INVESTMENT AVENUES FOR THE NEW MILLENNIUM

IN TODAY'S FAST CHANGING ENVIRONMENT, investors are not only looking for investments which are safe, liquid and transparent, but which also give a reasonably good yield and are TAX EFFICIENT.

ONE OF THE BEST OPTIONS available to such discerning investors are OPEN ENDED DEBT FUNDS.THESE funds invest only in good quality corporate debt, government securities and money market instruments. No investments are made in equity shares.

Open Ended Debt Funds have several distinct advantages in comparison to bank deposits, company deposits and debentures and offer substantially higher Post Tax Returns.One can invest or exit either partially or fully anytime at Net Asset Value as often as one wishes by following a very simple procedure. Investors can choose from either regular dividend or capital appreciation option. For those availing the dividend option a dividend tax of 20% (plus 2% surcharge) is payable. Dividend in the investors hands is totally tax free. Under the growth plan long term capital gains tax provisions are applicable.

YIELDS in such schemes in the past have varied approximately between 10% to 13% per annum.

MOST IMPORTANTLY they are managed in a highly professional manner by a team of financial experts who constantly keep track of the funds investments.

FOR THE ADVENTUROUS INVESTORS - BALANCED & EQUITY FUND

For Investors seeking better returns than those available from Open Ended Debt Funds but at the same time are averse  to  high risk Equity Funds an EXCELLENT ALTERNATIVE is Open Ended BALANCED FUNDS.

Most of these funds have a mixed portfolio of about 40 % in good quality debt instruments and the balance in blue chip equities. These balanced funds have been generating yields af approximately 25 to 30 % on an average during the past few years. An added advantage is that dividends from these funds are totally tax exempt.

Now Enterprising Investors can improve the performance of their portfolio with better yields. 

For Investors seeking more risks EQUITY FUNDS are more suitable for them.

For any further details or clarification you may kindly contact us.