What is Dematerialization? Dematerialization is the process of converting physical share certificates, mutual fund, bonds or any other financial instrument into electronic form. An Investor who needs to dematerialize his/her shares needs to open a demat account with Depository Participant (DP) registered with NSDL and /or CDSL. Typically – stock brokers. These physical shares are…
The Power of Liquidity in Stock Markets
Remember the number of times you dipped into that coin box we all have at our homes? It’s the best form of contingency reserve to pay small (or often big) bills. Such boxes keep life moving when everything else fails. Isn’t it? Liquidity in stock markets is like that coin box. It can bail you…
Gravita India Stock Analysis
Price – Rs. 60.00 View: Buy Gravita India Limited (“Gravita India” or the “Company”) is a leading global secondary metal producing company. The Company provides diversified range of product for variety of application in over 50 countries, globally. The Company’s product caters to the auto, telecom, and power, nuclear and medical industry. Gravita derives 58%…
D-Mart – IPO Review
View – Buy / Subscribe About D-Mart IPO Issue – D-Mart IPO will open on 8 March and close on 10 March. The upcoming IPO is one of the most anticipated offers this year, primarily because the Company is promoted by Radhakishan Damani. D-Mart IPO will raise Rs. 1,870 Cr. by issuing new shares, priced in…
Expected Return in Large Cap Stocks
I have consistently advocated investing in large cap stocks for the last about 2 years. Naturally, I find it hard to agree with those who have an overwhelmingly clear view that – Companies belonging to a large index like the Nifty and the BSE Sensex are a waste of time. Somebody recently asked me my…
Swelect Energy Systems Stock Analysis
Date – 20 February 2017 Price – Rs. 345.00 View – BUY Swelect Energy Systems (“Swelect Energy” or the “Company”) is a leading Chennai based manufacturer of power electronics and renewable energy. Swelect Energy operates primarily across 4 major segments, namely, contract manufacturing, solar energy systems/ services, foundry and others. WHAT’S GOING FOR THE STOCK…
The Impact of Different Fee Structures in PMS Schemes
Related articles on expense ratio: Mutual Funds Expense Ratio Comparison – Direct and Regular Plans How to Buy Online Mutual Fund Plans Expense Ratio’s Effect on Your PMS Returns Unlike mutual funds where expense ratio for each fund is pre-decided for every investor, in a PMS scheme, investors can choose from different fees/structure offered by…
Motilal Oswal Value Strategy PMS Review
Product: Motilal Oswal Value Strategy PMS “Value PMS” Focus: deliver higher returns by making investments in successful businesses managed by efficient management. Concentration: The portfolio typically consists of 15-20 large cap stocks. Ideal for: Ideal for investors looking to invest in large cap companies for long term wealth creation view. Note: Not more than 10-12%…
Financial Advisory vs. Portfolio Management Fees & Expense Comparison
Since I started my firm 6 years back, I have come across all sorts of clients – those who prefer to invest in mutual funds and PMS schemes and those who prefer to invest directly in stocks. What is your preferred way of investing (how you invest most of your money): — Rajat Sharma (@SanaSecurities)…
Mutual Funds Expense Ratio Comparison – Direct and Regular Plans
Expense Ratio: the amount an investor pays to a fund manager every year to manage his money. Expenses include fund management fee, agent commissions, registrar fees, and selling and promotional expenses. Note: According to regulation 52 of SEBI Mutual Fund Regulations, there are limits on the total expense ratio (which includes investment management and advisory fees) charged by mutual…
3 Stocks That Did Not Work – The Mess In My Portfolio!
Disclaimer: I am holding these stocks in my portfolio. Over the past few months, I have been asked much about the stocks that I recommended and which did not perform in comparison to stocks that outperformed even my own estimates. Of course, every portfolio will have some underperformers. So, here’s the top 3 stocks that…
Sintex Industries Stock Analysis
CAVEAT: In March 2015, about 52% of the promoters equity was pledged, which has gradually reduced to 47% in March 2016 and 40.24% currently. PRICE: Rs. 81.15 VIEW: BUY Sintex Industries (“Sintex” or the “Company”) has a strong presence in the plastic processing and fabric manufacturing industries. The Company enjoys a global presence through its…