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1 Monthly Publication from GUPTA INVESTMENTS th th Posted at Mumbai Patrika Channel Sorting Office Mumbai on 7 & 8 of Every Month. For Private Circulation Only II OM SHRI SAI RAM II TM R.N.I. NO. : MAHENG/2001/5593 POSTAL REGD. NO. : Tech 47/1416/MBI/09-11 PRICE Rs. 1/- Pages : 6 PUBLICATION Volume - X Issue - 10 Inside Pg. Dear Investor / HDFC Platinum Deposit 1 Quality Investment under one roof October Fixed Deposit Scheme / Post Office Scheme 2 Mutual Fund Performance / FMPS 3 Jeevan Saral / Jeevan Anand / LIC Monthly Saving Scheme 4 HDFC Life Classic Pension Insurance Plan / HDFC Life Sampoorn Samridhi 5 HDFC Gold Fund - NFO / U/s - 54EC - Capital Gains Tax Exemption Bonds / HDFC Life Insurance Solutions 6 Gupta Publication Is most preferred investments advisory publication amongst retail investor and is sent to more than Investor s family every month. Services rendered by GUPTA INVESTMENTS which has been acclaimed by various investors in milestone achievement. GUPTA INVESTMENTS Your personal Investments & Insurance Advisor. It was formally established in the year Has a team of highly experienced to provide quality services to its esteemed clients. We value relationship which plays important rote for the business in years to come. Quality Quality Investments has been the philosophy of GUPTA INVESTMENTS all along This belief in Quality, accompanied by advisory experience and Knowledge of the retail investors, unique needs has made GUPTA INVESTMENTS Mumbai Largest retail Investment advisory house. Our Straightforward, easy approach to investments, unbiased opinion on products, personalized attention, along with diligent post investment service has earned us the respect of over families in India, who invest regularly through us. Vision Investment Philosophy As a Investment company, we understand that customers have invested their savings with us for the long term, with specific objectives in mind like protection for the family in case of death of family member, child education and marriage liabilities or just investment returns over a longer period of time. With the above in mind, our investment focus is based on the primary objective of protecting and generating good and consistent investment returns to match the investor s long term objective and return expectations. Our investment success is therefore based on teamwork guided by a robust and repeatable investment process. Valuable Services GUPTA INVESTMENTS is well known for providing valuable Services, satisfying Investors needs, which claimed various recognitation, certificate rewards. Our advisory services are based on understanding of the Financial market we take care throughly understand our Investor profile their investments need and objectives. Business A Life insurance 9% SCSS (Senior Citizens) Postal Saving New Fund Offer. A HDFC Fixed Deposit HDFC Life Initial Public Offer * Mutual Funds. A Capital Gains Bonds 8% GOI Bonds HDFC ERGO (General Insurances). Dear Investors, Review on RBI Policy The Reserve Bank of India continues with its monetary tightening measures to control high inflation, notwithstanding the concerns over economic slowdown. The RBI maintains anti-inflation stance, hikes repo rate by 25 bps to 8.25% & reverse repo rate by 25 bps to 7.25% respectively. While the action was widely anticipated; any cues about possible pause were conspicious by their absence. RBI remained unequivocal in its anti-inflationary stance. In the Current Scenario with the Likelihood of inflation remaining high for the next few months, rising inflationary expectations remains a key risk. This makes it imperative to persevere with the Current anti-inflationary stance. In its analysis, RBI has acknowledged the worsening of global macroeconomic outlook in last six weeks. Even on the domestic front, it has taken notice of the fact that many indicators are pointing towards slowdown. This in turn has led it it to believe that risk to its July Projection of FY12, growth are on the downside. In Growth v/s inflation battle, RBI yet again has acted in favour of inflation. If Current trend of inflation continues it will hover above 9% for another couple of months before moderating to about 7.5% by March reflecting a high base effect. We maintain our view that RBI is near its Peak as far its tightening cycle is concerned, only difference being that Pause, is being deferred by some time. Market reaction to today's mover was a tod negative with yield moving up by 3-5 bps across tenour. From investors point of views event like policy tend to even out for slightly longer holding periods. On a risk reward basis, short Term Funds continue to offer both Opportunities then traditional Liquid and Ultra Short Funds for Longer investment horizon. (Source of data Bloomerg RBI). View on Market Valuation Markets are Trading at 13 times the estimated earnings one year forward, which is significantly below the average multiples of the markets. Markets have not moved for three-four years and P/E's used to be 25 times in Today they are times half of those levels. These are attractive P/E's for a fast growing economy like India. Market Seems to be volatile with a range bound taking into consideration our repo rate & reverse repo rate hiked, Dollar u/s rupees Convertability, Higher Inflation, Increasing of Foods Prices, Fiscal deficit to be control/reduce; Political uncertainity and last but not the least Global debt issues. We at Gupta Investments, advise our valuable investor to be remain invested, do asset allocation as to diversify the risk elements and moreover invest on the basis of the needs, so the investment purpose doesn't get defeated with such kind of volatility. Happy Investing! Warm Regards, Sd/- Gagan Gupta Certified Financial Consultant) CRISIL RATING FAAA ICRA RATING MAAA Fixed Rates only Platinum Deposit Plan (Period) 10%p.a. (15 & 33 months payable annually) Monthly Income Plan Quarterly Option *For Cumulative Option, interest is compounded annually. Visit website for further details. Please provide your Id enable you to issue you User Name & Pass-word to access On-Line Mutual Fund Portfolio on our Website. A Little Investment every day can make a big difference Half-Yearly Option D E P O S I T P L A N HDFC Platinum Deposit Plan (Rates effective from 23rd August, 2011.) Rate of Interest (p.a.) Annual/ Cumulative Option Cumulative Option* 15 months 9.65% 9.70% 9.80% % 33 months 9.65% 9.70% 9.80% 10.00% 10.00% Minimum Amount (Rs.) 40,000 20,000 20,000 20,000 20,000 Additional Interest Rates (p.a.) Senior Citizen (60 Year and above) 0.25%
2 October GUPTA PUBLICATION Page : 2 Sr. No. Manufacturing Companies Fixed Deposit Scheme The Interest Rate Structure for Fixed Deposit Scheme are as under w.e.f. 01/09/2011 Company & Rating Period Minimum & Multiple of Monthly Interest (%) Qtr. H.Y Ann/Cum Financial Companies Fixed Deposit Scheme Interest (%) Yield 1 Ceat Ltd. 12 Months Rs. 25,000/ % 9.50% 9.84% 24 Months (& in multiples of % 10.00% 10.88% 36 Months Rs. 1,000/- thereafter) % 10.50% 12.16% * Senior Citizen 0.25% 2 Gabrial India Ltd. 12 Months Rs. 25,000/ % - 24 Months (& in multiples of % - 36 Months Rs. 1,000/- thereafter) % 3 Godrej Industries Limited 13 Months Rs. 10,000/ % 8.02% 24 Months (& in multiples of % 8.50% 9.17% 36 Months Rs. 1,000/- thereafter) % 9.25% 10.53% 4 Godrej & Boyce Mfg. Co. Ltd. 3 years Rs. 40,000/- Mty Rs. 15,000/- H.Y % % - - (& in multiples of Rs. 1,000/- thereafter) 5 Godrej Properties Ltd. 1 years Rs. 10,000/ % years (& in multiples of % years Rs. 1,000/- thereafter) % 6 Jaiprakash Associates Ltd. 1 years Rs. 20,000/ % % 11.02% 2 years (& in multiples of % % 12.24% 3 years Rs thereafter) % % 13.66% 7 Jaypee infratech Ltd. 1 years Rs. 20,000/ % % 11.02% 2 years (& in multiples of % % 12.24% 3 years Rs thereafter) % % 13.66% 8 Mahindra & Mahindra Ltd. 1 years Rs.25,000/ % 3 years (& in multiples of % Rs. 1,000/- thereafter) 1 Gruh Finance Months Rs. 20,000/- 9.00% 9.25% % FAA+ & MAA Months (& in multiples of 9.25% 9.50% % Months Rs. 1,000/- thereafter) 9.50% 9.75% % * Senior Citizen 0.25% 2 HDFC Ltd Months Rs. 40,000/- Mty. 9.15% 9.20% 9.30% 9.50% - Individual & Trust Regular Months Rs. 20,000/- 9.30% 9.35% 9.45% 9.65% - Deposits Below 1 Cr Months (& in multiples of 9.40% 9.45% 9.55% 9.75% - 60 Months Rs. 1,000/- thereafter) 9.15% 9.20% 9.30% 9.50% - * Senior Citizen 0.25% 3 Mahindra Finance 12 Months Rs. 10,000/- Cum % 9.25% 9.50% 9.50% CRISIL RATING FAAA 18 Months Rs. 25,000/- H.Y % 10.33% 24 Months Rs. 50,000/- Qtr % 10.00% 10.25% 10.78% 36 Months (& in multiples of % 10.25% 10.50% 11.64% 48 Months Rs. 1,000/- thereafter) % 9.75% 10.00% 11.60% 60 Months * Senior Citizen 0.25% % 9.75% 10.00% 12.21% 4 Shriram Unnati Fixed Deposit 12 Months Rs.25,000/ % CRISIL RATING FAA+ 24 Months (& in multiples of % ICRA RATING MAA+ 36 Months Rs thereafter) % 48 Months % 60 Months % Notes : Any one of the following documents to be obtained for KYC a) Passport b) Voter s Identity Card c) Driving License d) Telephone Bill e) Bank Statement f) Electricity Bill g) Ration Card h) PAN copy (Mandatory) Interest rates are subject to change and the rate applicable will be the rate payable on the date of deposits. Declarations : a) Please read fixed deposit form carefully, as we are not responsible for any charge in int. rates. b) Company take 90 days to issue FDR receipt. c) Please confirm int. rates before investing in FD S.
3 October GUPTA PUBLICATION Page : 3 Mutual Fund Performance Diversified DSP BlackRock Equity Fund - Growth /4/ DSP BlackRock Top 100 Equity Fund - Growth /3/ Fidelity Equity Fund - Growth /5/ Franklin India Bluechip - Growth /12/ HDFC Equity Fund - Growth /1/ HDFC Top Growth /9/ ICICI Prudential Dynamic Plan - Growth /10/ ICICI Prudential Focused Bluechip Equity Fund - Ret - Growth /5/ Reliance Equity Opportunities Fund - Growth /3/ Templeton India Equity Income Fund - Growth /5/ Debt Oriented and Ultra Short Term Debt Fund Scheme Name NAV (14-Sept-11) Launch Date 1 Month 2 Months 3 Months 5 Months 1Years HDFC Cash Mgmt Fund - Treasury Advantage - Ret - Growth /11/ Reliance Money Manager Fund - Retail - Growth /3/ Tata Floater Fund - Growth /9/ Templeton India STIP - Growth /1/ Templeton India Ultra Short Bond Fund - Retail - Growth /12/ Midcap & Small Cap Birla Sun Life Dividend Yield Plus - Growth /2/ DSP BlackRock Small and Midcap Fund - Growth /11/ IDFC Premier Equity Fund - Plan A - Growth /9/ Sundaram Select Midcap - Growth /7/ UTI Dividend Yield Fund - Growth /6/ Sector, Speciality and Tax Saving Fidelity Tax Advantage Fund - Growth /2/ Franklin FMCG Fund - Growth (9-9-11) 31/3/ Franklin Pharma Fund - Growth (9-9-11) 31/3/ HDFC Taxsaver - Growth /6/ Reliance Pharma Fund - Growth /6/ Hybrid Equity Oriented Birla Sun Life 95 - Growth /2/ DSP BlackRock Balanced Fund - Growth /5/ HDFC Balanced Fund - Growth /9/ HDFC Prudence Fund - Growth /2/ ICICI Prudential Balanced - Growth /6/ Hybrid Debt. Oriented Birla Sun Life Monthly Income - Qtly Dividend /7/ DSP BlackRock MIP Fund - Qtly Dividend /6/ FT India MIP - Plan A - Quarterly Dividend /9/ HDFC MIP - LTP - Qtly Div /12/ Reliance MIP - Quarterly Dividend /1/ Minimum Risk : No Exposure in Equities Low Volatility : Maturity of Instruments in Portfolio on or before the date of Maturity of Scheme Indexation Benefits Fixed Maturity for a Balanced Portfolio Liquidity : Units of the Scheme shall be listed on National Stock Exchange (NSE) Visit :
4 October GUPTA PUBLICATION Page : 4 LIC s Jeevan Saral is a UNIQUE plan which provides ahigher Cover aliquidity aa Return aa Lot of flexibility Age : 30 Years LIC s Jeevan Saral (T-165) Jeevan Saral... All in one solution... is a ait is made of best of Traditional & ULIP plans. amoney Back Plan - Decide your own term & SB aa regular income plan! aa Pension Plan! aa term assurance plan with maturity benefits! a& Many More! Monthly Saving - Scheme Year - Wise Maturity Chart Premium Mode Monthly Monthly Monthly Monthly Monthly Monthly Monthly Premium Rs. 250 Rs. 400 Rs. 500 Rs. 1,000 Rs. 2,000 Rs. 5,000 Rs. 10,000 Risk Cover 62,500 1,00,000 1,25,000 2,50,000 5,00,000 1,25,000 25,00,000 Term Year Wise Return Benefits : - Death Benefit -250 times of the monthly Basic Premium Plus Return of Premium Paid Plus Loyalty Addition (if any) Accident Death Benefit : times plus refunds of premium + Loyalty Addition (if any) NOTE : The figures in columns above are non guaranteed. They are estimated on the assumption of LIC's projected investment rate of 10% respectively on the investible portion of the premium. Disclaimer :- The above statement is based on certain assumptions which are liable to change according to Government /Corporation's policies. - Insurance is a matter of solicitation Participating Savings Insurance Plan Full Payout at Maturity LIC s Jeevan Anand Risk Coverage Even After Maturity Additional Sum Assured on Death due to Accident The top selling plan of LIC across India
5 October GUPTA PUBLICATION Page : 5 With HDFC Life Classic Pension Insurance Plan, you can be financially prepared for your life - post retirement. This â with profitâ traditional pension plan is designed to assist you to live your post retirement days to a maximum - without any compromise. This pension plan will build a corpus during the policy term so that you can enjoy post retirement income for life. This limited pay plan offers guaranteed reversionary bonus. Advantages This plan is designed to build your corpus during the policy term of your choice, by giving you vesting benefit at end of the policy term.this vesting benefit, will be used to provide you with the annuity in your golden years. Also, provides financial protection to your spouse (nominee) by way of lump sum payment in case of unfortunate demise within policy term. On Vesting you will receive Sum Assured + attached bonuses. As per prevailing Government regulations: You can take up to 1/3rd of the total Vesting benefit as a tax-free cash lump sum The rest must be converted to annuity HDFC Life Classic Pension Insurance Plan You can buy the annuity from us or any other insurer Features : Tax benefits under sections 80CCC of the Income Tax Act, 1961 subject to the provisions contained therein Please roll over your mouse over circles for explanation. For more details on risk factors, terms and conditions, please read the Product Brochure carefully and/or consult Financial Consultant before taking a decision. HDFC Life Sampoorn Samridhi Insurance Plan A Profit Plan with Whole of Life Option Highlights Other Benefits Dual Benefit Endowment Policy + Whole of Life Cover Minimum Guaranteed Reversionary Bonus Rs. 30 per 1000 sum assured* *Reversionary Bonus applicable till 31st Mar 2021 Bonus RB Rs. 30 per 1000 SA Customized Solution Wide ranging choice of Policy Term & SA High SA Discount 5% on basis premiums for SA =>5 L Unique Benefits On Maturity : Two unique benefit options Enhanced Cash Option Sum Assured + Reversionary Bonus + Interim Bonus (if any)+ Terminal Bonus (if any) AND Enhanced Terminal Bonus OR Sum Assured + Reversionary Bonus + Interim Bonus (if any) + Terminal Bonus (if any) AND Additional Sum Assured payable on death of life assured upto the age 99 years % Enhanced Cover Option Maturity Benefit Option can be opted within 30 to 180 days before maturity. High Sum Assured Discount Policies with a Sum Assured of Rs. 5 Lakh and more will get a discount of 5% (on the basic premium excluding policy fee and extra premium.) Additional Sum Assured On Death Sum Assured Plus Attached Bonuses are payable. Additional Sum Assured is payable in case of death due to Accident. Tax Benefit Premiums paid & benefits received are eligible for tax benefit under section 80 C & 10 (10D) India s Most Trusted Private Life Insurance Brand as per the Most Trusted Brand Survey 2010 conducted by Economic Times - Brand Equity.
6 October GUPTA PUBLICATION Page : 6 HDFC GOLD FUND An Open-Ended Fund of Fund Scheme Investment in HDFC Gold Exchange Traded Fund Offer of Units at Rs. 10 each for cash during the New Fund Offer (NFO) and Continuous offer of Units at Applicable NAV New Fund Offer Opens on 7th October, 2011 New Fund Offer Closes on 21st October, 2011 Scheme re-opens on : Within 5 Business Days form the date of allotment Mutual Fund investment are Subject to Market Risk, Please read offer document before investing. U/S - 54EC - CAPITAL GAINS TAX EXEMPTION BONDS Interest 6 % payable annually Lock - in: 3 yrs (Automatic redemption after 3 years ) Max. Investment: 50 Lakh per financial year Min. Investment: 10000/- per bond & multiple of one ISSUE HIGHLIGHTS NATIONAL HIGHWAY AUTHORITY OF INDIA RURAL ELECTRIFICATION CORPORATION LTD Credit Rating "AAA/Stable" by CRISIL, "AAA/ind" by Fitch Ratings "AAA Stable" by CRISIL / "CARE AAA" by CARE and "AAA" by CARE "AAA(ind)" by Fitch Ratings Face Value Rs. 10,000/- per Bond Rs.10,000/- per bond Issue Price Rs. 10,000/- per Bond Rs.10,000/- per bond Min. Appl. Size Five Bonds of Rs. 10,000/- each & in multiple of one Bond thereafter One Bond of Rs. 10,000/- each and in multiple of One bond thereafter Max. Appl.Size 500 Bonds of Rs /- Each. (However, the aggregating investment 500 Bonds of Rs. 10,000/- Each. (However, the aggregating investment made/being made by applicants in the 54 EC Capital Gains Tax made/being made by applicants in the 54 EC Capital Gains Tax Exemption Bond issue of REC and NHAI during the FY Exemption Bond issue of REC and NHAI during the FY should not exceed Rs. 50 lakhs) should not exceed Rs. 50 lakhs) Issue Date Opening : 11th May 2009, Extended till 31st March 2012 Opening : 28th May 2008, Extended till 31st March 2012 Cheque to be Drawn in the name of "National Highway Authority of India" - 54 EC BONDS "Rural Electrification Corporation Ltd EC BONDS" Deemed Date of Allotment Last day of each month for application money cleared Last day of each month in which subscription money is and credited in NHAI's collection account. received and credited to REC account Tenor 3 years 3 years Redemption / Maturity Bullet, at the end of 3 years At par at the end of 3 yrs from the deemed date of allotment Transfer of security During the period of the bond i.e. for three years from the deemed date No Transfer is permitted allotment, the bonds are non-negotiable and cannot be offered as a for any loan or advance. Interest Payment Annual Annual Date of Interest Payment 31st March 30th June Coupon Rate w.e.f. 1/11/08 6 % payable annually 6 % payable annually Trustee Syndicate Bank, 6, Bhagwan Dass Road, IDBI Trusteeship Services Ltd. Mumbai New Delhi Registrar M/s Beetal Finacial & Computer Services (P) Ltd RCMC Share Registry (P) Ltd. Tel: , Tel: , - beetal@beetalfinancial.com - rcmc@dimensioni.net Life Insurance Solutions Kal ki socho... Sar utha ke jiyo! Children s Investment Dimpi Printers, Azad Road, Gundavali, Behind Ganesh-Motor Training School, Andheri (E), Mumbai & Published at Office no 22, 1st Floor, R. N. A. Arcade, Lokhandwala Complex, Andheri (W) Mumbai Protection Women s Health Retirement Savings Youth Your Personal Investments & Insurance Advisor Quality Investment under one roof G / Office No. 22, R.N.A Shopping Arcade, Fax : (D) st Floor, Lokhandwala Complex, gagan@guptainvestments.com (M) Andheri (W), Mumbai Website :
Premain same. The Stock Markets witnessed increased volatility
Monthly Publication from Gupta Investments th th Posted at Mumbai Patrika Channel Sorting Office Mumbai on 7 & 8 of Every Month. For Private Circulation Only II OM SHRI SAI RAM II R.N.I. NO. : MAHENG/2001/5593
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