Top Investor Portfolio

Top Investor Portfolio – Find Investment Details of India’s Top Investors

In this article, we will discuss about three important things such as investor portfolio, investors’ latest holdings, and net worth.

When you are going to invest something, then you need to have a clear idea about these three topics. You need to understand the importance of an investor’s portfolio and along with this; you also need to know how to construct this.

Along with this, we will also provide a clear idea about net worth and the latest holdings. So, read this article thoroughly.

What is Investors Portfolio?

An investment portfolio is a basket of assets that can hold the stocks, bonds and cash for the investor. An investor portfolio can also include real estate and hard assets.

The investors aim through this portfolio is to return by mixing these securities in a way that will reflect the risk tolerance and financial goals. If during this time period, if you need any kind of help, then you can find a financial advisor to get the best guidance.

Most of the investment portfolios that are assembled in order to pay for retirement are made up mainly for securities such as stocks, bonds, mutual funds, money market funds, and exchange-traded funds.

Now, if you are looking into an investment, then you have heard of asset allocation. The asset allocation will describe the way to break down the investment portfolio based on the asset class. An asset class is the category of various securities.

Some examples of different securities you can build an investment portfolio with

  • Exchange-traded funds
  • Mutual funds
  • Bond funds
  • Real estate investment trusts
  • Equities / Commodities / Derivatives / Currency

When you are constructing the investment portfolio, then you need to know that risk is potential for your investment to lose money and mostly that time when the market or some particular asset is not working well. When you are investing your money, then you also need to think about the time horizon.

What is Investors Latest Holdings?

Holdings are one of the main content of an investment portfolio that is held by an individual or entity for example mutual fund or pension fund.

When you are talking about portfolio holdings, then you need to know that it will cover a large number of products such as stocks, bonds, and all other things.

The holdings will represent the securities held in the fund. All the things which come under holding are a combining form of a single portfolio.

In some cases, investors can choose their holdings through a limited liability company. In this way, they can able to reduce their personal exposure to risk, it can minimize their taxes and so on.

You need to know that holding company generally does not involve business directly because it will only serve on the investment of the company. The number and different types of holdings within the portfolio will contribute to the level of diversification.

What is Investors Net Worth?

Your net worth is everything you own that means your assets minus what you owe in debts. Your cash and investment, your home and real estate and cars or anything else will come under your assets.

Liabilities are what you owe on these assets such as your carloads, home loan, and student loan and so on.  Every financial decision which you will take needs to be aimed in order to increase your net worth.

Net worth is a concept that will help you to measure the value of an entity and it can be applicable for individuals, corporations, sectors and so on.

If you are considering net worth in business, then you need to know that it is also known as book value or equity of shareholders. The balance sheet of that company is also known as a net worth statement.

Net worth is basically a difference between the assets and liabilities and it will give you a clear image of an entity’s current financial position.

If you are willing to calculate the net worth, then you need to know that there are numerous calculators and software available in order to calculate the net worth.

When you are going to calculate the net worth, then you need to make a list of all your assets and you have to make an estimated value. Along with this, you also need to make a list of your debts and once this will be done, then you need to subtract.

Top Investor Portfolio – Conclusion

Hence, in this article, we want to provide a basic idea about these three factors and probably you will get a clear idea about the importance of investor portfolio, net worth and holdings.

This will help you to get a better opportunity in the future. If you are serious about investment, then you need to calculate everything and then you need to take the final decision.

Full Service Broker vs Discount Broker Full-service Broker

Full service brokers offer you several services along with buying & selling of shares, options of research and advice as well as retirement and tax planning. They mainly offer stocks, annuities, bonds, derivatives and insurance. Besides an exchange, they charge considerably higher fees.

Among the full-service brokers, there are several bank subsidiaries that will offer you a 3-in-1 account, that is, a savings bank account, a Demat account and an online trading account. Examples are ICICI Direct, HDFC Securities, Kotak Securities, etc. Full-service brokers solicit business and are paid mostly through commissions. This also means they get compensated not according to how well your portfolio performs with time, but by how often you trade. Other full-service brokers provide all these facilities except a savings account. Some renowned brokerage houses are Angel Broking, Sharekhan, India Infoline, Motilal Oswal, Edelweiss & others.

Discount Brokers

They offer no-frill stock broking accounts. They only provide the necessary trading facility at the least possible cost. Discount brokers are a recent trend in India and are catching up fast.

Discount brokerages make money by doing business in greater volume, competing mostly on price and “reliability” of the service: Whoever has the lowest prices and the best service gets the most trades in the brokerage business.

Discount broker charges are much lower than that of Full-service brokers. Among the most prominent discount brokers in India are: RKSV/Upstox , Zerodha, 5Paisa, SAS Online & others

Full Service Broker vs Discount Broker – Research & Advisory

Full Service brokers will always be rated high compared to Discount Brokers when it comes to all types of Research & Advisory. Check here –

Reports

Full Service Brokers

Discount Broker

Fundamental Reports

Yes

No

Research Reports

Yes

No

Company Reports

Yes

No

Annual Reports

Yes

No

Company Stock Review

Yes

No

Free Stock Tips

Yes

No

IPO Reports

Yes

No

Top Picks

Yes

No

Daily Market Review

Yes

No

Full Service Broker vs Discount Broker – Brokerage Charges & Fees

Discount broker will always win this race against full service broker. Lets see the comparison –

Brokerage Charge & Fees

Full Service Brokers

Discount Broker

Equity Delivery Trading

High

Low

Equity Intraday Trading

High

Low

Commodity Options Trading

High

Low

Equity Futures Trading

High

Low

Equity Options Trading

High

Low

Currency Futures Trading

High

Low

Currency Options Trading

High

Low

Demat AMC Charges

High

Low

Trading AMC Charges

Yes

Yes

Margin Fees

Yes

No

Full Service Broker vs Discount Broker – Products & Service Offered

This is one area where both the broker types are quite competent, Full service brokers are marginally ahead compared to discount brokers here.

Products & Service

Full Service Brokers

Discount Broker

Demat Services

Yes

Yes

Trading Services

Yes

Yes

3 in 1 Account

Yes

No

Intraday Services

Yes

Yes

IPO Services

Yes

Yes

Stock Tips

Yes

No

PMS

Yes

No

Margin Funding

Yes

No

Equity Trading

Yes

Yes

Commodity Trading

Yes

No

Currency Trading

Yes

No

Options

Yes

Yes

Futures

Yes

Yes

 

Full Service Broker vs Discount Broker – Trading Platform Comparison

In comparison of trading platform, both types of brokers are equally competitive. Let’s check their review

Trading Platforms

Full Service Brokers

Discount Broker

Desktop Platform – Windows

Yes

Yes

Desktop Platform – Mac

Yes

Yes

Desktop Browser Platform

Yes

Yes

Mobile Site Platform

Yes

Yes

Android App Platform

Yes

Yes

iOS App Platform

Yes

Yes

Windows App Platform

Yes

Yes

Other Mobile OS Platform

Yes

Yes

Real time Updates

Yes

Yes

Portfolio Details

Yes

Yes

Online MF Buy

Yes

Yes

News Flash

Yes

Yes

Research Reports

Yes

Yes

Easy Installation

Yes

Yes

Global Indices

Yes

Yes

Stock Tips

Yes

Yes

Personalized Advisory

Yes

Yes

Interactive Charts

Yes

Yes

Live Markets

Yes

Yes

SMS Alerts

Yes

Yes

Email Alerts

Yes

Yes

Multi Account Management

Yes

Yes

 

Full Service Broker vs Discount Brokers – Stock broking experience

In this category, Full Service brokers will beat discount brokers very easily. Full service brokers have been in existence since ages & discount brokers are a new trend. But Discount broking firms are growing at a very fast rate as they charges very less brokerage, they are attracting traders towards them & engaging with them significantly. 

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