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Birla Sunlife Portfolia management
 Ikram Vora-26
Introduction of Birla 
Sun Life 
A Joint Venture between the Aditya Birla Group and Sun Life Financial 
Inc. 
Its operations has contributed significantly to the growth and 
development of the Life Insurance industry in India. 
It pioneered the launch of Unit Linked Life Insurance Plans (ULIP) 
amongst the private players in India.
Portfolio Management Service 
In Simpler terms can also be referred as Investment Management. 
Successful Investing demands expertise and time. 
Investments need to be evaluated continuously and strategies are 
formed accordingly.
PMS Broadly Covers…….. 
Risk profile and client analysis. 
Goal setting. 
Asset Allocation. 
Measuring & Evaluating Performance.
Asset Classes 
Equity Debt 
Mutual 
Fund 
Insurance
Equity Market 
Primary 
Market 
New Securities 
Raising fresh 
resources 
All companies can 
Enter 
Subject to outside 
control by SEBI, 
SE, & Companies 
Act 
Secondary 
Market 
Existing Securities 
Transfer of 
Securities 
Only Listed 
Company can be 
traded 
Subject to control 
by SEBI & Stock 
Exchange
Initial Public Offering (IPO) 
It is simply referred as an "offering" or "flotation,“ when a company 
issues common stock or shares. 
IPO can be a risky investment. 
IPOs are of companies going through a transitory growth period.
Reasons for Listing 
Initial Subscription amount goes directly to the company coming out 
with IPO. 
The company is never required to repay the capital. 
Once a company is listed, it will be able to issue further shares via rights 
issue, thereby again providing itself with capital required for expansion.
Cellular Players 
 Leader : Airtel 
 Challenger : Vodafone 
 Follower : Idea, Reliance, 
BSNL,Aircel,Tata etc 
 Nicher : Loop (Now Part of Airtel)
Benefits of an IPO 
(From Investors point of View) 
IPOs are attractive mainly because they may be undervalued. 
IPOs are more attractive for investors as they are offered at a low rate 
(Price band).
Indian Debt Market 
Debt market refers to the financial market where investors buy and 
sell debt securities, mostly in the form of bonds. 
India debt market is one of the largest in Asia. 
Returns are risk-free. 
Indian debt market can be classified into two categories: 
 1) G-Sec Market 2) Bond Market
Debt Instruments
Insurance 
Insurance is the act of providing assurance against a possible loss 
It’s a business growing at the rate of 15-20 per cent annually 
Nearly 80 per cent of Indian population is without life insurance cover 
Insurance is generally considered as tax-saving device instead of its 
other implied long term financial benefits.
Mutual Funds 
It allows a group of investors to pool their money together. 
A fund manager is responsible for investing the pooled money into 
specific securities. 
Diversification of Portfolio.
Concept of Mutual Fund
Sponsor 
Trustee 
AMC 
3-Tier Structure
Calculation of NAV 
Mkt Value +Receivables+Accr. Income– Liab-Accr. Expenses 
Number of Outstanding units 
Example : 
If NAV on 
Jan 1, 2014 was Rs. 12.75 
June 30, 2014 was Rs. 14.35 
Percentage change in NAV 
= (14.35-12.75)/12.75*100=12.55% 
Annualized return=12.55*12/6=25.10%
FUNDAMENTAL ANALYSIS 
Fundamental analysis is the examination of the underlying forces that 
affect the well being of the economy, industry groups, and companies. 
APPROACHES : 
Top-down approach 
Bottom-up approach
Contd.. 
Fundamental analysis includes 
Economic Forecast 
Company Analysis 
Business Plan 
Management 
Financial Analysis
TECHNICAL ANALYSIS 
Technical analysis is all about studying stock price graphs and a few 
momentum oscillators derived thereof. 
It is the examination of past price movements to forecast future price 
movements.
TYPES OF CHARTS
Candlestick
Bar Chart
SECTORAL ANALYSIS 
The sectors we covered are as follows: 
Banking 
Telecom 
Auto 
Cement
Future Prospects of Banking 
Private sector Banks, are likely to face penetration concerns. 
Entry of foreign banks and the acquisition of stake in Indian private banks. 
Cabinet's approval to allow PSU banks to bring down the Govt. stake below 51%. 
Major Operators and Top Performing Banks in India 
Public Sector Banks Private Sector Banks Foreign Banks 
State Bank of India HDFC Bank Citi Bank 
State Bank of Mysore UTI Bank Standard Chartered Bank 
Allahabad Bank ICICI Bank HSBC Bank 
Vijaya Bank Axis Bank ABN Amro Bank 
Punjab National Bank Centurion Bank of Punjab American Express Bank 
Dena Bank Kotak Mahindra Bank
Future Prospects of Telecom 
 Demand & Internet Services 
 Subscriber base of 500 Mln. 
 Upcoming Services (4G,VOIP)
Future Prospects of Auto 
Indian auto industry is saw 10-12 percent sales growth in 2010. 
 New players entering the Indian small car market. 
Increasing penetration of global original equipment manufacturer. 
By 2016 automotive sector would contribute 10% to GDP as from current level 
of 5%.
overview of Cement sector 
Cement consumption in India is forecasted to grow by 25% by 
2010-11. 
Among the states, Maharashtra has the highest share in 
consumption at 13.5%, followed by Uttar Pradesh. 
Housing Sector is expected to remain the largest cement 
consumer in coming years.
Case Study: Mock stock
RECOMMENDATION 
• One should start financial planning and investing early. 
• Take advice of professional fund managers if the investor does not have 
appropriate knowledge about the financial market. 
• Regularly analyse investments and track their performance.
Thank You

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Birla Sunlife Portfolia management

  • 3. Introduction of Birla Sun Life A Joint Venture between the Aditya Birla Group and Sun Life Financial Inc. Its operations has contributed significantly to the growth and development of the Life Insurance industry in India. It pioneered the launch of Unit Linked Life Insurance Plans (ULIP) amongst the private players in India.
  • 4. Portfolio Management Service In Simpler terms can also be referred as Investment Management. Successful Investing demands expertise and time. Investments need to be evaluated continuously and strategies are formed accordingly.
  • 5. PMS Broadly Covers…….. Risk profile and client analysis. Goal setting. Asset Allocation. Measuring & Evaluating Performance.
  • 6. Asset Classes Equity Debt Mutual Fund Insurance
  • 7. Equity Market Primary Market New Securities Raising fresh resources All companies can Enter Subject to outside control by SEBI, SE, & Companies Act Secondary Market Existing Securities Transfer of Securities Only Listed Company can be traded Subject to control by SEBI & Stock Exchange
  • 8. Initial Public Offering (IPO) It is simply referred as an "offering" or "flotation,“ when a company issues common stock or shares. IPO can be a risky investment. IPOs are of companies going through a transitory growth period.
  • 9. Reasons for Listing Initial Subscription amount goes directly to the company coming out with IPO. The company is never required to repay the capital. Once a company is listed, it will be able to issue further shares via rights issue, thereby again providing itself with capital required for expansion.
  • 10. Cellular Players  Leader : Airtel  Challenger : Vodafone  Follower : Idea, Reliance, BSNL,Aircel,Tata etc  Nicher : Loop (Now Part of Airtel)
  • 11. Benefits of an IPO (From Investors point of View) IPOs are attractive mainly because they may be undervalued. IPOs are more attractive for investors as they are offered at a low rate (Price band).
  • 12. Indian Debt Market Debt market refers to the financial market where investors buy and sell debt securities, mostly in the form of bonds. India debt market is one of the largest in Asia. Returns are risk-free. Indian debt market can be classified into two categories:  1) G-Sec Market 2) Bond Market
  • 14. Insurance Insurance is the act of providing assurance against a possible loss It’s a business growing at the rate of 15-20 per cent annually Nearly 80 per cent of Indian population is without life insurance cover Insurance is generally considered as tax-saving device instead of its other implied long term financial benefits.
  • 15. Mutual Funds It allows a group of investors to pool their money together. A fund manager is responsible for investing the pooled money into specific securities. Diversification of Portfolio.
  • 17. Sponsor Trustee AMC 3-Tier Structure
  • 18. Calculation of NAV Mkt Value +Receivables+Accr. Income– Liab-Accr. Expenses Number of Outstanding units Example : If NAV on Jan 1, 2014 was Rs. 12.75 June 30, 2014 was Rs. 14.35 Percentage change in NAV = (14.35-12.75)/12.75*100=12.55% Annualized return=12.55*12/6=25.10%
  • 19. FUNDAMENTAL ANALYSIS Fundamental analysis is the examination of the underlying forces that affect the well being of the economy, industry groups, and companies. APPROACHES : Top-down approach Bottom-up approach
  • 20. Contd.. Fundamental analysis includes Economic Forecast Company Analysis Business Plan Management Financial Analysis
  • 21. TECHNICAL ANALYSIS Technical analysis is all about studying stock price graphs and a few momentum oscillators derived thereof. It is the examination of past price movements to forecast future price movements.
  • 25. SECTORAL ANALYSIS The sectors we covered are as follows: Banking Telecom Auto Cement
  • 26. Future Prospects of Banking Private sector Banks, are likely to face penetration concerns. Entry of foreign banks and the acquisition of stake in Indian private banks. Cabinet's approval to allow PSU banks to bring down the Govt. stake below 51%. Major Operators and Top Performing Banks in India Public Sector Banks Private Sector Banks Foreign Banks State Bank of India HDFC Bank Citi Bank State Bank of Mysore UTI Bank Standard Chartered Bank Allahabad Bank ICICI Bank HSBC Bank Vijaya Bank Axis Bank ABN Amro Bank Punjab National Bank Centurion Bank of Punjab American Express Bank Dena Bank Kotak Mahindra Bank
  • 27. Future Prospects of Telecom  Demand & Internet Services  Subscriber base of 500 Mln.  Upcoming Services (4G,VOIP)
  • 28. Future Prospects of Auto Indian auto industry is saw 10-12 percent sales growth in 2010.  New players entering the Indian small car market. Increasing penetration of global original equipment manufacturer. By 2016 automotive sector would contribute 10% to GDP as from current level of 5%.
  • 29. overview of Cement sector Cement consumption in India is forecasted to grow by 25% by 2010-11. Among the states, Maharashtra has the highest share in consumption at 13.5%, followed by Uttar Pradesh. Housing Sector is expected to remain the largest cement consumer in coming years.
  • 31. RECOMMENDATION • One should start financial planning and investing early. • Take advice of professional fund managers if the investor does not have appropriate knowledge about the financial market. • Regularly analyse investments and track their performance.