Pretax Return

(i) Annual Salary: 600,000

(ii) Tax expenditure: 60000 (at10%)
(iii) Expense: 848,000 (6% increase from 800,000)
(iv) Net Money required (iii+ii-i): 308,000
(v) Investment Base :9,200,000
(vi) Pretax Return: 3.72% (iv/(v*0.9))
(vii) Nominal Return: 9.72% (vi+Inflation Rate)
FMCG Index
Auto Index
Banking Index
10 yr Indian
Government Bond
2 yr Indian
Government Bond
20% of the total
25% of the total
25% of the total
20% of the total
10% of the total
Expected Return: 10.84%
1
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2
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3
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4
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5
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Portfolio Allocation
Correlation and Covariance of each share was calculated
With respect to certain weights Portfolio value, Portfolio risk and Sharpe ratio was
calculated and optimized using LP
The ideal portfolio to maximize return and minimize risk


Analysis of various options
Highest Return

1. Expected Portfolio
Value: 1123.722466
2. Portfolio Variance:
9830.42041
3. Portfolio Risk:
99.14847659
4. Sharpe Ratio:
(-1.919117071)

Lowest Risk

1. Expected Portfolio
Value : 1101.445538
2. Portfolio Variance:
3.652205204
3. Portfolio Risk:
1.911074359
4. Sharpe Ratio:
(-111.2224967)

Highest Sharpe Ratio

1. Expected Portfolio
Value 1108.406349
2. Portfolio Variance:
30135.21304
3. Portfolio Risk:
173.5949684
4. Sharpe Ratio:
(-1.184329552)

Highest sharpe ration means best possible combination of risk and
return. Hence expected Portfolio Value: 10.84%
Why Choose us
An industry experience of 10+ years
Invest according to your persona. We provide all the
solutions
High return portfolio management for the risk takers
Be safe with your family and money with our minimum risk
portfolio
Maximize your output with minimum risk with our all time
portfolio
Achieved a maximum return of 27% yoy in financial
year 2013-14
Boast a clientele of 200+ esteemed customers
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