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Area of Activity

Area of Activity. Investment Consultancy Portfolio Management Financial Planning Technical Research of Market. Our Motto. To provide Services that can give consistent Returns irrespective of the market condition

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Area of Activity

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  1. Area of Activity • Investment Consultancy • Portfolio Management • Financial Planning • Technical Research of Market

  2. Our Motto • To provide Services that can give consistent Returns irrespective of the market condition • To spread Financial Literacy & thereby helping people simplify their Investment decisions.

  3. Faces of MARG • Manish Goyal – FCA,DISA Fund Manager & Technical Analyst • M. L. Goyal – FCA, AMIMA Commercial Head, J.K. Cement Nimbahera • Mahesh Gupta - IIMA Project Head, Adobe India • RituChoudhary – CS, LLB Company Secretary, UmaidBhawan, Jodhpur

  4. Supporters of MARG • G. K. Agrawal – FCA, FCS, ICWA Finance Head, ONGC Man Behind the launching of Aditya Birla Cement (Raj) & Vikram Cement (MP), currently supervising the Internal Audit of ONGC • B. L. Chandak – FCA Executive Director, RPG Group Handling the Investor Relation on behalf of RPG Group worth Rs.17,000 Cr, a group which includes Companies Like CESC, CEAT Tyres, KEC Intl, Saregama, RPG Life sciences)

  5. MARG- Operational Area • Udaipur • Chittorgarh • Banswara • Nimbahera

  6. Services • MARG Capital Growth (Portfolio Management Services)

  7. Market overview • NIFTY moved down to 6 % since Jan 2011 to Mar 2011 • Nifty has been down by 16% in last three months & recovered atleast 10% from the lows, i.e. been volatile but at the same time has given various options for earning in last one year. • Now let’s see how M/F’s have performed during this time…..

  8. Mutual Fund Performance…. • All the equity & balanced funds have shown negative growth in last three months with respect to negative movement of NIFTY • Most of the closed ended funds have also shown negative growth in last three months & has given approx.7-10% returns only in last year. • Moreover , we usually choose close ended apps for getting tax benefits but in last three years all the large, midcap& tax planning funds have given on an average only 10-12% . • Even the Hybrid: Arbitrage fund has also given only 1-2 % return in last one month while 6-7 % return in last one year.

  9. Mutual Funds are good long term investments (at least 3-5 years) but always gives market correlated returns . • Even the top rankers has also given 15-20% annualized returns only in last 8-10 years • Returns are taxable so effective returns are 10-12 % only

  10. Is there any option available for getting consistent Non Market correlated returns ???

  11. MARG CAPITAL GROWTH…….because Greed is Good

  12. Why MARG Capital Growth!!! • Mutual Fund/ULIP/Other Equity Funds are like Cork on the surface of the ocean that will go with the waves of the equity market-Up for Bull & Down for Bear whereas • MARG Capital Growth is Like a submarine traveling in an almost straight line below the surface, not impacted by the effect of declining markets by utilizing various hedging strategies.

  13. MARG Capital Growth • 18% absolute yearly returns whether the market is Up or Down • Returns are Tax Exempted – u/s 10(2A) • Only 3 years Capital Locking • Take away your profits every month. • Best Returns within all the Financial Products available

  14. Uniqueness of MARG Capital Growth • Substantially Higher & more regular Returns with Capital Preservation • Ability to deliver Non- Market Correlated returns – especially in a Bear Market • Eliminate the need to correctly time the market- for entry & exit • Balances the Client’s overall portfolio Risk & Volatility • No Charges & Locking like ULIPs & no market correlated returns like Mutual Fund

  15. How your money is Safe with MARG Capital Growth • MARG is a Legal entity Registered with Registrar of Companies & Its objectives are approved by SEBI. • NAV Transparency • NAV is being audited by Independent Auditors Every Month unlike Mutual Fund where there is no such process. • Working Transparency • Money Management –Using only 80% of capital with 20% in Debt and not working on Margins • 50 % fund will used in BTST/other non market exposure & hedging strategies • Only 20-30% fund will have Market Exposure • Worst Case Scenario – Nothing!!! • Take both long and short positions • Invest in almost any opportunity in market where it foresees good gains at reduced risk.  • An objective to give consistency of returns and capital preservation.

  16. FAQ • Locking of Capital – 3 year Locking • Profit Distribution - Monthly or at Maturity • Entry Load - NIL

  17. MARG Performance • NFO Launched on : 01st Feb’11 MARG Capital Growth - NAV Base NAV - Rs.10.000/- April’11 NAV – Rs.10.250/- May’11 NAV- Rs.10.420/- June’11 NAV Rs.10.580/- July’11 NAV Rs.10.720/- August’11 NAV Rs.10.890/- Sept’11 NAV Rs.11.010/- Oct’11 NAV Rs.11.186/- Nov’11 NAV Rs. 11.315/- • Minimum Investment Amount Rs. 1.00 Lac & in multiple of Rs. 10,000/-

  18. Money is never lost - Neither in Bull nor in Bear Market It just get transferred to your Account With

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