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Basics of Investing- 1
Somebody is taking your wealth away 
from you Slowly and Silently ? 
And May be you do not even know 
about this…
MR. X earns 8 % interest on his money and has to pay 10 % as account maintenance 
charges . Calculate his profit/loss in 5...
Mr. X would loose around 2 Lakhs in 5 years 
While you are working hard to 
make money ;your money is 
lazy . 
It also nee...
Its was just one of the reason, why you 
should Invest ? 
Its not ONLY about keeping your wealth 
but also about something...
Income from Labor 
Income from Assets
Meet the Characters 
Mr. Labor 
Mr. Creator 
Mr. Power 
Mr. Investor
How Rich you think Mr. Labor can 
become ????
Mr. Labor has physical capacity of doing work, 
Other three do not have any such constraint
How Rich you think other three 
characters can become????
Idea of Financial Freedom 
Investing is your only Income source which is 
independent of any physical constraint.
Gold Real estate 
Fixed income, Bonds, Debt 
Stock market
WRONG CLASSIFICATION 
Store Wealth -> Non-productive 
assets 
Create Wealth-> 
Productive assets
Bank Example 
Client -> FD safe 
keeping 
Bank -> Productive 
assets
EQUITIES: THE ONLY ASSET CLASS CONSISTENTLY 
DELIVERING HIGHER PURCHASING POWER 
HISTORICAL 5-YR AVERAGE INCREASE (%) 5-YR...
0 
5,000 
10,000 
15,000 
20,000 
25,000 
Mar-84 
Mar-85 
Mar-86 
Mar-87 
Mar-88 
Mar-89 
Mar-90 
Mar-91 
Mar-92 
Mar-93 
...
WHO HAS MOST OF THE WEALTH?
Who is the owner of Corporate ?
That’s Why Inertia Recommends
Then Why Everyone who invested 
in equities is not RICH?
Any Guesses ?
Check out this and more our next 
session 
Basics of Investing- 2 
service@equities4wealth.com 
www.equties4wealth.com
service@equities4wealth.com 
www.equties4wealth.com
QUESTIONS 
service@equities4wealth.com 
www.equties4wealth.com
Investing basics 1
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Investing basics 1

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Investing basics 1

  1. 1. Basics of Investing- 1
  2. 2. Somebody is taking your wealth away from you Slowly and Silently ? And May be you do not even know about this…
  3. 3. MR. X earns 8 % interest on his money and has to pay 10 % as account maintenance charges . Calculate his profit/loss in 5 years if he deposited 50,000/Month in his bank. Money Growing Wealth Reducing
  4. 4. Mr. X would loose around 2 Lakhs in 5 years While you are working hard to make money ;your money is lazy . It also need to work hard to create wealth for you.
  5. 5. Its was just one of the reason, why you should Invest ? Its not ONLY about keeping your wealth but also about something far more important YOUR FREEDOM
  6. 6. Income from Labor Income from Assets
  7. 7. Meet the Characters Mr. Labor Mr. Creator Mr. Power Mr. Investor
  8. 8. How Rich you think Mr. Labor can become ????
  9. 9. Mr. Labor has physical capacity of doing work, Other three do not have any such constraint
  10. 10. How Rich you think other three characters can become????
  11. 11. Idea of Financial Freedom Investing is your only Income source which is independent of any physical constraint.
  12. 12. Gold Real estate Fixed income, Bonds, Debt Stock market
  13. 13. WRONG CLASSIFICATION Store Wealth -> Non-productive assets Create Wealth-> Productive assets
  14. 14. Bank Example Client -> FD safe keeping Bank -> Productive assets
  15. 15. EQUITIES: THE ONLY ASSET CLASS CONSISTENTLY DELIVERING HIGHER PURCHASING POWER HISTORICAL 5-YR AVERAGE INCREASE (%) 5-YR AV RETURNS EX-INFLATION (%) Inflation Gold Sensex G-Sec 1970-75 12 29 1975-80 4 17 1980-85 10 11 8 1985-90 8 10 11 1990-95 10 8 29 12 1995-2000 8 -1 9 13 2000-2005 4 7 5 8 2005-2010 8 21 22 8 2010-2014 10 12 6 8 1984-2014 CAGR 8 9 20 10 Gold Sensex G-Sec 1970-75 17 1975-80 13 1980-85 1 -2 1985-90 2 3 1990-95 -2 19 2 1995-2000 -9 1 5 2000-2005 3 1 4 2005-2010 13 14 0 2010-2014 2 -4 -2 1984-2014 CAGR 1 12 2 SENSEX AVERAGES 20% RETURNS VS 9% FOR GOLD,VS 10% FOR FIXED INCOME AND 8% INFLATION Stocks also happen to be the only asset class attracting NO long-term capital gains tax Source: RBI
  16. 16. 0 5,000 10,000 15,000 20,000 25,000 Mar-84 Mar-85 Mar-86 Mar-87 Mar-88 Mar-89 Mar-90 Mar-91 Mar-92 Mar-93 Mar-94 Mar-95 Mar-96 Mar-97 Mar-98 Mar-99 Mar-00 Mar-01 Mar-02 Mar-03 Mar-04 Mar-05 Mar-06 Mar-07 Mar-08 Mar-09 Mar-10 Mar-11 Mar-12 Mar-13 Mar-14 Cash (0% CAGR) Gold (9% CAGR) GSec (9.8% CAGR) Sensex (20% CAGR) 10% DELTA RETURN CAN MAKE YOU VERY RICH! Mar-84 Mar-14 Gold 100 1333 Gsec 100 1,652 Sensex 100 22,386
  17. 17. WHO HAS MOST OF THE WEALTH?
  18. 18. Who is the owner of Corporate ?
  19. 19. That’s Why Inertia Recommends
  20. 20. Then Why Everyone who invested in equities is not RICH?
  21. 21. Any Guesses ?
  22. 22. Check out this and more our next session Basics of Investing- 2 service@equities4wealth.com www.equties4wealth.com
  23. 23. service@equities4wealth.com www.equties4wealth.com
  24. 24. QUESTIONS service@equities4wealth.com www.equties4wealth.com

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