JP MORGAN INDIAN INVESTMENT TRUST PLC (JII) Shares

ABOUT JP MORGAN INDIAN INVESTMENT TRUST PLC

JP Morgan Indian Investment Trust plc is a division of JP Morgan Chase and Co., which has a long history dating back to 1922 when the latter company established an ownership interest in merchant banking firm Andrew Yule & Co. In 1945 Chase National Bank opened its first office in Mumbai.

JP Morgan India began to diversify its interests in the 1980s with the inclusion of investment banking, cross-border capital market activities and financial advisory services.

Today, the company’s Mumbai-based global service center is one of JP Morgan’s largest divisions outside of the United States.

The company’s presence was cemented with the launch of its commercial banking interests in 2007, which has helped to gain investments of over US Dollar 20 billion for Indian corporations. The company prides itself on being one of the leading investment banks in India.

OVERVIEW OF JP MORGAN INDIAN INVESTMENT TRUST PLC

• JP Morgan Indian Investment Trust plc‘s key focus is on gaining capital growth through investments in India, as well as from companies which derive a part of their earnings from material interests in India.

• The company has a diversified investment portfolio with several sectors including financials, information technology, materials, consumer discretionary, consumer staples, utilities, energy, telecommunication services and healthcare.

• The company’s top 10 holdings include Housing Development Finance, HDFC Bank, Tata Consultancy Services, Axis Bank, ITC, Maruti Suzuki India, Larsen & Toubro, Ultratech Cement, Kotak Mahindra Bank, and IndusInd Bank.

• This strong investment core ensures a strong long-term yield in dividends for those who choose to buy and sell shares derived from the Indian market.

VISION & VALUES OF JP MORGAN INDIAN INVESTMENT TRUST PLC

• JP Morgan Indian Investment Trust plc‘s key objective is to provide capital growth from Indian investments by outperforming the MSCI India Index.

• The company aims to base its growth on a few integrated business principles which serve to differentiate it in the investment market, including client service, operational excellence, integrity, fairness and responsibility, and a company culture of winning.

• The company’s client service is pillared on a customer-centric approach, using its extensive investment knowledge to anticipate customer needs and deliver accordingly. To this end, the company ensures that it never focuses purely on short-term profit at the expense of the customer’s financial well-being.

• Operational excellence is ensured by measuring performance with a detailed, balanced scorecard, and striving for excellence through the recognition that teamwork relies on optimal individual effort. A culture of integrity is ensured by adhering prudently to financial laws and legislation.

• These values serve to bolster the company culture of winning, by sourcing the best employees from a diverse range of individuals who are geared towards understanding the broader customer spectrum.

• Employee performance is rewarded and acknowledged in order to encourage all individuals to provide their best in terms of client delivery.

MARKET PERFORMANCE OF JP MORGAN INDIAN INVESTMENT TRUST PLC

• JP Morgan Indian Investment Trust plc currently trades on the Financial Times Stock Exchange (FTSE) under the stock symbol -JII, with a market cap of 772 million pounds.

• To date, the company has performed well against its benchmark of the MSCI India Index, with its ending values for the third quarter of the 2019 financial year reflecting a share price of 16,193 pounds and a recorded growth of 10 million pounds.

• While fluctuations in currency values may affect the share price, financial analysis indicates that the company’s consistent performance makes it a solid buy for those who wish to purchase shares on the FTSE 350.

Buy JP MORGAN INDIAN INVESTMENT TRUST PLC stocks / shares – A Step by Step Guide how to Buy / Purchase JP MORGAN INDIAN INVESTMENT TRUST PLC Stocks or Shares online.

Before buying any stock or share one has to consider a few factors.

STEP 1: PROPER RESEARCH IS ESSENTIAL

Upon deciding you want to buy JP MORGAN INDIAN INVESTMENT TRUST PLC Stocks / Shares, it is critical for the serious investor to do proper research into the said company. Its values should align with those of the investor’s current portfolio. An investor needs to familiarise himself with the basics and history of the company, as well as its leadership and performance in the market. Its company reports should also be scrutinized.

Consultation with a brokerage firm can also assist in determining whether investing in a specific company will complement the investor’s current portfolio. The investment “risk ladder”, which identifies asset classes based on their relative riskiness, is another useful tool when determining which company’s stock / share is the best to buy.

STEP 2: CALCULATE THE AMOUNT OF INVESTMENT IN JP MORGAN INDIAN INVESTMENT TRUST PLC STOCKS / SHARES

It is important for an investor to monitor his total investment in stock in order to keep his portfolio aligned to his investment strategy. The overall value of his holdings will change with the fluctuation in stock prices, which can throw his portfolio off balance. To determine the amount to invest, multiply the number of shares of each stock by its current market price to determine the total investment in that specific stock. For example, if you own 100 shares of a US Dollar 5 stock, multiply 100 by US Dollar 5 to get US Dollar 500.

STEP 3: DECIDE ON THE STOCK / SHARE ORDER TYPE

Investors can choose from a market order, a limit order, a stop order (also referred to as a stop-loss order) or a buy/sell stop order. It is important to familiarise yourself with each type’s pros and cons before deciding which one will suit your current stock profile best. An investor should be guided in this choice by his investment objective.

STEP 4: OPEN A BROKERAGE ACCOUNT

A brokerage account – also known as taxable investment account – is similar to a retirement account, but more flexible. Where a retirement account has limitations on the amount of money that can be contributed annually, and restrictions on when funds can be withdrawn, a brokerage account is more flexible. The latter has no income or contribution limit and the investor can withdraw his money at any given time. This flexibility, together with its potential investment gains, makes a brokerage account more attractive to serious investors. Brokerage accounts are ideal for goals or savings that are further than five years away, but closer than retirement. It can also supplement an investor’s emergency savings.

STEP 5: COMMIT AND PURCHASE JP MORGAN INDIAN INVESTMENT TRUST PLC STOCKS / SHARES

Lastly, commit to the stock. Pro Tip: Monitor the value of your stock to ensure you have a growing stock value and dividend pay-out.  Regularly check the share price online to ensure your investment delivers a positive return on investment. You are now a proud owner of JP MORGAN INDIAN INVESTMENT TRUST PLC stocks / shares.

5 Questions to ask yourself before purchasing any stocks or shares.

1. Is it the best time to buy this stock / share?
2. Should I buy JP MORGAN INDIAN INVESTMENT TRUST PLC stocks / shares in the current economic climate?
3. Can I afford to buy this stock / share?
4. What is the forecast of the stock / share growth?
5. What is the current price per earning ration on the stock / share?