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Investors’ Awareness Programme by - Rajesh Chura - FCS

Investors’ Awareness Programme by - Rajesh Chura - FCS. AT ICAI, Singhi Hall, Kolkata 13 th August ,2014. Investors ’ Awareness Programme -- A govt Initiative.

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Investors’ Awareness Programme by - Rajesh Chura - FCS

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  1. Investors’ Awareness Programme by- Rajesh Chura - FCS AT ICAI, Singhi Hall, Kolkata 13th August ,2014

  2. Investors’ Awareness Programme -- A govt Initiative To safeguard the interest of the investors and to create a transparent and robust investment environment the government of india has taken initiatives for such programmes with the help of professional bodies.

  3. Investors’ Awareness Programme--- Objectives To make the Investors aware regarding : • Possible investment avenues, • How to appraise to invest, • Precautions to be taken before investing • Keeping track of the investments • The Regulators : SEBI,RBI,IRDA,ROC and others, • Remedies available against the mis doings in the market • How to approach to the Regulators

  4. Investors’ Awareness Programme --- Objectives of this programme

  5. Investors’ Awareness Programme - Flow of discussions • Investments and Savings, • Beating Inflation is the crucks for the financial goals, • Investment Objectives and Philosophy—Based on the Vision with regard to Sefty,Returns and Liquidity • Investors Age and Asset allocation, • Investment wisdom • Do’s and Dont’s for CM related activiteies viz. : Mutual Fund IPOs/ FPO,Secondary Markets,dealing with Regd. Intermediaries,

  6. Investors’ Awareness Programme -available Investment avenues • Capital Markets – Eq,Debentures,Primary Capital market • Mutual Funds IPOs/ FPO,Secondary Markets,dealing with Regd. Intermediaries, • Company Fixed Deposits, • Insurance Products: Term Life, Endowment policies,ULIPs,dos and donts • Govt Schemes – NSC,PPF,POS,KVP. • Bankings • Dubious Schemes

  7. Investors’ Awareness Programme - Investment wisdom Follow Life – cycle Investment • Greater risks when young • Gradual exit from risky investments as you turn 50 years of your age • Ensure risk free investments once reachimg 60 years

  8. Investors’ Awareness Programme - Investment wisdom Save Prudently ……. Invest even more wisely • One need to invest otherwise the savings would be eaten away by inflation. • Be a an investor not a trader or a gambler.

  9. Investors’ Awareness Programme - Investment wisdom Read carefully, and take informed decisions • Do the due deligence. • Read the processes in www.iepf.gov.in • Read atleast the risk factors, ltigations,management perception,promoters and companies track records

  10. Investors’ Awareness Programme - Investment wisdom Invest only in fundamentally strong companies • Will stand market pressures • Capital will not be erroded away

  11. Investors’ Awareness Programme - Investment wisdom Consider investing in IPOs Some IPOs have given returns

  12. Investors’ Awareness Programme - Investment wisdom PSU IPO S deserve special attention

  13. Investors’ Awareness Programme - Investment wisdom Invest in mutual funds, but select the right fund and scheme

  14. Investors’ Awareness Programme - Investment wisdom Beware of free advice

  15. Investors’ Awareness Programme - Investment wisdom Don’t get taken in by advertisements

  16. Investors’ Awareness Programme - Investment wisdom Don’t get overwhelmed by sectoral frenzies or bull runs

  17. Investors’ Awareness Programme - Investment wisdom Look at the credentials of the entity or person

  18. Investors’ Awareness Programme - Investment wisdom Be careful of promoters issuing shares or warrants to themselves

  19. Investors’ Awareness Programme - Investment wisdom Cheap shares are not necessarily worth buying

  20. Investors’ Awareness Programme - Investment wisdom Beware of guaranteed return offers

  21. Investors’ Awareness Programme - Investment wisdom Don’t borrow to invest

  22. Investors’ Awareness Programme - Investment wisdom Deal only with registered intermediaries

  23. Investors’ Awareness Programme - Investment wisdom Don’t over depend on comfort factors

  24. Investors’ Awareness Programme - Investment wisdom Don’t take decisions based just on summary accounts

  25. Investors’ Awareness Programme - Investment wisdom Learn to sell and book profit Stop loss

  26. Investors’ Awareness Programme - Investment wisdom If after all this, you do have a grievance, seek help of : • www.mca.gov.in .   • www.ipef.gov.in • www.watchoutinvestors.com • www.mca.go.in • www.rbi.org.in

  27. Investors’ Awareness Programme Commodities Markets

  28. Investors’ Awareness Programme Role of Investor Associations

  29. Investors’ Awareness Programme Role of Regulatory Agencies in Stock Market

  30. Investors’ Awareness Programme www.ipef.gov.in www.watchoutinvestors.com www.mca.go.in www.rbi.org.in

  31. Investors’ Awareness Programme Thank you --Xavarian and FCS Rajesh Chura

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