:: Aggrasive Portfolio ::

• JM Emerging Leader Fund (Multicap Fund) 12%
• Birla Sun Life Front Line Equity Fund (Large Cap Fund) 8%
• Sundram BNP Paribas Select Focus Fund (Stock Picker Fund) 8%
• JM Basic Fund (Infrastructure focus Fund) 10%
• Reliance Regular Saving Fund (Stock Picker Fund) 10%
• Fidelity Special Situation Fund (Stock picker Fund) 11%
• Kotak Opportunity Fund (Diversified Equity Fund) 8%
• HDFC TOP 200 Fund (Large Cap Fund) 13%
• HDFC Prudence Fund (Balamce Fund) 8%
• IDFC Liquidity Mangager Plus Fund (Liquid Fund) 6%
• Kotak Flexi Fund (Liquid Fund) 6%

:: Moderate Portfolio ::

• IDFC Imperial Equity Fund (Large Cap Fund) 10%
• JM Emerging Leader Fund (Multicap Fund) 10%
• Fidelity Equity Fund (Large Cap Fund) 11%
• Reliance Regular Saving Fund (Stock Picker Fund) 11%
• JM Contra Fund (Diversified Equity Fund) 10%
• DSP TIGER Fund (Sector Fund) 9%
• Reliance Vision Fund (Large Cap Fund) 9%
• HDFC Prudence Fund (Balance Fund) 9%
• ICICI Prudential Dynamic Plan (Dynamic Fund) 9%
• IDFC Liquidity Manager Plus Fund (Liquid Fund) 6%
• Kotak Flexi Fund (Liquid Fund) 6%

:: Conservative Portfolio ::

• HDFC Prudence Fund (Balance Fund) 20%
• Fidelity Equity Fund (Large Cap Equity Fund) 8%
• Reliance Vison Fund (Largecap Fund) 8%
• JM Contra Fund (Diversified Equity Fund) 8%
• Birla Sun life Frontline Equity Fund (Largecap Fund) 8%
• Canara Robeco Balance Fund (Balance Fund) 16%
• JM Arbitrage Advantage Fund (Arbitrage Fund) 20%
• IDFC Liquidity Manager Plus Fund (Liquid Fund) 12%

ARRIVED IN DUBAI

n@vneet

wat I learned in engineering...

+ You can study hard and still fail
+ You can not study and pass

+ Multiple choice does not mean easy
+ Six exams can be written in 4 days, but it ഹുര്‍ത്സ്

+ You can skip all the classes, study for 15 minutes before the final and still do better than an arts student in any arts class
+ Pi to six decimal places
+ Judging by my fellow students, engineers are either drunks or geeks
+ Everyone is someone else's weirdo

+ Front Row people are weird
+ Those who can, do, those who can't, teach

+ A 95.75% can be an A
+ An 80.1% can be an A+


+ You can kill your neighbors with a 9 volt battery
+ You NEED an HP

...and 'FREE BODY' DIAGRAMS excite me!

CONGRATS ! YOUR PORTFOLIO IS WELL DIVERSIFIED - MOST OF THE STOCKS HAS GREAT FUTURE. CAN SURELY HOLD FOR LONG TERM FOR AWESOME RETURN

=== You Can SURELY HOLD --->> HDIL / BARTRONICS / ONMOBILE / ECLERX / SHIV VANI / PUNJ LLYOD / Allied Digital / BHARTI SHIPYARD / Simplex Infra / Geodesic / TANLA SOLUTION / YES BANK

=== NO IDEA ABOUT Glodyne Technoserve AS NOT TRACKING FUNDAMENTALLY !

=== NOT BULLISH ON COMPACT DISC , WEAK FUNDAMENTALS AS PER ME UNTIL & UNLESS IT STARTS ITS ANIMATION BUSINESS. MOST OF THE THINGS LOOKS ONLY ON PAPER. SO MAY TRY TO BOOK PROFIT / EXIT AS PER ME !

=== Hindustan Dorr Oliver ( NOT SO BULLISH COMPARE WITH THERMAX , KSB PUMPS IN WATER SEGMENT !

REST IS EXCELLENT !!

My Portfolio Analysis

Hi Vikash...


Please have a look at my portfolio and give your valued suggestions...

I am looking for high growth companies though its quite risky at times keeping more software and Technology companies in one's portfolio...


1. Bartronics (Rev Guidance of over 80% this year, Rs.5000cr order for 9 years from Delhi Gov.)

2. Geodesic (Betting on MVAS, 3G, past performance)

3. OnMobile Global / Tanla Solutions (Betting on MVAS, 3G)

4. Simplex Infra (Well diversified orderbook beating slowdown and consistent performance)

5. Shiv Vani Oil (Strong order book and good growth)

6. Punj Llyod (Good bet on infrastructure)

7. HDIL (Good valuation, from 3-5 years view also good land bank majority in mumbai)

8. Allied Digital (Excellent past performance and bright future in Remote IMS)

9. Glodyne Technoserve (Excellent past performance and bright future in Remote IMS)

10. Bharati Shipyard (Low valuations and possible Rs.110cr. subsidy this year)

11. Yes Bank (Well managed and good growth potential)

12. Hindustan Dorr Oliver (Betting on Water Infrastructure and over 50% rev guidance this year)

13. E-clerx (pure KPO play)

14. Compact Disc (Very low valuation and excellent future revenue guidance, high risk/ high return)

The Glorified Plumber

The Glorified Plumber

Valve operation. Those two words are reverberating in my ears for quite sometime. It consumes a major part of the vocabulary of the people around me. Partly because, valves are an inevitable entity in any process industry, which controls the flow of fluids. But it is mainly because of the frustration of the blue-collar valve-operating engineers whose white-collar software counterparts are sitting a in an air-conditioned office, in a rainbow-coloured cubicle, working on a computer, emailing pictures of fancy training centres and good-looking females, and boasting of their upcoming or ongoing visits to the US. Whereas the blue-collared ones are working in shifts, in extreme climates, wearing grease and oil coated clothes and operating valves.
Chemical engineers feel it a bit derogatory to operate valves in a plant. Just as one need not be a mechanical engineer to drive a car or to repair it, one need not be a chemical engineer to run a plant or to repair it. On the other hand, just as a blockhead can break a car down with his driving or trying a hand at the repair, an improper valve operation can blow up a plant.

The show begins when a valve needs to be operated. Operation means it needs to be either opened or closed, either completely or partially in both cases, just as you open and close a household tap. A friend of mine explained like this to his mom: 'You know the tap on our wash basin? A valve is the same thing, only it is bigger, dirtier and more harder to turn.' A valve could be a manually operated valve or it could be a control valve. A control valve is not generally operated by humans. You have pressurised air, pressurised water or electricity to do that job. Blessed be those who invented the control valve for they have saved countless hours of manual labour. If it is a control valve, the worry is less because it can be operated either by a mouse click or a keyboard stroke from the control room. But if it is a manual valve, the fun begins. The instruction to operate a valve comes from the plant control room as the field operators generally don't take the initiative to avoid inviting comments of being over smart. When the control room instruction is from a reasonably behaved person, you usually go and do the job. But if the instruction is from a dumb-witted moron who gives it to emphasise their superiority or to create a havoc by their consistent barks, you just wait. And reply, 'I'll do it' or 'I'm doing it' or the more popular 'I'm on my way' when you actually relax and wait for the requirement of valve operation to subside. But finally when the control room operator screams on the walkie-talkie, 'C'mon, move your ass. Open the bloody valve, god-dammit.' you get up from your field cabin and move towards to valve. Every step seems so long as you approach the valve. You drag your feet, jump over pipes, climb the monkey ladder and reach the valve. Just when you start opening the valve you realise that the valve wheel is covered with grease and dirt. Then you think of using a cotton hand gloves, which should have been resting in your pocket. But when in need it, it is always back in your cabin. Then you descent all the way down through the monkey ladder, to fetch a pair of gloves.

When you start opening the valve with gloves, you realise that your muscle power is insufficient to open a the valve. Thus starts a hunt - the hunt for the most valued tool in field known as the valve-key. A valve-key is to a valve just as a spanner is to a nut. The valve-key helps you extend the diameter, giving the mechanical advantage, so that with less torque you can open a valve. Valve-keys are generally kept on a valve-key stand at a known place. But as it usually happens, the valve-key will never be there. You start searching for the valve-keys in the field. It is usually during this time, the scream comes from the control room, 'What the eff are you doing? Why the hell are you not opening the valve?' Then, for the first time, you reply the truth, 'Gimme a sec, I'm searching for valve-keys.' Surfing in the field, you find a valve-key lying as an orphan below some pump, smiling at your misfortune. You fetch the valve-key, wear you gloves and climb the monkey-ladder to try again. But as you already guessed, it so happens that the size of valve key never fits the valve. Now you are frustrated to the core that you won't feel like going back and searching the right size. So you invent methods of locking the wrong-sized valve-key to the wheel and open it. And if it so happened that you found a proper sized valve key, the curved portion should be pointing upwards while opening, and pointing downwards while closing. Even though you have done it a thousand times, the first time attempt you always lock it wrong.
You open the valve with the wrong-sized valve-key in a locking position you just invented. Just when you begin to wonder whether the effect of valve opening has started to show, there shouts the control room, 'What the heck? Do it slowly! Don't you know what will happen?' Then you steer a bit left left, steer a bit right, to finally arrive at the required flow rate.

This evolved valve standard operating happenings happens all the time. It sometimes has some deviations. Sometimes one of your sadistic supervisors pass by, sees you opening the valve and comments, 'Your experience can be judged by the way open a valve.' boasting his experience. That is when the chauvinist in you wakes up, and you say, 'True. I was not taught to open valves in college.' Or when you reach the valve in the first step, you see the valve has no hand wheel. Or the gearbox has been removed. Then instead of the hunt for the valve-key, it is for the variable wrench. In yet another instant, for a not-particularly-beautiful, not-so-coloured, beautifully-named, butterfly valve, you discover a missing quarter pin. If it was broken, chances are that it was broken before and you can find those pieces lying around. And if those lying around pins do not fit, you finally insert a welding rod and operate the valve

The worst part is the malfunctioning of the boon called control valve. Sometimes, it just gets bored of being remotely controlled and thus one fine shift, stops working. Poor thing. How long can it be a puppet with some jackass pulling the strings. It stops working calling for some personal attention. To operate a control valve manually, which is accustomed to remote operations, is bit of a job. Find the lever that changes the mode from automatic to manual, try turning with hand wheel, or extra efforts with valve-keys, spanners and variable wrenches. Whatever you do, whichever be the type, in the first attempt it never opens.

Valve operation is thus an art in itself. One of my ex-bosses once commented on the dilemma of chemical engineers becoming a glorified plumber, "You are not paid for the valve you operate. You are paid for the responsibility you undertake. You are paid for the knowledge of knowing which valve to operate and how to do it." Merely looking at the manual labour, one shouldn't dishearten. Valve operation needs meticulous planning, adroitness and a bit of killer instinct. To identify the type of valve, tools to open it, ways to approach it, applying the right torque and so on to get the precise flow rate with the least amount of effort. May be you don't need to be a chemical engineer to operate a valve. But the planning, precision and the foresight of the effects with which a chemical engineer operates it, is unparalleled. Amen.

Today, I would like to share with you 8 life lessons that Mother Teresa has taught us all and which, especially in times of difficulty, we should try our best to live up to:

1) People are often unreasonable, illogical and self-centred; forgive them anyway.

2) If you are kind, people may accuse you of selfish, ulterior motives; be kind anyway.

3) If you are successful, you will win some false friends and true enemies; be successful anyway.

4) If you are honest and frank, people may cheat you; be frank and honest anyway.

5) What you spend years building, someone may destroy overnight; Build anyway.

6) If you find serenity and happiness, they may be jealous; Be happy anyway.

7) The good you do today, people will often forget tomorrow; Do good anyway.

8) Give the world the best you have, and it may never be enough; Give the world the best you have got anyway.

Be like Mother Teresa. Be content that you cannot solve every problem, help every person or win every battle. However, do not let this stop you from giving your best in everything you do.

description:

well we r here 4 females.but
**************************************************
The problems with GIRLS:
If u TREAT her nicely, she says u are IN LOVE with her;
If u Don't, she says u are PROUD.
If u DRESS Nicely, she says u are trying to LURE her;
If u Don't, she says u are from SOME BACKWARD AREA.
If u ARGUE with her, she says u are STUBBORN;
If u keep QUIET,! she says u have no BRAINS.
If u are SMARTER than her, she'll lose FACE;
If she's Smarter than u, she is GREAT.
If u don't Love her, she tries to POSSESS u;
If u Love her, she will try to LEAVE u.(very truehuh
If u don't make love with her. she says! u don't Love her;
If u do!! she says u are CHEAP.
If u tell her your PROBLEM, she says u are TROUBLESOME;
If u don't, she says that u don't TRUST her.
If u SCOLD her, u are like a CHACHA to her;
If she SCOLDS u, it is because she CARES for u.
If u BREAK your PROMISE, u Cannot be TRUSTED;
If she BREAKS hers, she is FORCED to do so.
If u SMOKE, u are BAD BOY;
If she SMOKES, she is