CRR_Call Tracker

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ValueProductView

ValueProductPastPerformance

Company NameReco DateReco PriceExit PriceExit Date% ReturnIn days
ITC Ltd. 28/12/2023464.20487.5002/01/2025 5.02% 1 yrs
Britannia Industries Ltd. 27/07/20234,875.805,028.2512/11/2024 3.13% 1 yrs
JSW Steel Ltd. 22/02/2024826.951,003.0026/09/2024 21.29% 217 days
Bajaj Auto Ltd. 22/08/20249,910.0011,930.0017/09/2024 20.38% 26 days
Dr. Reddy's Laboratories Ltd. 26/10/20235,429.306,536.0005/07/2024 20.38% 253 days
Shriram Finance Ltd. 25/04/20242,430.102,955.0028/06/2024 21.60% 64 days
Coal India Ltd. 25/01/2024389.50501.6022/05/2024 28.78% 118 days
Infosys Ltd. 27/10/20221,522.601,411.6019/04/2024 -7.29% 1 yrs
State Bank Of India 25/05/2023581.30782.0505/03/2024 34.53% 285 days
The Indian Hotels Company Ltd. 24/08/2023401.85517.9007/02/2024 28.88% 167 days

CRR_MVC_PastPerformance

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Hanumant Dhokle

1.3 Nature Of Investments

Investments

Before you plan for any investments ask yourself these questions:

How do I invest?

First, get your finances in order and then pick a strategy that is right for you.

Where should I invest?

In stocks, bonds, certificates of deposits (CDs), mutual funds. We will focus mainly on stocks but give you the scoop on all of them.

When is the right time to invest?

There’s no time like right time now. Any time is as good as the other. But you will have to take a calculated decision.

In this program our focus will be on investment of surplus money that is available with us after we have met our needs. It is apt to mention few basic concepts of investment at this stage that include:

• Time value of money (see the reference).
• Return (we shall discuss it later).
• Risk (covered separately).
• Ability to cash the investment etc.

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