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PRESENTED BY ;-
Vikram Singh Rathore
 Income(per   year)   480000
 Less:- exp.          114000
 Total savings        366000
 House rent (4000pm)     48000
 Phone charge (1000pm)   12000
 Transport (1000pm)      12000
 Entertainment(1000pm)   12000
 Shopping(2000pm)        24000
 Other exp.(500pm)        6000

Total exp.                180000
 Equity
 Derivatives
 Bonds
 Mutual  funds
 Commodities
 T-bills
Investm   Compani Investm    Portfolio Rate of   Net profit
ent       es      ent        Duration Return
option            amount


Mutual    ICICI   1,00,000   3 Year    19.55%    58650
fund


Share             1,66,000   2 year


Fixed     UBI     1,00,000   3 year    9.5%      28500
deposit
 ICICI    gives higher return on the investment

 It’s   involving higher risk but return is also
  higher
 High   Return

 More   risk
 No   risk

 Optimum     utilization of fund
 Profit from share:-
 Profit from mutual fund :-   58650
 Profit from fixed deposit :- 14250
  Total profit                 98265
Fsd ppt

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Fsd ppt

  • 1. PRESENTED BY ;- Vikram Singh Rathore
  • 2.  Income(per year) 480000  Less:- exp. 114000  Total savings 366000
  • 3.  House rent (4000pm) 48000  Phone charge (1000pm) 12000  Transport (1000pm) 12000  Entertainment(1000pm) 12000  Shopping(2000pm) 24000  Other exp.(500pm) 6000 Total exp. 180000
  • 4.
  • 5.  Equity  Derivatives  Bonds  Mutual funds  Commodities  T-bills
  • 6. Investm Compani Investm Portfolio Rate of Net profit ent es ent Duration Return option amount Mutual ICICI 1,00,000 3 Year 19.55% 58650 fund Share 1,66,000 2 year Fixed UBI 1,00,000 3 year 9.5% 28500 deposit
  • 7.  ICICI gives higher return on the investment  It’s involving higher risk but return is also higher
  • 8.  High Return  More risk
  • 9.  No risk  Optimum utilization of fund
  • 10.  Profit from share:-  Profit from mutual fund :- 58650  Profit from fixed deposit :- 14250 Total profit 98265