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Final Assignement

The document discusses several major investors in India, including Vijay Kedia, Ramesh Damani, Nemish Shah, Dolly Khanna, Ratan Tata, and Rakesh Jhunjhunwala. It provides details on their investment strategies, portfolios, and net worth. Key information includes Vijay Kedia investing in small to medium sized companies, Ramesh Damani's holdings including Garden Reach Shipbuilders and Goldiam International, and Nemish Shah's investments in companies like Shreenath Investment and Lakshmi Machine Works.

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Arunim Mehrotra
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0% found this document useful (0 votes)
187 views22 pages

Final Assignement

The document discusses several major investors in India, including Vijay Kedia, Ramesh Damani, Nemish Shah, Dolly Khanna, Ratan Tata, and Rakesh Jhunjhunwala. It provides details on their investment strategies, portfolios, and net worth. Key information includes Vijay Kedia investing in small to medium sized companies, Ramesh Damani's holdings including Garden Reach Shipbuilders and Goldiam International, and Nemish Shah's investments in companies like Shreenath Investment and Lakshmi Machine Works.

Uploaded by

Arunim Mehrotra
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
You are on page 1/ 22

The biggest investors in

India

• MR. ADITYA SINGH RAWAT


• MR. AKSHAT MAHESHWARI
• MR . ANIRBAN DASGUPTA
• MS. ANMOL NEGI
• MS. ANUPRIYA
• MR. ARUNIM MEHROTRA
• MR. ASHWANI UPADHYAY
• MS. ANANYA VASIHNAVI
Investors

 VIJAY KEDIA BY ADITYA SINGH


 RAKESH DAMANI BY AKSHAT MAHESHWARI
 NEMISH SHAH BY ANIRBAN DASGUPTA
 DOLLY KHANNA BY ANMOL NEGI
 RATAN TATA BY ANUPRIYA
 RAKESH JHUJHUNWALA BY ARUNIM MEHROTRA
 RADHAKISHAN DAMANI BY ASHWANI
 RAAMDEO AGARWAL BY ANANYA VAISHNAVI
Who Are Investors ?

An investor is a person that allocates capital with the


expectation of a future financial return or to gain an
advantage.
Types of investments include
1.equity
2.debt securities
3. real estate
4. currency
5. commodity
About
Vijay Kedia is an investor
based in mumbai and the
owner of Kedia Securities
Pvtt. Ltd.
He was featured at no. 13
in the Business World
List of successful
investors in 2016.
Vijay Kedia, as of March
2020, has a net worth of
around 300Cr.
Investment…and Strategy
 He has a huge list of Companies under his  When asked about his investment
portfolio, these include: strategy he said “One should scout
 Lykis Ltd. for companies which have good
 Repro India Ltd. management... Find a very good
 Atul Auto Ltd. management, a very honest
 Everest Industries Ltd.
management and see the product
 Everest Industries Ltd.
in which the management is going
 Vaibhav Global Ltd.
to grow, going to outperform its
 Neuland Laboratories Ltd.
peers and the economy... invest in
 Panasonic Energy India Company Ltd.
those companies for the next 10-15
 Cheviot Company Ltd.
years, and you cannot go wrong.”
 Vijay uses SMILE as a principle in investing ie.
 S = Small in Size
 M = Medium
 I = In Experience
 L = Large in aspiration
 E =Extra Large in Market Potential
About
 Ramesh Damani, the investor
master and a standout amongst the
best securities exchange financial
specialists in India, began his
career to wealth in the 1990s when
Sensex was 600.
 Damani has a four year college
degree from HR college in Mumbai
and he also earned his post-
graduation degree from the Ramesh Damani – Best Share Market
California State University in Investors in India
Business Administration (BBA) Total assets: 800 Crores (1.24 Billion
 Ramesh Damanicurrently deals USD)
with his own Ramesh s Damani
Finance Pvt Ltd. The child of an
effective stock market analyst and
investor, Ramesh Damani turned
into an individual from the
Bombay Stock Exchange(BSE) in
Investment and
… Net Worth
 He has a huge list of Companies Ramesh Damani Net Worth
under his portfolio, these include:
 Investment in Garden Reach Quarter Net worth(Cr) Change%
Shipbuilders & Engineers Ltd
Dec-15  28.52
 Holdings in Goldiam International
Mar-16  28.07 -1%
Ltd Jun-16  26.45 -5%
 Investment in Quick Heal Sep-16  27.67 4%

Technologies Ltd Dec-16  23.81 -13%


Mar-17  28.5 19%
Jun-17  25.38 -10%
Sep-17  34.84 37%
Dec-17  51.86 48%
Mar-18  45.54 -12%
Jun-18  46.28 1%
Sep-18  41.48 -10%
Dec-18  40.67 -1%
Mar-19  13.15 -67%
Jun-19  23.46 78%
About
 Nemish S Shah Latest Portfolio is
one of the most diversified and
interesting portfolios in recent
times. He trades few stocks but his
stock-picking skills are really
noteworthy.
 He started his journey in the stock
market in the year 1984 when he
co-founded the company called
ENAM Holdings which was
previously a stockbroking entity.
Then within few years, he entered He graduated from Lala Lajpat Rai College
the investment banking sector with which is under the Mumbai University in
the year 1977 and then he started with his
this company.
investment profession. He has been one of
the leading Philanthropists of the country
at present and his views are appreciated by
many.
Investment …
and Net worth
 Holdings in Shreenath Investment Quarter Net worth(Cr) Change%

Company Ltd Dec-15  539.5


 Investment in Lakshmi Machine Mar-16  548.4 1%
Works Ltd Jun-16  618.38 12%
 Holdings in Hi-Tech Gears Ltd Sep-16  650.4 5%
 Investment in Zodiac Clothing Dec-16  463.6 -28%
Company Ltd Mar-17  932.97 101%
 Holdings in Elgi Equipments Ltd Jun-17  996.17 6%

Sep-17  1,326.09 33%

Dec-17  1,373.43 3%

Mar-18  1,345.05 -2%

Jun-18  1,415.75 5%

Sep-18  1,188.89 -16%

Dec-18  748.95 -37%

Mar-19  615.52 -17%


About
Dolly Khanna is a Chennai
based large investor, who is
known for lesser-known picks
that tend to go on to over
perform in the stock market.
She has been investing in the
stock markets since 1996. Her
portfolio is managed by her
husband Rajiv Khanna. Dolly
Khanna's portfolio typically
leans towards more
traditional stocks in
manufacturing, textile,
chemicals and sugar stocks.
Investment

Current Quanti Holding


Detail Holders Holding Change from Histo
Stock Name Price ty Value
s Name Percent Previous Qtr ry
(Rs.) Held (Rs.)

Dolly 2,491,12
1 NOCIL Ltd. 133.55 1.50% -0.22 33.3 Cr
Khanna 5

Dolly 4,676,8
2 Rain Industries 109.45 1.39% -0.08 51.2 Cr
Ltd. Khanna 78
About
Former Tata Sons
chairman Ratan N Tata
has invested in over 30
startups .
Ex Management Director
of Tata Group
Has Doctorat in many
fields
Holds Indias Higgest
civil Award
Investment

 Paytam
 Xiaomi
 Ola
 Zivame
 Snapdeal
 Urban ladder
 Cash kro
 Urbanclap
About
• Rakesh Jhunjhunwala (born 5 July
1960) is an Indian businessman and
investor.He manages his own
portfolio as a partner in his asset
management firm, Rare Enterprises.
• Rakesh Jhunjhunwala, an investor
with a Midas touch, is often referred to
as India’s own Warren Buffet. He is a
trader and also a chartered accountant.
According to Forbes' Rich List, started dabbling with the stock
Jhunjhunwala is the 48th richest man market when he was in college. He
in the country. He is the chairman of enrolled at the Institute of Chartered
Hungama Media and Aptech and sits Accountant of India but after
on the board of directors of firms such
attaining the degree, he decided to
as - Viceroy Hotels, Concord Biotech,
Provogue India and Geojit Financial
plunge headlong into the Dalal
Services. street. In 1985, Jhunjhunwala
invested Rs 5,000 as capital. By
September 2018, that capital had
inflated to Rs 11,000 crore.
Investment

STOCK NAME HOLDING PERCENT
Titan Company Ltd 6.51
Escorts Ltd 8.16
Crisil Ltd 5.48
Lupin Ltd 1.56
Federal Bank Ltd 3.11
Delta Corp Ltd 7.38
NCC Ltd 10.38
VIP Industries Ltd 5.31
Rallis India Ltd 9.76
Jubilant Life Sciences Ltd 3.45
About
Radhakishan S. Damani
is an Indian billionaire
investor, businessman
and the founder of
DMart. As of February
2020, Damani is the
second richest person in
India. He also manages Born: 1954
his portfolio through his Net worth: $17.90 billion USD
(2020)
Investment firm, Bright
Star Investments
Limited.
Investment

Market Value
Stock Holding (%) CMP (Rs)
(Rs Cr)
Century Textiles 1.3 141 972
Trent 2.7 218 243
U B Holdings 1.6 3 27
VST Industries 26.0 1,075 2,678
Sterling
Holiday Resorts 2.0 45 250
3M India 1.5 184 11,056
Blue Dart
Express 5.4 607 4,869
Gati 1.4 16 132
United
Breweries 1.2 242 773
TV Today
Network 3.4 51 257
TV18 Broadcast 2.6 182 41
Jubilant
Foodworks 1.1 80 1,098
Multi
Commodity
Exchange 1.1 63 1,098
About
 Raamdeo Agrawal is a securities and
exchanges financial specialist in India.
He is a firm believer in the
MotilalOswal Group as well.
 He is known for pumping in resources
into the renowned company of Hero
Honda in the year 1995 and at that
point of time, Hero Honda was worth
only INR 1000 crores in terms of
market capitalization.
 Raamdeo Agrawal put around Rs 10
lakh in the stocks of the bike maker at
Rs 30 each, and clutched them for the
following 20 years, till the offer value Raamdeo Agrawal – Leading Stock
rose to Rs 2,600 each.Today the Market
market top of HERO is over 73,000 InvestorsNetworth – 1000 Cr
crores.
Investment

Qua Hold
Curre Change
ntit ing
nt Holding from His
Stock Name Holders Name y Valu
Price Percent Previou tory
Hel e
(Rs.) s Qtr
d (Rs.)

Raamdeo Ramgopal Agrawal & 8,577, 559.5


Motilal Oswal Financial 652.25 5.80% 0.01
Services Ltd. Raamdeo Ramgopal Agrawal-Huf 265 Cr

3028.8 176,15 53.4


Maharashtra Scooters Lt Raamdeo Ramgopal Agrawal 1.54% 0.00
d. 0 9 Cr

Below 1%
Bharat Wire Ropes Ltd. 27.45 -
First Time
METHODS OF INVESTING

A simple way of classifying investments is to divide them into


three categories or “investment methods” which include:
Debt Investments
Debt-based investments can be further broken down into two
sub-categories – public and non-public (private) investments.
Public debt investments are any investments that can be
purchased or traded in open debt markets. These are such things
as bonds, debentures, and credit swaps, among others. A
company will often classify public securities as held-to-maturity,
available-for-sale, or held-for-trading. Each of these
classifications has certain criteria and specific treatments under
accounting standards.
 Equity Investments
Equity investments can also be categorized as public and non-public investments. The latter
is commonly known as Private Equity, which is considered a high risk, high reward
investment. In fact, equity investments are generally seen as riskier than debt investments,
with the advantage of potentially generating higher returns.
Public equity investments are any equity-based investments that can be purchased or traded
in markets. These are often the type of investments that someone has in mind when
discussing investments. This covers such instruments as common stock, preferred stock,
stock options, and stock warrants.
 Hybrid Investment Methods
Let’s look at some additional investment methods. There are investment types that mix
elements of both debt and equity. An example of this is mezzanine debt, in which an
investor provides a loan to a second party in exchange for equity. Another example is a
convertible bond, in which an investor has purchased a bond that has a feature whereby it is
exchangeable for a certain number of stock shares of the issuing company.
There are also investment types that possess neither debt nor equity components. An
example of this type is any investment into the asset side of the balance sheet, such as the
purchase of equipment or property under PP&E. Alternatively, purchasing intangible assets
such as a brand or patent can also be classified as an investment, depending on the strategy.
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