Execute button

    2. Login to MO Investor Web – Just click on Execute on order


    confirmation window

    3. Email on registered email address – Just click on the link given in


    email address

    4. SMS on registered mobile number – Just click on the link in the


    SMS

    5. Auto Call on your registered mobile number (Incoming number


    +91 22 38025628) – Just press 1 on your keypad

    6. Confirm your orders through your Dealer/Advisor – Provide OTP to


    your dealer/advisor
    ACE – Advice on Combination Equity

    Prepackaged algo based advisory product – we invest your money


    directly in equity portfolio

    Completely transparent – every trade is executed only after client’s


    confirmation

    Zero Lock in & partial withdrawal facility – no exit load and client
    can withdraw money in parts if needed anytime

    Lower ticket size - helps you to take baby steps into equity investing

    Real time tracking – track your ACE portfolio 24x7 from web and app
    Charges, Commercials & Other terms
    Activity Steps ACE – Cash • The subscription fees
    Rs.20,000 + 18% would be renewed every
    Advisory Fees GST year and would be
    automatically debited
    Minimum from ledger post
    Investment Rs.5,00,000/-
    completion of 1 (One)
    year
    Multiples of
    TOP up amount Rs.2,00,000/- • During result season,
    there will be a no buy
    period for 35 days.
    Brokerage Delivery - 0.5% During this period any
    investment done by client
    Full or Partial (Upto would be invested in
    liquid bees until the result
    Withdrawal 40% of portfolio period is over.
    value)
    Subscription is Rs 20000 + GST Rs 3600
    = Rs. 23600

    Just for Today!!!


    Subscribe for just Rs 20000/-
    including GST

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