저자: RamdevAgarwal · 외국인
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일반 농부 아들 출신 Ramdev Agarwal이 1980년 이후 인도 주식투자로 큰 부를 이뤘다고 소개. 센섹스는 1980년 100pt에서 8만pt 돌파, 2029년까지 연평균 15% 상승 전망(15만pt 가능성), 5년마다 두 배. 워런 버핏을 멘토로 삼아 장기 투자 강조, QGLP(품질·성장·장기·합리적 가격) 공식 제시. 인도 기업 IPO 증가와 시장 성장 기대, 지수 하락 시 좋은 주식 매수 기회로 봐야 한다고 주장. 시장 과열과 SEBI 규제 언급, 부동산·금 대신 자본시장 투자 권유.
다듬은 글
Hello viewers, you are watching the Vistara Money Plus YouTube channel. I am Vasudev Marnad, a common farmer's son who came to Mumbai to study from Raipur, Chhattisgarh, and has amassed a fortune worth thousands of crores of rupees in the stock market in the last four decades. According to Force, today his wealth is worth 17 billion dollars, which is about 14,000 crore rupees in rupee terms.
He is none other than Ramdev Agarwal. He was investing when the Sensex was at the initial stage of 100 points. Now the Sensex has risen to 80,000 points. I remember his great experience of being involved in the Indian stock market for more than 40 years. When I first invested in stocks in 1980, the Sensex was at 100 points.
Now it has crossed the 80,000 mark. It is expected to grow by an average of 15 percent by 2029. It is not surprising that the returns reach 150,000 points. The Sensex doubles every five years, so there is no benefit to staying away from the market. I have seen market indices grow 30 to 40 times, so if you are an active investor, you can benefit from it, says Agarwal.
Ramdev Agarwal is the co-founder and chairman of Motilal Oswal Financial Services. What was a small securities company in 1987 has expanded enormously and today it provides mutual fund investment banking services. Ramdev Agarwal, who came to Mumbai from Raipur to study at the Institute of Chartered Accountants of India, became a chartered accountant.
While engaged in accounting services, he got acquainted with several companies and the stock market started attracting him, so in 1987 he became a sub-broker and later Motilal Oswal He founded the Financial Swiss company with Motilal Oswal. Now his family owns 36 percent of the company. He claims that American Warren Buffett is his guru.
When Ramdev Agarwal was a sub-broker, his account value was initially Rs 10 lakh. In 1990, when the Harshad Mehta scam happened, it increased to Rs 10 crore. Later, he went to America and got inspired by Warren Buffett. Till then, there were 225 shares in his account, but after taking Buffett's inspiration and guidance, the number of shares came down to 15.
By 2000, the portfolio grew to Rs 100 crore. Later, the value increased to Rs 10,000 crore. A large amount of money is flowing into the stock market directly and indirectly, but there is no need to worry about this. More than 50 crore people in the country should invest in the market, which will lead to the overall growth of the market, he says.
Finally, he says that taking risks improves the quality of equities. What are the books that helped Agarwal? In an interview, Ramdev Agarwal said that he studied some books to get familiar with the stock market. He said that he started investing in the stock market in 1987. I always read books, but initially I only read the annual reports of companies.
During the early years of my investment from 1987 to 1994, luck rather than skill was the reason for my success. In 1994, I found my mentor in Warren Buffett. I read the annual reports and accounts of his company Berkshire Hathaway to its shareholders without leaving a single word. Warren Buffett 's investment strategies and theories influenced me.
Later, I read many books related to investment and business management, because buying shares is like buying a good business, right Warren Buffett's annual letters to Berkshire Hathaway shareholders effectively reflected his investment philosophy. Buffett explains the key elements of business quality as follows: Invest only in businesses you understand and see how much return a company is generating on your invested capital.
Know whether a stock is a good one or not. Buffett simply explains what price and value are. What we pay for a stock is what it is worth, so it is important to buy stocks at the right price. Finally, he says that he learned from Buffett that he should not hold more than 30 stocks in a single account.
Agarwal has written books such as Common Stocks and Common Profits by Philip Fisher, Value Migration by Adrian Lowsky, Understanding Porter and Ben Graham. Agarwal explains that studying the works of Intelligent Investor had a positive impact on him. The current boom in the stock market is bigger than the one that happened in 1992.
The difference is that there was no market regulator SEBI then. The public should not go back to investing in real estate or gold. The capital markets should be made more attractive to the public, says Agarwal. Motilal Oswal Financial Services Limited was founded in 1987 by Ramdev Agarwal along with Motilal Oswal and started Motilal Oswal Financial Services.
At that time, it was a small broking unit with just Agarwal Oswal and one staff. Now, it provides financial services in more than 2,500 locations in 550 cities and has 12,500 employees. The company offers comprehensive services related to stock market investment. Motilal Oswal Tower office was also inaugurated in Bengaluru recently.
Ramdev Agarwal The family owns 36 percent stake in Motilal Oswal Financial Services. Ramdev Agarwal bought 10 lakh shares in two-wheeler manufacturer Hero Motor Co., Ltd. in 1995 when the share price was Rs 30 per share. He held those shares for 20 years, when the share price had risen to Rs 2,600. India's bright future.
In the last 25 years, the Indian economy has saved $10 to $12 trillion, but in the next 25 years, it will save $100 to $150 trillion. India will also see the emergence of large asset management companies like Morgan Stanley Merrill Lynch and JP Morgan, says Ramdev Agarwal. What is Ramdev Agarwal's investment philosophy?
He believes in long-term investment. He generally follows the formula QGLP, which means quality of the stock, growth, long-term. Longevity Reasonable price This should be considered. There are two more parts in QG LP, namely the quality of business and the quality of management. Both should be considered.
Investors should invest in companies that are achieving high growth and are fundamentally strong. Investors can use the power of compounding to grow their investment by using compound interest. It is possible to increase their investment by 15 to 20 percent and strengthen their stock portfolio. Ramdev Agarwal says that the corporate sector in India is now getting organized.
Companies are coming forward with interest to enter the stock markets and raise capital. This is providing good opportunities for investors. Agarwal says that the increase in IPOs is a good development. Don't worry about this. The market's objectives are to provide funds to companies in the market sector.
A retail investment is actively investing. The money that flows through IPOs should go to companies, then the shareholders will also get its benefits. The Indian stock market is sure to grow in the long run. Therefore, investors should be active by buying good stocks, selling bad stocks, restructuring the account, increasing investments regularly, and booking profits.
But please do not take the decision to exit the market at this stage. Due to the influence of some political events, the market may be adversely affected. The index may fall, but the market undoubtedly has the ability to digest them and grow again. Therefore, when the indices fall, you should consider it an opportunity to buy good stocks, said Agarwal.
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