1. 321 LEARN FORM THE HISTORY OF INDIAN SHARE MARKET SEARCH FOR THE BEST AND TAKE ACTION REAP THE FRUITS RESULT ANALYSYS EQUITY 1 SEARCH FOR GOLD

2. 1 PAST HISTORY SHOWS EVERY BULL MARKET HAS NEW LEADERS/SECTOR S 2 “ACC” LEADEAR OF 1992 BULL MARKET CAN’T TOUCH ITS HIGH TILL 2004 3 “IT “ LEADERS OF 2000 LOST AS MUCH AS 90% OF TOP VALUATIONS IN 2004 4 EVERY BULL MARKET HAS DIFFERENT SECTORS TO RUN 5 FMCG (HUL) / IT (WIPRO) GAVE JUST 15% RETURN IN LAST 10 YERS RALLY AND BOTH WERE LEADERS OF PREVIOUS RALLIES 6 NEW BULL RUN WAS REPLACED WITH RALLIES IN METAL / REALESTATE / CG WITH ALMOST 500% RETURN IN JINDAL/SESA GOA / UNITECH/ LT RESULT ANALYSYS 2 SEARCH FOR GOLD

3. 1 IF YOU WERE HOLDING ACC / HUL IN 2002 – 2008 BULL RUN YOUR MONEY WAS WASTED. 4 HOLDING RATIO PUBLIC /FII WAS 20%/13% IN HUL IN 2002. HUL DID’T POARTICIPATE IN 2002-208 RALLY AND PUBLIC DID’EARN 2 IF YOU HAVE HAD REPLACED WITH SCRIPS LIKE JINDAL /SESA YOU HAVE HAD CREATED WEALTH 5 RATIO OF PUBLIC/FII IN WIPRO WAS 9%/1.92%.WIPRO DID’T PARTICIPATE IN REALLY & PUBLIC DID’T EARN FII WERE NOT INTRESTRED IN OLD LEADERS 3 SESA GOA / STERLITE / JINDAL /KOTAK BANK GAVE ALMOST 1000% CAGR RETURN BUT PUBLIC WERE HOLING IT OR FMCG. 6 IT’S THE ANS FOR WHY PUBLIC IS LOOSING AND THEIR WALLET IS GETTING THIN EVERY DAY AND FII ARE GETTING FATS AGENDA 3 SEARCH FOR GOLD

4. 1 2 3 TOP EARNING SETOR IN 2002-2008 RALLY WERE METAL / CG / REALESTATE RESULT ANANYSYS 4 TOP EARNING SECTOR CURRENTLY ARE BANKS/IT/FMCG/PHARMA SECTORS ARE CHANGED ---- LEADERS ARE CHANGED. INVEST IN THE SECTORS WHICH ARE GROWING AND PRICE S WILL GROW AUTOMATICLY 4 SEARCH FOR GOLD

5. RESULT ANALYSYS 5 SEARCH FOR GOLD INDICES GROWTH SENSEX 20 METAL -38 PSU 1 FMCG 33 AUTO 8 IT 35 POWER -31 BANKEX 41 PHARMA 30 O&G -25 REALITY -16 CAPGOODS -20

6. MONEY ALLOCATION SEARCH FOR GOLD 6

7. PORTFOLIO ALLOCATION SEARCH FOR GOLD 7 PORTFOLIOSTOCKSBUYADDTARGETINVESTMENT BANKEXSBI1582237431664% 22%HDFCBANK3945246544% ICICIBANK731118716434% UTIBANK1013161622194% BOI---2% YESBANK2644496332% INDUSIND----2% ITHCLTEC4537099655% 20%TCS891121315345% INFY2500357946585% ORACLE---2.50% HEXAWARE1001862722.50% FMCGHUL3484325155% 18%ITC1231632035% DABUR70961222% JUBILANTFOOD49582411542% UNITEDBREW---2% NESTLE2425319939742% PHARMACIPLA2613515154% 16%SUNPHARMA3935446954% DRREDDY1597231930414% STRIDE1427221322991.5 WOCKHART53586211881.50% DIVISLAB---1% NIFTYONGC2333254182% WITH STR GRCAIRN3324114902% 12%AMBUJA CEM781121452% RCAP2194306412% ACC915134017642% POWERGRID1151481822% LOW P/E STOCKSBHEL3275217152% 12%TATA MOTOR3245237012% IDFC1162032902% NTPC1612072522% MUNDRAPORT1381942502% REC1822673532%

8. ALWAYS BUY COMPANIES WITH GOOD GROWTH AT AVERAGE TO LOW P/E IF COMPANIES ARE NOT AVALABLE AT LOW P/E THEN WAIT WITH CASH & START ADDING SMALL QUANTITY TILL IT COMES AT BUY PRICE ALWAYS BUY COMPANIES WITH GOOD GROWTH AT AVERAGE TO LOW P/E IF COMPANIES ARE NOT AVALABLE AT LOW P/E THEN WAIT WITH CASH & START ADDING SMALL QUANTITY TILL IT COMES AT BUY PRICE IMPORTANT DON’T BE IN HURRY BUYING MORE QUANTITY AT HIGH P/E EVEN IF COMPANY IS GROWING TRACK COMPANIES GROWTH EVERY QUARTER – QUARTER EVEN PRICE OF GOOD COMPANIES FALL IN BAD ECONOMY....BE PREPARED DON’T PANIC – HAVE PATIENCE INVEST LESS AS YOU WILL NOT NEED IN ANY TYPE OF URGENCY GIVE TIME FOR MONEY TO GROW...DONT DISTUB IT AGENDA 8 SEARCH FOR GOLD

9. HAPPY INVESTING GIVE YOUR TREE TIME TO GROW DON’T DISTURB HIM ASKING TO GROW OVERNIGHT! SEARCH FOR GOLD 9