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Rakesh Jhunjhunwala의 투자 여정과 사망 후 포트폴리오(아내 Rekha 관리)를 소개하는 교육용 영상. 영상은 Rakesh Jhunjhunwala를 인도의 대표 투자자, 'Big Bull' 및 '인도의 워런 버핏'으로 소개하며, 사망 시 순자산 약 100억 달러 수준이라고 언급한다. 초기 투자 이력으로 1985년경 Sensex 약 5000, BSE 지수 150 수준의 시기를 언급하고, 1986년 Tata Tea 약 5000주 투자로 3개월 만에 약 3배 수익을 냈다고 설명한다. 이후 3년간 약 5lakh에서 20lakh로 불렸다고 한다. 투자 회사로 Rekha와 Rakesh 이름 첫 글자를 딴 개인 투자사를 소개하며 IPO 가능성을 언급한다. 2023년 7월 기준 자산 가치는 약 38,687 crore로 제시된다. 대표 보유 종목으로 Titan(약 14,181 crore, 지분 약 5.40%), Tata Communication, Canara Bank, Fortis Healthcare, NCC(약 12→120 수준 상승 언급), Tata Motors, Federal Bank, Star Health, Metro Brands 등을 나열하며 지분 변화를 설명한다. 결론적으로 기본적 분석(사업모델, 경영진, 지배구조)과 인내를 강조하고, 타인 추천을 맹목적으로 따르지 말라고 조언한다. 영상 자체도 교육 목적이며 투자 권유가 아니라고 명시한다. 특정 자산에 대한 향후 1~3개월 가격 방향 예측 발언은 없다.
다듬은 글
Hello friends, Namaskar, today we are going to talk about Rakesh Jhunjhunwala Sir, famous as Bugle in the Indian share market and in this video we will take a look at his journey so far and try to see how he has built his portfolio from ₹100 to ₹ 38000 crores till now, how he has built his market value, along with this we will also know how much time it took for him to build it and what he did for it, although he is no longer in this world, but the portfolio that he had built, that portfolio is still being looked after by his wife Rekha Jhunjhunwala, in which almost 26 stocks were included when he left, 19 of his stocks are still included in the portfolio, so we will look at 19 stocks, along with that we will do a surgery on the journey of Jhunjhunwala Sir from 1950 till 2022 and try to understand it.
We will see what he has done that he has emerged as a successful investor bank in India and he is called the Warren Buffett of India. Although this video may be a little long, but it is going to be a very important video for your motivation, which you should not miss at all. When you watch this video till the end, you will feel that his story will be the story of one of us small investors like retail investors, that is, this video is going to be a great video for your motivation.
However, there is a display in it that this video which we are making is only for educational purposes so that it is to tell the retail investor about how was the journey of this sir and the details of his portfolio, the only purpose is to tell and the purpose is to give education. After watching this video, you will try to avoid any investment because before making any investment, you will try to understand its fundamentals a little and then take your investment decision as per the advisor only.
So, friends. We begin the video, friends, you all know that the stock market is India's largest and is beneficial for the wealthy and hardworking. One such celebrity of ours was Rakesh from Jhunjhunu, whose success story is a tree for us, a source of strength, and is famous as India. He was a well -known trader as well.
At the time of his death, his net worth was around 10 billion dollars. After his death, when he died on August 14th, his death anniversary is coming up. When he died on August 14th, after that, we are looking at his post-portal portfolio. In one, Rekha Jin-Jinwala is serving as a valuable portfolio which he has inherited.
Therefore, through this, we will try to understand how his inspiring journey has been, along with his struggles and successes, we will also post about his portfolio in 2023. We'll also do a little scan to see which stocks are included in this portfolio. In this video, we'll start with a few questions.
First, we'll try to see who Rakesh Jhunjhunwala was and where he started his investment journey. After that, we'll see how his journey has been. After that, we'll learn a little about his investment company. After that, we'll also try to understand his report on polio. So friends, as you know, Rakesh Jhunjhunwala was born in a Marwari family in Mumbai.
He completed his studies at Mumbai University and later became a chartered accountant, which later became known as a good accountant. His story isn't about going from poor to rich, but it's about God and self- confidence. Because becoming a chartered accountant means you must have had a decent background.
However, he should n't be seen as someone who did not become rich from poor. But one thing is certain about him: he He possessed so much fear and confidence that he almost reached this position. Because of his skill and success in the stock market, Jhunjhunwala is often called India's greatest or the Midas Duck.
Sadly, he left this world before his time, his wealth, including his assets, will be given to his wife and three children. The wealth he left behind, worth approximately ₹1,000 crore, will be divided among his children and his wife. Besides, the renowned investor, Jhunjhunwala, is also known as one of the most influential individuals in the third-largest economy.
He has given back a lot to society through his foundation. That is, while he played a good game in the stock market, he also invested well in education and healthcare, and also managed his work through a trust. Now, if we talk about his journey, here you can see how his journey began. It was started from Mahotsav and it was in 1985 when the Sensex was 5000 and the Bombay Stock Exchange Index was at number 150, which you will see now has almost crossed 8000.
His first biggest profit was earned in 1986. He invested about five thousand shares in Tata Tea shares, which used to be 45 rupees per share at that time, and this Tata share gave him a good return in just 3 months and multiplied his money by almost three times and it went from 43 to 143 and it was about 5 lakhs.
In the next 3 years, he earned a profit of more than Rs. By trading in the share market, it reached from about 5 lakhs to 20 lakhs. Now if we talk about this daily investment company, you can see that Jhunjhunwala established a start-up trading firm, which is this Enterprises, you will see its EPFO is about to come, soon you will get to see the IPO of his company, so although Universal Sir does not have this rule but his IPO will come, now let's see whether it proves to be a successful IPO or not.
This name is Zindagi's wife and it starts with the first letter of her name, that is, it is taken from the first letter of the name of Rekha Jhunjhunwala and Rakesh Jhunjhunwala ji. This Area Enterprises was established in its name. If we talk about their net worth, then you can see here that Rakesh ji Maharaj who is Sir and his associate, if we talk about their total property at Chowk till 20th July 23, then it is worth about 38687 crores, that is, on one hand, he started his investment with ₹100 and the biggest investment he made was in the first share of Tata Tea.
However, you must be knowing that his biggest investment was in the title company, which is Tata's Titan company. In this, he invested about 5000, which we have already been referring to by the name of Tata and the same Titan still sits in his portfolio with good special stocks. This has happened and it is only on the strength of Titan that Jhunjhunwala, who is a good stock, became a big force in the stock market.
So friends, now we have come to his portfolio and are going to see his sir and his associates' portfolio of 2030, on 2 June 2010 and that of March 2030, combining both, how many companies are there in it and how many stocks are included in his company. We are going to see all of them. If we talk about the portfolio, then the first company in it, which you know, this sir 's name is famous in the entire stock market, then he is famous by the name of Big Bill, is Titan Company Limited.
You must be seeing here that with a valuation of about Rs 14181 crore, he still has a total holding of about 5.40% in his portfolio in Titan Company, which you can see that in March, in comparison to this, he has increased his holding in it, so the current company which is the first company is Titan Company Limited.
After this, if The second company he owns is Tata Communication Limited, that is, the title is also of Tata and Tata Communication is also of Tata, their valuation is around 840 crores and in his city he still holds 1.80% holding which is Tata Communication. If we talk about the third share, then it is Canada Bank, which you can see here that the valuation of Canada Bank, the total value of its holding is around 1276 crores and the total percentage of his share is 2.10%, that is, he has a good holding in it, he still holds a holding of 1300 crores in Canara Bank.
Now if we talk about the fourth company, then the fourth company is Krishna Limited, in which in the last quarterly marks quarter 2030, he had a share holding pattern of around 5.30 percent of his total portfolio, the same at this time i.e. in June 2010, it was around 5.5%. He has maintained a total holding of around Rs.
1561 crore and its total valuation is around Rs. 1561 crore at this time and the fifth share is Fortis Healthcare Limited, its total valuation is around Rs. 1100 crore, he has included this share in his portfolio and he has included this share of about 4.5% in this portfolio. Now if we talk about the biggest claim he has made on the company, then it is the sixth company NCC Limited, which we were talking about, he had bought it for around Rs.
12 and it is currently trading at around Rs. 120, so you can see that he has added around Rs. 1142 crore in the portfolio, this is its total valuation, his total wealth is around 13.10% of his total share which he has held. Now if we talk about the seventh share, it is Tata Motors Limited. This company also, when Corona came yesterday, at that time, they had included a good holding of around ₹60 in their portfolio and if we talk about the present, then the total valuation of these shares is around 3247 crores which is 1.60% of their total holdings, now if we talk about the eighth, then that Bag Limited share which has a valuation of 256 crores and they have included it in their holdings for 8% and if we talk about the next share, then it is Federal Bank Limited share which is among the companies, keep God in mind and its valuation has increased to 993 crores and it remains around 4%, almost 13% in their holdings, now if we talk about the next share, then it is Star Health and Lite Insurance Company Limited, if we talk about their valuation, then its valuation is around 6.30 crores and by making it the biggest holding of their group This is what has been kept because what you are seeing is that around 17% of the holdings are included in it.
Now talking about the share is Alien Limited which has a valuation of 2004 crores and they are holding around 3% of the share in it. If we talk about June 2023, then in March 2013 their share holding was around 320% which has reduced and it is around 3.1% of the total holding, they are still holding the share.
Now if we include Food Limited which has a valuation of 165 crores and around 8% of their holdings and in the last quarter in March quarter it was around 8.2% of it which has become 8.1% of the quarter, still their good share is still almost 8% of their portfolios. The next share is Raghuvati Insan Limited whose valuation is around 61 crores and they have held around 5% of their portfolio.
Around 100 crores have been held, which is in comparison to March 2013, they have reduced it by about 0.1%. Now the next share is Auto Line Industry Limited, whose valuation is around 7 crores and it is still included in their portfolio at around 2.5%, which is last India Limited whose total valuation is around 332 crores, which is around 8% of the total portfolio.
Its total percentage in the last quarter March quarter was around 10.30 percent, which has come down to around 8.30 percent in the current March quarter. The next share of theirs is Metro Brands Limited, whose valuation is around 2800 crores and it currently holds around 10% of the total portfolio in their city, which has been held since last March, in that they had held around 14.5%, which has come down to around 9.5%.
Now they have included one more company, that is, his wife, who There are lines and their subsidiary and the companies which they have combined to form another company, the name of the company is In Property Limited, which you can see that although it has gone up from the valuation of the company at present and it is not at all there at present because in the last quarter when it was around 2.10%, the same has gone up and it has been removed from their company, so tomorrow we will meet and talk about those whose valuations are included, looked at their percentage and also tried to see who has what percentage in them, they are third, finally if we talk about Rakesh Jhunjhunwala sir, it has always been said in his elders that Rakesh Jhunjhunwala sir has always worked as an enthusiastic university and at the same time he has left no stone unturned in recognizing the potential and development of the Indian economy, he has always been a leader for news which he still is and this is the reason that we want to read and watch them, there are many mistakes on Dalal State but Jhunjhunwala is one of the most influential people in India.
This could prove to be the last straw. Whether it's an old player or a new player, everyone is an administrator and analyst of Jhunjhunwala's business nation, and their elders want to know on what basis the old Sir acquired Titan and what his vision was. Jhunjhunwala used to conduct surveys and instead of copying his holdings, you should do your own research and develop solutions to find a place that not only has low risk but also has the potential to give higher returns.
That is, he said that whatever you give to his company, do not do anything based on someone else's opinion. Whatever you want to do, look at the fundamentals of the business, its business model, what is its future, what is its relationship with the promoter and its link pattern, do the criteria for such related things, do you meet the criteria or not?
Invest in it only after looking at all these things. Whenever you invest, its sources should be very good and along with research, the risk capacity should be in accordance with them so that you do not invest in it. Not only can you earn a good amount of money, but you can also have the ability to increase your stake in it.
So, before leaving, I would like to say that Rakesh Jhunjhunwala, who is a successful stock marketer in one area, all this starts with a tree for everyone, but one thing that you should keep in mind is that before making any investment, you should do a thorough fundamental analysis of any company and it is very important to know its details.
It is also very important to see how future-oriented any company is, how its management works, what is its business model, what are the related things, what is their depth, what is their promotion and holding pattern. Even after looking at all these things, if you invest, then it is for the mother. In this, you can generate good returns in any stock and make your portfolio a better portfolio.
At the same time, the biggest lesson to learn from this is patience because patience is something that It is very important to be in the stock market, be it any thing, whether it is the business system, the business should be good, the company should be good, the management should be good, and at the same time, their gift is good, that is, all the people should be good, but if one thing is not there, money and if there is no patience, then this demand will not come, you cannot survive in the stock market, you cannot earn good returns because Rakesh Jhunjhunwala, when he had bought Titan around 1985, had bought about 5000 shares, see, he still holds Titan and the same Titan is helping him to take his portfolio a lot ahead today and Rakesh Jhunjhunwala Sir is said to be the best in India, who has helped in becoming a good investor, so this is one thing, if you look at the fundamentals and see if the fundamentals of the company are strong and then if you invest in it, then this is the mother's responsibility and at the same time hold it with patience, then no one can stop you from getting returns, nor can anyone think and have the power in it, so friends, this is it In this video, I wanted to tell you to like this video and if you like this video then definitely like it and also do not forget to press the bell so that you keep getting updates of new videos from time to time. Jai Hind friends.
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