pate

Page No
un-
Yakacatioo o9 3ecunities

Valusiien secuses mcons }o desmine

pt nm paice (cailrbsiurmpaice) he basis t t
paui Nq ab Capected netunns) ,dhot shoudd be puid

T h pce may ede Snom the Cunen t

manet paice ne secaiies. Secue nclude
equt shano Paeeence shcnes , D<bniuno bond»
etG.
T9 he Cunerrt maret. pdce îs s dhe ausitboi
um po Secu e ne called ndaal ued
called a e commen

be Pnchaged.

&viceveaso Oven valke

Bonc
Dond ossed he 6vt.

hc Company
D.bendune
2Dond o Jebt. becun tu.The Company b MowS

&ouc bond s as en dnce o9 d b t .

Ant 69 iaienet. pu o n bonda.

bon holdn -> Cntdton o9 h e cumpan

beani ng centi6 cate $a

A bond sonnd est
o hc
Qovt. bustocss 0 an
pnomosina pa
h. SpeteYC an G a Spe8ed date
 Date
Page No.

Fads o9 bonc 2

Notune 09 tnane
T debtloan 9nance Ipayde.
m nance. TA con be ourd 8on longen
peio

Stots o oveston.
ben holden hos no sight to
vote &t pamiie
nthe mgt.
bond holdeu ane Coetou

Retunn on boncds. s
The bonhholdens
l ohe
qet a e ooBe o6
ayable on the tntenest..Il,
matuvty on ee Tequan nteva. I .
paua ble to bondholden
ie hoog
Repcymen ..
Abond o omma cont.ngct The
mone ond hone tonepay beovcud but
h i h time thepaym
paument od podncpaJue,

on e

Zao cupon bone.

Pune scoum bon)
T 1 pundheedoc Dscount. paice deta n
pa ar Peu odic
9nt.ates o he bondhoo
 Date
Page Ho

Coaponote bonds
Issued Componies ,

3 Nucipol bond.

Nuncipoa aponationaoca authoity nau

meet Funding Fos opecte
als
sch
ouh as constuctingn6nastsucune
publi waten wolts eec

G o .. secuiLR» bon
Deb nstaumen t o5 ued by he centaa
govt. o Tnda. The govt.. sued ti» bond
whe E Focing a Finanefal coss |Reasne Fend
onhe den elopm ent o9 hc casni

C o m e i b l e bond
T s o type_ hybai bond.Thal og9 es
The sca Featune o9 ebt equs to R bondbolay
but not ( * h e sameSne.
T bond allows ovestons to coment Hön bonds
10 paedeienminecd no. o Degslan o c become
a
shachoJden 69 he cormpan g all thebee&rts
hat ashune holden t t5.

STnlaloo kohed bond,

Poioxipa Tnd. ates a se Fall &th the
adeo6 Tnelation.
Callable bond.
That (an be calle bock bu the compan bedom
nodue),_
 Drte
Paga No.
3Pttobe boncs
Allese he boncd heldeny o pot s .
the ompan be lone t hos motune,

Tovable bondo Ton- Fare ponds

Theupes 9 bonds lncludo, Sov tnign
Capital Qdns bondo ,

10 Fae Intenest Rate ds.

bon
hen he upon
ute Remai ns he
th8ntenun Same Th

Floatog otecst note benda.

when he cupon
hn Aene otekeeps Fluctuot n cl
S a l ben,
whenthe oven
othe coninoesopam
SovestON e y bort the Voan c
ucun in sma nalmnts to

3Gtenedable bonds,
The bond
uich allo thenvest.oa
motun t peio to endend
to etend th-
*he
che ben
 trc hrique Su emirinq the theoneeal Sgsn
Date
T a
pntcslan bonc PageNo
t
valtoe

a auation
Lp tenms

Nonina yalue a bond

.C o uFaxevalue
p o n Rate. Tn ote 0»5tned by the bon dsse
CoPG) paymenPoumenko inade by &ppinq cpon
oote on he
Pce
an
Hhe seconcd y el
ng
. NP - M Psice paenas uich h e bond > matioed
N t dots. dote
pEon convesio n n Eo equty etc
Oo ed m bu h e uen
.y edeempion pice Ptce Payoble

Lo the holden o bon

ebond
Ttennbio value CTowe value)
necelvok
CtusbeloDs i c h cne
P all he Fytune
unt s matuss ky.
le bholdiog a bon

Canent Ytele

Vield to Matuty CYTN)

Y to call CYTC)
(DDB) h i c h sissued
e p D'scount bonds which
sued a a

coupon bond
* ' Zno Dedeemo ble (a pan.
but
heo Ca
Rco'nt

Arpnu bonci. CLNnanqed n

nepcomnt
piacipa
nd.:
Csame amt..)
 oate
Page Mo.

e enence shane
oppontoniy
Paument o
idend eey yean
Reann o capta n n the event 6S uUndng ur
o Company

Feotuno
E. > \ce- Nena
nSenencee o d e n ro.s.
ned ennce Soa ncpaument
0 9 09 Caa
Notune sf copal
o a
pomon ent shane capifas.
Receemed aten cenBoso
peio o9 mc
Sade cap ta
Ftved aetorn CDidend)
Di dnd ot depend on the
paoðt 09 he
compan
less oshy
ChChan
Takoven e componie asbetd
Rght bonus Rue.
ent.vLle
face value.
MV
P.s.NV Does not. change
T p o4 P.
Cumulasve noncuulotc Ps.
Panepotinqron. panti8 poting Ps.
Cometi ble &non -comei:ble ps.
Redemable Ise cloem ade Ps
 Date
Page No.

Yoinq sights.
ao aot Canm n veing_pouta.
SPta
Men aepan eni Ccapita
eApaymnt 09 end.

Natune o9 Tneston
Modeote Eype o ns (es sisk)_

Equ hancs
Ondocou shnc

TD end Dcount ModSe

No moSel

Nho estiotfnq the valse oot.oc

h e 2 zae Py o all opected dutune diide
nd Paments.
 Date

R R.un Csncept Page No.

Mazins 20lfon Pes

Rk

ghece ChoncepotsibiR od outdeninq l0s

6tune uncentasoty

ReLan
Caan qenenated 8mom he iovestment
Sqpt oma ys Chautenod sh

Sptematic Onystmatic
Nesn g Tl ac8ey to he hozand R asociate d ueth
which absociated uith pant colan scCuity,(ome
he manket Imantea. oeome-ny ndust.
ot G a whclc.

oune Oncontnollo ble Contncllable

Faoa Entennal Fact.om otonal f«ctons.
A6et Lange no.o9 5ecuities Only paiculan cempam
9 he manket..

Typs To Nale ois, Bu s h &Fin ancia

unchasinq pooen oh

Pootecten Aset albeot ion Pant9oto henie.c

 0at

Roh Retuno
Anus 09 1Rit& RetunOStematic
u n y t e m a k f c

3 Carulat?on 9 PontSolio soS

Rehn, Pontooi o uth 1 os5ets Pondoo o usth
nonethan osets.

Retun
Pbmany motioting 8once hot divo inestmenhE
wo Componnto

Cncnt Retunn
IE5 meobned he peaodic income n

ntJatioo to he beinningpaice o6 he ovestment

Copito etu0
TE5 neolected in the poice change

Paice appaeciotion/clepaEcioto
pcec the as>et

Cuunent. aetunn + Coptal aetnn

Tota eiuna
Cuanen netunn con be 2 0 Ipobitie
Capi
Capi Lal etuno Conbe zao Stveloecertive.

Res
T7e6ns Lo he potsib o dhat. she achucu
Outcome o6 Gn nvebt.mant utl J6en 6nom
A pected outcome.

o6 Rl

uiness Ris Tanete sk Mket isk

 Date
Page No.

A a
hol len o compoote secuni (6.
e posed to the i t os por business
pendo amance
ighen conpeti tion
Eme Nence 69ne tcchnolgqY >doelepn
Du bstilute pnodcts.shi6 ts n
Consume
paeeeNUN. Chanqe nqotpolf cic
-Pooa pen8onmeqce a o 99ec he
n.ieberdu
shane holdoy. Is he ty he im
to hee s int. paimcipal paymen olfgotio
mpað ned Tn ouch cos P
debenEnc hol S
dhe busines> is

Tnt. nate aß sk
Hs the nt. note gocs up the man ket paices oot
existing ired income secunics dall icevensG
h e buyen 08 a ed ncome serutyOowd not.
buy k at i s pan valut l8ace valu ie
nLnoke i oen dhan he paevoolng m
ncutc

Nanket ösk
Chanqaq e sendmen 69 ves toau
 Page do.

Tota sok

tbma aok (Oniaue slk)

Soctos Ike
Th o u ore Sms spedeic
te tyelop rnet 09 nuw paeJuct ,abon aieh
Eento his notanc painant ly o69ect the
SpeioiC Oian not all am2ntaa
k can be en0'oble.
hs

Syuemott ask : (Manket aist).

T ocuny by econ omy -uide 6octss e
o t h
nouth aade 9 GaD?, Jn6lation snute, monha

suppy ot. note stauctuee

Thcc otou_g$8ectS o he ia o a
nraltn Jesen deqaee,
connot.ooi the aisk asim dnomn
hom
To 4his i e con not. be cnens6ioble.
 Date
Page No.

Fndaenta anohs Tocheteal nae

Fundeamental onglss.
otosica Jata
conon omic nalysis > GDP, To6lakuo, Pen capio
e x e

Indst onolisis ncurne, ot .aate ,budaet

Canaly sis balancc Yam nt,soc k
Compam_
manket, ageiul tune,Manscon
Tnehat asct
Foa lona o m imestm n t
Demoggropic.

Gnoup o Companies
ndutse, Foe ndustovo,
ty Phamm
bevenga adust.ovo Cheica indlusio, Tele commu
ictic ndustsoes., banking ndustri.

Tdst ee cyele
Snue Tinosuon,Gunouth, Maluwity Dedtne

nNotnrgov. polfgq, cap? ta o.uctune ,PI C

14apo8omane ncca.o)Ra?0s, tnend
H odhe compan
 0ate

-Technical analysis
Dow Tone Theo Rondom wallk throm1

T the_paoces idnti9uinq the nend

he caeststoge to Foamtotthe baing
snatra
Opwand taend bul phae
nc enc - beanp habe
Downwn

Dowtheoa

1q8H-lallstaeet Jounnal
A5sump+lons

No ingk a ea buugn can a6luence

mojo Jnends of Ehe nhet..
n indisclua oeson con a6ß et he dei pri
movement.

Manhet ocount eveutinq

Taencs
Pavmany nend
A an iovestOND

Secon condJaru nend

DslFlctuaion
 Date
Page No

E l wove heou

Uved o ecbe he psice mements ina

mont
the R nan cial
TE a echrical colusi, hat looks t o
oam
to peviAn
caie E Abng-1nm pice patduns stelated
chonges n ietoa *ntiment pholoqy

Abl to dde price oc! n in o nds

co Jnec ons
Fand

Marhemsdica Tnclicafoso

oyinq
J
Me TA a calculation ubed to ongliyz_datopoin
bcicatinqaDedu o9 on unoe> o dENnt subotis
pice

he neaboD don calculatna the

ohelp smeoth out the p i c a t
e a t g a Conbt.an updated GwenGqe paùce
(Mean)
SRmplec oge Eaponen tial minq
avdge.

bually calculat.ecd o lenli6y the 4nen

e c i oo. o loch e Lo eenmne ts ppozt
tonce t s
o inend 9olloadnq n ncaton t
ibased oo pot poice-
 Date
Page No
N a n k e
Retune on Soks CRos)
T 9 o noo uedto
a
Thebe
vcaluate com
penational e 99Ncienc anc

Calcula bed by These CUE

fnq opeating_paedit b oet
i nt e n p n e t
Ro9 s6nlNy utu hen Compovingcomponien the attempt o

same
Ecure tne o6 business&o6 oyrl he
i2c.
Y Theoe
sentiment

ROS
Openai ptt EBIT)
Net sako.
N.t salo Total Revenue - Cnrdets
to
eduncdo p prid
Cubtomaus. don menchondoc
hetnMs.
How e09 cient compan nenatinq Pai bs
9 OfenUe.
op .Jne neenue.
To nou petomance

Rlative Snenqtn Tndox (RST)_

TE pnoi cles techoi cal naclens th sionab
bullish beandsh pvce momentam,&t t e n ab
plotted bencadh dhe gnoph o an a>et.» pice
Aa et. oall Conbidene Ove bouqht hen
the RsT above 10 ovensold hen
30 t balou
 Date
Page No

anke t n cato

Thee a subod 9 Aehoical 9nlcotosh

o Dasos.
onmula»
onc up cally Compaiscd

natune aseek to
Cane
quanti}ative i n
These
data n on
nenpet stock |nota tndon
nOvesb
to 6oncaast manlet
ottemp
ncude anhet bacadth,Manhe
Y The oe
Uoges,
AdancE Sechne, mooo
entimen,
 Pom)Olt D'venss0tcotiono
T he paocc o9 nvestinc
qon moneu Yn
d99 aet closse aecCat n anc) en

mnmi2 he venall nk o9 the pont eol:o

Mank odtz Model

ModennPol9olo theomy (NOT)isa paaclica

methoc Son selecEing indPstmnts i onden to
J
moximi2t dhon ovenalacknn> uHio an accetoble

ppontuoty set
es along the ltn (9non tn ne) whene
focaeased 'sk usth
posi tnely cozmela ted
0 0 nq thts
incaeabing netnn anothen
hiqh en ne tunns the
ghe
Con sc pomdeolfos toieldhahes
Con c o uct 9
etun a ven Jeve

EASReni non tien

T +he 6et 68 optima pontdolios that ofen
th highest epectrd »elunn eon G de® ned Jeve o
aisk
k he owest ok Ocn a givenJevJ o
xpected atuno.
he nunti
Pontalio, dhat : belco e09t ent dauntiy
noth
enoteh
ane sub -eptimal beca paovide e
e c d o not paovide
o9 u
duon on he ev
 Date
Page No

Captal
Asset Paucing MoJel CcnPM)

Descbes heelationsfip bl stemot

enpected a e i n o Son asschs,anticulad

sofk
ER Re+BCRm R)

beta 7 3
bea es

Ambioqe

Tt the simultancous punchae s a l e o9

et î n onden
he Same o di0s enent man kets
pao6RE nom Rny 09enncc in the assct»

Joted paace.
Secunity Manlket. ine Copital manhet n e

ntin Helps an aveston to detsr Delenm.nc an oveoa t

MS,
mne he manket isk o -o8 SLsces| \os>
cotmenb.

dicsDesne, both Fyneoning i Functi niog

non-unc oning poat 6olio
unr fory Leu eA ent. Mone

ee nd SD
Ousle Deta cocici ent
 Maph ani- Reunn dn
Seut
enp
SDD
Rik con
Sicleed Supkemai
att
stematc
slope Rm-Res

Poabgolo mqt otae

ppacache that
pontdol?% mgt.in onden applfe d 8o he e9SRcient
PP os7be
o6ible aenns a nena te e high et.
owest posblG
possbla h
o s
- Ace Pon9olfo
msootga
The Sact hat pontiulan stule o9 Canalsis |m
Con Oenenot.e
netwmns *hat can beat. manhe T
ove Sghendhan cuogs Coto.
op dowo appaeach bottom-up appaca
Pasne Pot-8olo mat. unatequ
Vice-Nena.
Fonmslo plans in Ponidolfo Rev?ion
Rupee plan
To th upee value cmosns constont. tn
het.ock
pont.0oe e hetota poatecto.