ºÝºÝߣ

ºÝºÝߣShare a Scribd company logo
An initiative to promote Financial Awareness by
BISWAJIT DAS
Diploma in Wealth Management – IIFP Delhi, Goal Planning Specialist – EDGE Learning Academy
Relationship Beyond Advising
Call – 9339288488, Mail – dbiswajitifcs@gmail.com
https://www.linkedin.com/pub/biswajit-das/1a/504/148 https://twitter.com/dbiswajitifcs https://www.facebook.com/dbiswajit.ifcs
37000
28747
31487
37665
8918
6178
23.68% 16.40%
Investment Index MF Equity Portfolio Beat Index Beat MF Equity Beat Index % Beat MF Equity %
Return from 12.2.15 to 29.2.16
My Performance as on Feb16

More Related Content

More from Biswajit Das. "Relationship Beyond Advising." (20)

Believe it or not investment gave return 1050 times in 58 years
Believe it or not investment gave return 1050 times in 58 yearsBelieve it or not investment gave return 1050 times in 58 years
Believe it or not investment gave return 1050 times in 58 years
Biswajit Das. "Relationship Beyond Advising."
Ìý
Long term wealth creation through equity investment
Long term wealth creation through equity investmentLong term wealth creation through equity investment
Long term wealth creation through equity investment
Biswajit Das. "Relationship Beyond Advising."
Ìý
Thank u
Thank uThank u
Thank u
Biswajit Das. "Relationship Beyond Advising."
Ìý
Take the advantage of lower interest rate
Take the advantage of lower interest rateTake the advantage of lower interest rate
Take the advantage of lower interest rate
Biswajit Das. "Relationship Beyond Advising."
Ìý
Client return as on jan17
Client return as on jan17Client return as on jan17
Client return as on jan17
Biswajit Das. "Relationship Beyond Advising."
Ìý
Post retirement health insurance expenses
Post retirement health insurance expensesPost retirement health insurance expenses
Post retirement health insurance expenses
Biswajit Das. "Relationship Beyond Advising."
Ìý
The top 3 largest economies in 2050 – Larger your wealth
The top 3 largest economies in 2050 – Larger your wealthThe top 3 largest economies in 2050 – Larger your wealth
The top 3 largest economies in 2050 – Larger your wealth
Biswajit Das. "Relationship Beyond Advising."
Ìý
Rising house hold expenses – income not rising
Rising house hold expenses – income not risingRising house hold expenses – income not rising
Rising house hold expenses – income not rising
Biswajit Das. "Relationship Beyond Advising."
Ìý
Rebalancing – The ultimate art and science of wealth creation
Rebalancing – The ultimate art and science of  wealth creationRebalancing – The ultimate art and science of  wealth creation
Rebalancing – The ultimate art and science of wealth creation
Biswajit Das. "Relationship Beyond Advising."
Ìý
Priority banking – Only emotional encashment
Priority banking – Only emotional encashmentPriority banking – Only emotional encashment
Priority banking – Only emotional encashment
Biswajit Das. "Relationship Beyond Advising."
Ìý
Money management – Emotion management
Money management – Emotion managementMoney management – Emotion management
Money management – Emotion management
Biswajit Das. "Relationship Beyond Advising."
Ìý
Inflation – The silent & invisiable killer
Inflation – The silent & invisiable killerInflation – The silent & invisiable killer
Inflation – The silent & invisiable killer
Biswajit Das. "Relationship Beyond Advising."
Ìý
Income protection - The ultimate protection
Income protection - The ultimate protectionIncome protection - The ultimate protection
Income protection - The ultimate protection
Biswajit Das. "Relationship Beyond Advising."
Ìý
Impulsive buying is dangerous – control it
Impulsive buying is dangerous – control itImpulsive buying is dangerous – control it
Impulsive buying is dangerous – control it
Biswajit Das. "Relationship Beyond Advising."
Ìý
Guaranteed return – wealth creation not guaranteed
Guaranteed return – wealth creation not guaranteedGuaranteed return – wealth creation not guaranteed
Guaranteed return – wealth creation not guaranteed
Biswajit Das. "Relationship Beyond Advising."
Ìý
Gold – not glittering
Gold – not glitteringGold – not glittering
Gold – not glittering
Biswajit Das. "Relationship Beyond Advising."
Ìý
Every goals have time horizon & priority
Every goals have time horizon & priorityEvery goals have time horizon & priority
Every goals have time horizon & priority
Biswajit Das. "Relationship Beyond Advising."
Ìý
Equity is risky - Not investing in equity is risky
Equity is risky - Not investing in equity is riskyEquity is risky - Not investing in equity is risky
Equity is risky - Not investing in equity is risky
Biswajit Das. "Relationship Beyond Advising."
Ìý
Equity is risky - Not investing in equity is risky
Equity is risky - Not investing in equity is riskyEquity is risky - Not investing in equity is risky
Equity is risky - Not investing in equity is risky
Biswajit Das. "Relationship Beyond Advising."
Ìý
Emergency fund – Any time required
Emergency fund – Any time requiredEmergency fund – Any time required
Emergency fund – Any time required
Biswajit Das. "Relationship Beyond Advising."
Ìý

Recently uploaded (20)

GST Collection Analysis Report for Feb 25
GST Collection Analysis Report for Feb 25GST Collection Analysis Report for Feb 25
GST Collection Analysis Report for Feb 25
meetraval35
Ìý
crisil report 2 that analyses the current situation
crisil report 2 that analyses the current situationcrisil report 2 that analyses the current situation
crisil report 2 that analyses the current situation
KalashJainfiitjee
Ìý
"Mutual Fund Scheme Comparison - A Comparative Analysis of Two Small Cap Equi...
"Mutual Fund Scheme Comparison - A Comparative Analysis of Two Small Cap Equi..."Mutual Fund Scheme Comparison - A Comparative Analysis of Two Small Cap Equi...
"Mutual Fund Scheme Comparison - A Comparative Analysis of Two Small Cap Equi...
riyakpatel5571
Ìý
Energy Efficient Banking
Energy Efficient Banking   Energy Efficient Banking
Energy Efficient Banking
Dr. Salem Baidas
Ìý
Strategic Resources March 2025 Corporate Presentation
Strategic Resources March 2025 Corporate PresentationStrategic Resources March 2025 Corporate Presentation
Strategic Resources March 2025 Corporate Presentation
Adnet Communications
Ìý
process costing.pptx for MBA and PGDM Students
process costing.pptx for MBA and PGDM Studentsprocess costing.pptx for MBA and PGDM Students
process costing.pptx for MBA and PGDM Students
Innovation-The Business School
Ìý
JP Morgan 2021 Outlook for Business Development
JP Morgan 2021 Outlook for Business DevelopmentJP Morgan 2021 Outlook for Business Development
JP Morgan 2021 Outlook for Business Development
Dika Rinakuki
Ìý
Political and Economic Aspects of Turkey EU Relations.pptx
Political and Economic Aspects of Turkey EU Relations.pptxPolitical and Economic Aspects of Turkey EU Relations.pptx
Political and Economic Aspects of Turkey EU Relations.pptx
berkayaydinps
Ìý
Eco-Friendly Investing
Eco-Friendly Investing         Eco-Friendly Investing
Eco-Friendly Investing
Dr. Salem Baidas
Ìý
PS Assignment 1 for Btech stutents/Enginnering
PS Assignment 1 for Btech stutents/EnginneringPS Assignment 1 for Btech stutents/Enginnering
PS Assignment 1 for Btech stutents/Enginnering
honeymodder
Ìý
_JoinM2020_FTBEmembers.pptx Website slide
_JoinM2020_FTBEmembers.pptx Website slide_JoinM2020_FTBEmembers.pptx Website slide
_JoinM2020_FTBEmembers.pptx Website slide
FinTech Belgium
Ìý
health care management project presentation .pptx
health care management project presentation .pptxhealth care management project presentation .pptx
health care management project presentation .pptx
Ubaida7
Ìý
TYPES OF TAXATION IN INDIA: Direct, Indirect, and Their Economic Impact
TYPES OF TAXATION IN INDIA: Direct, Indirect, and Their Economic ImpactTYPES OF TAXATION IN INDIA: Direct, Indirect, and Their Economic Impact
TYPES OF TAXATION IN INDIA: Direct, Indirect, and Their Economic Impact
Sunita C
Ìý
Computerization in Andra Pradesh State Trading Corporation.pptx
Computerization in Andra Pradesh State Trading Corporation.pptxComputerization in Andra Pradesh State Trading Corporation.pptx
Computerization in Andra Pradesh State Trading Corporation.pptx
angelmgrl135
Ìý
APMC and E-NAM: Transforming Agricultural Markets in India
APMC and E-NAM: Transforming Agricultural Markets in IndiaAPMC and E-NAM: Transforming Agricultural Markets in India
APMC and E-NAM: Transforming Agricultural Markets in India
Sunita C
Ìý
CORPORATE ACCOUNTING UNIT III - NOTES.pptx
CORPORATE ACCOUNTING UNIT III - NOTES.pptxCORPORATE ACCOUNTING UNIT III - NOTES.pptx
CORPORATE ACCOUNTING UNIT III - NOTES.pptx
manikandansMani2
Ìý
Kieso Chapter 02 Intermediate Accounting.pptx
Kieso Chapter 02 Intermediate Accounting.pptxKieso Chapter 02 Intermediate Accounting.pptx
Kieso Chapter 02 Intermediate Accounting.pptx
Nandya11
Ìý
RECOVER YOUR SCAMMED FUNDS AND CRYPTOCURRENCY HIREÌýiFORCE HACKER RECOVERY
RECOVER YOUR SCAMMED FUNDS AND CRYPTOCURRENCY HIREÌýiFORCE HACKER RECOVERYRECOVER YOUR SCAMMED FUNDS AND CRYPTOCURRENCY HIREÌýiFORCE HACKER RECOVERY
RECOVER YOUR SCAMMED FUNDS AND CRYPTOCURRENCY HIREÌýiFORCE HACKER RECOVERY
lonniecort7
Ìý
organizational behaviour in management.pptx
organizational behaviour in management.pptxorganizational behaviour in management.pptx
organizational behaviour in management.pptx
honeyredde0606
Ìý
Women Economy The presentation, Breaking the Silence: The Untapped Potential ...
Women Economy The presentation, Breaking the Silence: The Untapped Potential ...Women Economy The presentation, Breaking the Silence: The Untapped Potential ...
Women Economy The presentation, Breaking the Silence: The Untapped Potential ...
snehadeeproy085
Ìý
GST Collection Analysis Report for Feb 25
GST Collection Analysis Report for Feb 25GST Collection Analysis Report for Feb 25
GST Collection Analysis Report for Feb 25
meetraval35
Ìý
crisil report 2 that analyses the current situation
crisil report 2 that analyses the current situationcrisil report 2 that analyses the current situation
crisil report 2 that analyses the current situation
KalashJainfiitjee
Ìý
"Mutual Fund Scheme Comparison - A Comparative Analysis of Two Small Cap Equi...
"Mutual Fund Scheme Comparison - A Comparative Analysis of Two Small Cap Equi..."Mutual Fund Scheme Comparison - A Comparative Analysis of Two Small Cap Equi...
"Mutual Fund Scheme Comparison - A Comparative Analysis of Two Small Cap Equi...
riyakpatel5571
Ìý
Energy Efficient Banking
Energy Efficient Banking   Energy Efficient Banking
Energy Efficient Banking
Dr. Salem Baidas
Ìý
Strategic Resources March 2025 Corporate Presentation
Strategic Resources March 2025 Corporate PresentationStrategic Resources March 2025 Corporate Presentation
Strategic Resources March 2025 Corporate Presentation
Adnet Communications
Ìý
JP Morgan 2021 Outlook for Business Development
JP Morgan 2021 Outlook for Business DevelopmentJP Morgan 2021 Outlook for Business Development
JP Morgan 2021 Outlook for Business Development
Dika Rinakuki
Ìý
Political and Economic Aspects of Turkey EU Relations.pptx
Political and Economic Aspects of Turkey EU Relations.pptxPolitical and Economic Aspects of Turkey EU Relations.pptx
Political and Economic Aspects of Turkey EU Relations.pptx
berkayaydinps
Ìý
Eco-Friendly Investing
Eco-Friendly Investing         Eco-Friendly Investing
Eco-Friendly Investing
Dr. Salem Baidas
Ìý
PS Assignment 1 for Btech stutents/Enginnering
PS Assignment 1 for Btech stutents/EnginneringPS Assignment 1 for Btech stutents/Enginnering
PS Assignment 1 for Btech stutents/Enginnering
honeymodder
Ìý
_JoinM2020_FTBEmembers.pptx Website slide
_JoinM2020_FTBEmembers.pptx Website slide_JoinM2020_FTBEmembers.pptx Website slide
_JoinM2020_FTBEmembers.pptx Website slide
FinTech Belgium
Ìý
health care management project presentation .pptx
health care management project presentation .pptxhealth care management project presentation .pptx
health care management project presentation .pptx
Ubaida7
Ìý
TYPES OF TAXATION IN INDIA: Direct, Indirect, and Their Economic Impact
TYPES OF TAXATION IN INDIA: Direct, Indirect, and Their Economic ImpactTYPES OF TAXATION IN INDIA: Direct, Indirect, and Their Economic Impact
TYPES OF TAXATION IN INDIA: Direct, Indirect, and Their Economic Impact
Sunita C
Ìý
Computerization in Andra Pradesh State Trading Corporation.pptx
Computerization in Andra Pradesh State Trading Corporation.pptxComputerization in Andra Pradesh State Trading Corporation.pptx
Computerization in Andra Pradesh State Trading Corporation.pptx
angelmgrl135
Ìý
APMC and E-NAM: Transforming Agricultural Markets in India
APMC and E-NAM: Transforming Agricultural Markets in IndiaAPMC and E-NAM: Transforming Agricultural Markets in India
APMC and E-NAM: Transforming Agricultural Markets in India
Sunita C
Ìý
CORPORATE ACCOUNTING UNIT III - NOTES.pptx
CORPORATE ACCOUNTING UNIT III - NOTES.pptxCORPORATE ACCOUNTING UNIT III - NOTES.pptx
CORPORATE ACCOUNTING UNIT III - NOTES.pptx
manikandansMani2
Ìý
Kieso Chapter 02 Intermediate Accounting.pptx
Kieso Chapter 02 Intermediate Accounting.pptxKieso Chapter 02 Intermediate Accounting.pptx
Kieso Chapter 02 Intermediate Accounting.pptx
Nandya11
Ìý
RECOVER YOUR SCAMMED FUNDS AND CRYPTOCURRENCY HIREÌýiFORCE HACKER RECOVERY
RECOVER YOUR SCAMMED FUNDS AND CRYPTOCURRENCY HIREÌýiFORCE HACKER RECOVERYRECOVER YOUR SCAMMED FUNDS AND CRYPTOCURRENCY HIREÌýiFORCE HACKER RECOVERY
RECOVER YOUR SCAMMED FUNDS AND CRYPTOCURRENCY HIREÌýiFORCE HACKER RECOVERY
lonniecort7
Ìý
organizational behaviour in management.pptx
organizational behaviour in management.pptxorganizational behaviour in management.pptx
organizational behaviour in management.pptx
honeyredde0606
Ìý
Women Economy The presentation, Breaking the Silence: The Untapped Potential ...
Women Economy The presentation, Breaking the Silence: The Untapped Potential ...Women Economy The presentation, Breaking the Silence: The Untapped Potential ...
Women Economy The presentation, Breaking the Silence: The Untapped Potential ...
snehadeeproy085
Ìý

My performance as on feb16

  • 1. An initiative to promote Financial Awareness by BISWAJIT DAS Diploma in Wealth Management – IIFP Delhi, Goal Planning Specialist – EDGE Learning Academy Relationship Beyond Advising Call – 9339288488, Mail – dbiswajitifcs@gmail.com https://www.linkedin.com/pub/biswajit-das/1a/504/148 https://twitter.com/dbiswajitifcs https://www.facebook.com/dbiswajit.ifcs 37000 28747 31487 37665 8918 6178 23.68% 16.40% Investment Index MF Equity Portfolio Beat Index Beat MF Equity Beat Index % Beat MF Equity % Return from 12.2.15 to 29.2.16 My Performance as on Feb16