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What is in a store for a smart tax payer ?

STELLAR FINANCIAL MANAGMENT SERVICES. What is in a store for a smart tax payer ?. Think Smart………… Act with smartness……… Enjoy the fruits of smart action…. Invest in Tax Saving Schemes (Equity Linked Saving Schemes - ELSS) of Mutual Fund. Why ELSS?.

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What is in a store for a smart tax payer ?

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  1. STELLAR FINANCIAL MANAGMENT SERVICES What is in a store for a smart tax payer ? Think Smart………… Act with smartness……… Enjoy the fruits of smart action…..

  2. Invest in Tax Saving Schemes (Equity Linked Saving Schemes - ELSS) of Mutual Fund

  3. Why ELSS?

  4. Performance of Top Tax Saving Schemes. Long Term Investment always give better returns.

  5. Magic of SIPIf Investor would have started to invest Rs.1000 (Rs. One Thousand Per Month Only) for Five years or since inception. The amount, investor would got, is unimaginable with additional benefits of tax savings. Amount of Investment (Rs.) Market value As on 30/11/2010 (Rs.) Sr. No. Scheme Name

  6. Why invest in Tax Saving Schemes • Opportunity to benefit from the long term India Growth Story • 3 Years lock-in- provides mutual fund :- * enough flexibility to take decision with long term horizon * freedom from short term liquidity concerns * potential to invest in fundamentally strog stocks which are likely to create long term value. * ability to create a stable portfolio with lower turnover could result in lower impact / transaction cost.

  7. Positive outlook for Equity • India growth story intact at 8-9 % GDP • Sensex company growth above 15 % • Favourable Demography • Domestic Consumption story • Less Dependant on Exports • Less Vulnerable to global economy • Strong outsourcing story – IT / Pharma

  8. Have you considered Inflation ? • As inflation rises, every rupee will buy a smaller percentage of the same product. • To protect the capital, investor should earn higher rate of returns than the rate of inflation • With rise in Inflation, purchasing power will be reduced to that extent

  9. Why Tax Saving Schemes ? CAGR (Compounded annual growth return) for 3 years past performance may or may not be sustained in future Better Returns than Equity Funds

  10. Why invest in equity funds ? * Better inflation adjusted returns from equity compared to alternative investment options. * Historical evidence in favour of equity * No long term capital gain on equity (above one year) * Indian growth story drive the market

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