WEALTH MANAGEMENT ASSIGNMENT 11
1. What is Warren Buffet type of Investment?
He is long time investor. He invests their money after understanding of the market. He doesn’t think
about Behavioral Finance. If market doesn’t look good, he never investing their money.
2. Financial Lesson Learn from Warren Buffet.
Spend Wisely (Save money)
No one cares about your money as much as you do (makes own decisions)
Do your homework (Scan Thousands of stocks)
Overcome your fear risk
Focus on Long Term
Invest in Quality Business
Hunt for exceptional bargain
Make decisions to invest based on how well money is being used by company management
3. Financial Products
Currency Derivatives
SLBM
Bond Futures
NSE Emerge
Colo Trading
NSE IFSC
Gold Mini Options
4. What is SPOT MARKET?
Spot market is public financial market in which financial instruments or commodities are traded for
immediate delivery and if delivery is more than t+2 than its fall under future market.
5. Two types of options:-
Call
Put
6. Fundamental Analysis (FA):- PE, EPS, Ratios, Sales.
7. Data Analysis (DA):- Data, Numbers, Ratios, Seasonal.
8. Technical Analysts: - The first thing Technical Analysis (TA) helps in STOPLOSS.
9. Definition of market – Where buyers & sellers meet.
10. Buyers + Sellers = Volume or Demand (Supply)
11. Emotions + Expectations = Price