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BY : TAKHAT PATEL ROLL NO : 38 TO : LECT. RUTVI SARANG INVESTMENT ALTENATIVES SUB : SAIM.

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Presentation on theme: "BY : TAKHAT PATEL ROLL NO : 38 TO : LECT. RUTVI SARANG INVESTMENT ALTENATIVES SUB : SAIM."— Presentation transcript:

1 BY : TAKHAT PATEL ROLL NO : 38 TO : LECT. RUTVI SARANG INVESTMENT ALTENATIVES SUB : SAIM

2 Defination An alternative investment is an investment product other than traditional investments such as stocks, bonds or cash.stocksbondscash This broad definition makes it impossible to list all alternative strategies, but the most important areas are real estate, private equity, venture capital,commodities, and hedged or absolute return strategies. Wine, art and antiques, indeed any business of value, might also be considered as an alternative investment.real estateprivate equityventure capitalcommoditieshedgedabsolute return One common theme to alternative investments is that they are often hoped to have modest correlations with traditional investments and so to increase the diversification of investor's portfolios.diversification

3 NEGOSIABLE SECURITIES

4 VARIABLE INCOME SECURITIES Equity Shares Growth Shares Income Shares Cyclical Shares Speculative Shares

5 FIXED INCOME SECURITIES Preference Shares Debentures Bonds IVPs and KVPs Government Securities Money Market Securities

6 NON - NEGOSIABLE SECURITIES

7 DEPOSITS Bank deposits Post office dposits NBFC deposits

8 TAX SHELTERED SAVING SCHEME Public provident fund scheme National savings schemes National savings certificate(6 yrs.)-3

9 LIFE INSURANCE Protection Easy payments Liquidity Tax relief

10 MUTUAL FUND An alternative investment is an investment product other than traditional investments such as stocks, bonds or cash.stocksbondscash This broad definition makes it impossible to list all alternative strategies, but the most important areas are real estate, private equity, venture capital,commodities, and hedged or absolute return strategies. Wine, art and antiques, indeed any business of value, might also be considered as an alternative investment.real estateprivate equityventure capitalcommodities hedgedabsolute return One common theme to alternative investments is that they are often hoped to have modest correlations with traditional investments and so to increase the diversification of investor's portfolios.diversification

11 Closed-end funds are like mutual funds, except that they have a fixed number of shares and are traded on a stock exchange. They are traded all day during regular market hours and the price changes continuously throughout a trading session. Closed-end funds may trade at a premium or discount to the net asset value of the underlying portfolio. There are likely many reasons for this, but there is currently no complete explanation for the phenomenon. Funds that continually trade at a discount to NAV are occasionally liquidated and the money returned to shareholders. This gives shareholders an immediate gain equal to the amount of the discount. CLOSED-END FUNDS

12 REAL ASSETS Gold Silver Presious metals

13 REAL ESTATE Equity investments in real properties Major property types include: Office, Industrial, Retail and Multi-Family Manager strategies Core – high quality properties which are fully leased; stable income stream Value Add – properties which are not fully leased and in need of repositioning in order to enhance value of the asset Opportunistic – New construction or complete renovation of existing properties

14 THANK YOU


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