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Department of Management StudiesKDK College of Engineering
Presentation On-Wealth Management
Presented By-Devendra N. Uprade
Wealth ManagementSavings when channelized becomes investment and
investment when channelized becomes wealth.
Savings
Investments
Wealth
Wealth Management ContinueThe objective of wealth management to generate
passive income.
Wealth is the stock concept and Income is the flow concept.
Wealth is the stock wherefrom income flow on regular basis.
Investment Options AvailableTraditional
Gold
Property
LIC
RD
Doubling PeriodIt is the time period required to double the amount of
investment of investor.There are two rules used to find out the doubling period:
Rule of 72: 72
Doubling Period= rate of interest
Rule of 69: 69
Doubling Period= 0.35+ rate of interest
Portfolio Performance Evaluation Measures
Portfolio is the basket of securities.
To analyze the portfolio based on securities, there are
three methods,
Treynor’s measure
Sharpe’s measure
Jenson’s measure
Question:-
Consider the following information for the mutual fund L.
The mean risk free rate was 8 percent. Calculate the Traynor measure, Sharpe measure, Jensen measure for the mutual fund.
Mean Return%
Standard Deviation%
Beta
L 15 20 1.6
Solution:-
Traynor’s Measure =
L =
= 4.375
Sharpe’s Measure =
L =
= 0.35
Jenson’s Measure = L = =15-16 = -1
Thank You….!
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