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The document lists several major investors in India, including their backgrounds and investment portfolios. Some of the biggest investors mentioned are Rakesh Jhunjhunwala, Vijay Kedia, Nemish Shah, Dolly Khanna, and Ratan Tata. It provides details on the companies and industries they have invested in, as well as their estimated net worth, which ranges from hundreds of crores to over 1000 crores for some individuals.

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Arunim Mehrotra
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0% found this document useful (0 votes)
206 views23 pages

FM 1

The document lists several major investors in India, including their backgrounds and investment portfolios. Some of the biggest investors mentioned are Rakesh Jhunjhunwala, Vijay Kedia, Nemish Shah, Dolly Khanna, and Ratan Tata. It provides details on the companies and industries they have invested in, as well as their estimated net worth, which ranges from hundreds of crores to over 1000 crores for some individuals.

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

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 - Equity shares are long-term financing sources for any company. These shares are
issued to the general public and are non-redeemable in nature. Investors in such shares hold
the right to vote, share profits and claim assets of a company .

2. Debt securities- Debt securities are interest-paying bonds, notes, bills, or money
market instruments that are issued by governments or corporations. Some debt securities
pay a fixed rate of interest over a fixed time period in exchange for the use of the principal.
In that case, that principal, or par value, is repaid at maturity.

3. Real estate - Is property consisting of land and the buildings on it, along
with its natural resources such as crops, minerals or water;
4. Currency – Buying or selling of any universial accepted mode of Payment
5. Commodity - Refers to direct investments into poor communities via
community development banks, credit unions, loan fund and microfinance
institutions.
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 for
 Lykis Ltd. 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 in
which the management is going to
 Everest Industries Ltd.
grow, going to outperform its peers and
 Vaibhav Global Ltd.
the economy... invest in those
 Neuland Laboratories Ltd. companies for the next 10-15 years, and
 Panasonic Energy India Company Ltd. you cannot go wrong.”
 Cheviot Company Ltd.
 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
Ramesh Damani – Best Share
Mumbai and he also earned his
Market Investors in India
post-graduation degree from
Total assets: 800 Crores (1.24
the California State University
Billion USD)
in Business Administration
(BBA)
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
He graduated from Lala Lajpat Rai
company called ENAM
College which is under the Mumbai
Holdings which was previously
University in the year 1977 and
a stockbroking entity. Then
then he started with his investment
within few years, he entered the
profession. He has been one of the
investment banking sector with
leading Philanthropists of the
this company.
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
overperform in the stock
market. She has been investing
in the stock markets since
1996.  He invested in some IT
 Dolly Khanna is a home maker
companies, but for those
investments as well had to bear
and her husband Rajiv Khanna
losses.
is the brain behind Dolly
Khanna's multi bagger  UNITECH and HAWKINS
portfolio, is one of the most COOKERS were his successful
successful stock investors on investments. And he got
Dalal Street. approximately 25000% return
in UNITECH.
Investment

The current value of his investment is 1000 crore.


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

 Paytm
 Xiaomi
 Ola
 Zivame
 Snapdeal
 Urban ladder
 Cashkro
 Urbanclap
About
• Rakesh Jhunjhunwala (born 5
July 1960) is an Indian
businessman and [Link]
manages his own portfolio as a
partner in his asset
management firm, Rare
Enterprises. . In 1985, Jhunjhunwala invested
• Rakesh Jhunjhunwala, an Rs 5,000 as capital. By
investor with a Midas touch, is September 2018, that capital had
often referred to as India’s own inflated to Rs 11,000 crore.
Warren Buffet.. According to
Forbes' Rich List,
Jhunjhunwala is the 48th
richest man in the country.
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
Radhakishan Damani
 He is known for his low profile and rarely
appears in public events or TVs. He is also
the mentor for Rakesh Jhunjunwala and the
single largest shareholder of Avenue super
marts or D-mart, which has moved from IPO
price of 299 to CMP of 1450 in just one year.
He currently holds 53.56% of the shares in D-
mart.
 His strategy is quite simple that is investing
for the long term of 5 – 10years. He looks for
future prospects of the company before
investing.
 His portfolio includes blue-chip stocks like
VST industries, an affiliate of British Born: 1954
American tobacco. He also holds 26% of Net worth: $17.90 billion USD
stake in this company and akes investments
(2020)
from his firm Bright Star Investments Private
Limited.
 His other blue-chip stocks in the portfolio
are 3M India, Bluedart, India cements,
Sundaram Finance, TV today, Advani hotels,
Tv18, etc. Radhakishan Damani is surely one
of the top investors in Indian
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
 [Link] 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 Raamdeo Agrawal – Leading Stock
Rs 10 lakh in the stocks of the Market
bike maker at Rs 30 each, and InvestorsNetworth – 1000 Cr
clutched them for the following
20 years,
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.
Thank You

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