23. 9 All time high & correction begins 22% one-day decline in US, no linkage then Start of five-year bull market Asian Crisis; Unaffected Harshad Mehta Scam Tech bull market & bust First Major Bull Market Long Term really matters!! Annual returns 17.6% for equity index BSE Sensitive Index Deep corrections do not matter for long-term investors Padmavati Wealth Advisors Figures as of July 2008; Data Source: Bloomberg; Analysis: In house
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25. Longer the time frame, the greater is the reduction in risk without an impact on returnsReturns % Effective Annual Returns % Padmavati Wealth Advisors Source: Bloomberg; Analysis: as of July 31, 2008
33. Power of Compounding (An Example) 13 25 year old Preeti invests Rs.10000 annually for 10 years and stops. She does not withdraw any money. Rohit begins investing at 35 a similar amount of Rs.10000 annually. He invests for the next 25 years and he too does not withdraw any money. 76.9 lacs 24.6 lacs P.S : 1) Assumed Rate of Return: 13% CAGR 2) Its doesn’t give any guarantee of future returns Padmavati Wealth Advisors
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35. Start early to reap maximum benefits 15 Value in Rs lacs Rs 1000 a-month investment till age 55 Portfolio value reckoned at age 60 Asset Allocation: Equity 70% and Fixed Income 30% Returns based on historical average. In the equity, based on the Sensex and in the Fixed income, based on the government bond yield Returns assumed 15.3% Starting age of investing From age 25, Rs 1000-a-month could deliver Rs 1.55 crore at age 60 Padmavati Wealth Advisors
37. Past Performance of Equity Schemes Source: Value Research, as on Dt 9th sept 2009 Padmavati Wealth Advisors 17
38. Back Testing Results Padmavati Wealth Advisors 18 Figures as of July 2008; Data Source: Bloomberg;
39. Rich Dad V/S Poor Dad 19 Income Statement Income Statement Balance Sheet Balance Sheet Padmavati Wealth Advisors
40. How Qualified Advisor can Make a Difference? Padmavati Wealth Advisors 20 Source: Value Research 3 Yrs CAGR Returns
41. Padmavati Wealth Advisors 21 Mutual fund investments are subject to market risks. Please read the offer document carefully before taking an investment decision. Risk Factors: All mutual funds and securities investments are subject to market risks, and there can be no assurance or guarantee that fund's objectives will be achieved. NAV may go up or down, depending on the factors and forces affecting the securities market. There is uncertainty of dividend distribution and risk of capital loss Disclaimer
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