Presentation Description

Why equity is good investment for wealth creation? Why one should invest in shares ? Why equity can is better than FD? Investing, Shares, Stocks, Inflation, Compounding, Tax saving, High returns


Presentation Transcript

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4 Reasons of Why you Should invest in Shares

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What are Shares  Shares are a part of ownership of the company. So shareholder are known as the owner of the company  Shareholders get voting rights and participate in the profits earned by a company  Investments in shares are risky but the rewards are high investors get dividend and increase in price of the share

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1 Reason Returns As seen from the graph returns on Shares are comparatively higher than • Fixed Deposit • PPF • Gold 9.0 -10.4 7.8 18.7 24.6 27.4 32.5 4.8 -10.1 -3.7 6.0 9.5 8.5 9.0 8.5 9.5 8.6 8.8 8.7 8.7 -15.0 -10.0 -5.0 0.0 5.0 10.0 15.0 20.0 25.0 30.0 35.0 Mar-11 Mar-12 Mar-13 Mar-14 Mar-15 Last 5 Year Returns Sensex Gold FD PPF

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2 Reason Tax  The returns earned on Shares held for more than one year are Tax Exempt  Dividends earned by an investor are Tax Exempt Equity Mutual Funds Debt Mutual Funds Fixed Deposit Tax on Interest as per Tax Slab of Investor Tax free if Sold after 1 year. 15 tax in case sold within 1 year of Purchase Shares Bonds Tax free if Sold after 1 year. 15 tax in case sold within 1 year of Purchase 10 Tax if Sold after 3 years. If Sold within 3 years then as per Tax Slab of Investor Tax on Interest as per Normal Income Slab For Detailed Analysis refer our Taxation page

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3 Reason Inflation Present rate of inflation is 6. • BSE Sensex has delivered 11.9 Annual Return in past 5 years • Comparatively returns on FD after adjusting for inflation is 2 which is very low As you can see in Chart Shares provide an excellent protection against inflation and are very beneficial in the long run Source: AdviseSure Research 12 9 9 11 6 9 -10 8 19 25 -15 -10 -5 0 5 10 15 20 25 30 2010 2011 2012 2013 2014 Inflation vs Sensex vs FD Inflation Sensex

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4 Reason Liquidity Shares are the most highly liquid instruments in the market Bank Fixed Deposit Saving / Current Bank Account Corporate Fixed Deposit Highly Liquid Property Equal to cash Moderate Liquid Illiquid Debt / Equity Mutual Funds Highly Liquid Shares/Gold Highly Liquid.

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Risk Profiling Knowing- Risk Capacity- How much Risk you can afford to take Risk Attitude- How much Risk you want to take Financial Goals Knowing- All Financial Goals of the life The Inflation adjusted amount required to meet them Right Portfolio Investment Products right as per risk profile Portfolio which is tax efficient Buy/ Sell With least Brokerage Commission With Nil hidden costs Regular Monitoring Of Portfolio and Markets Rebalance Investments when required 1 2 3 4 5 OurProcess Know Best 5 shares for your Risk Profile Start Now

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Wealth Creation Advice Monthly Savings Advice Tax Saving Investments Portfolio Restructuring Advice Goal Planning Online Transaction In case you want to invest Lump Sum In case you want to invest On Monthly basis In case you want to Make Tax Saving Investments In case you want to Buy and Sell any product In case you want to Plan your Financial Goals If you want to Restructure your portfolio What You get Rs 1

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