INVESTORS’ AWARENESS PROGRAMME BY- RAJESH CHURA - FCS

AT

ICAI, Singhi Hall, Kolkata

13th August ,2014

INVESTORS’ AWARENESS PROGRAMME

-- A GOVT INITIATIVE

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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.

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

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INVESTORS’ AWARENESS PROGRAMME

--- Objectives of this programme

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INVESTORS’ AWARENESS PROGRAMME - FLOW OF DISCUSSIONS

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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,

INVESTORS’ AWARENESS PROGRAMME -AVAILABLE INVESTMENT AVENUES

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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

INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM

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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

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.

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INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM

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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

INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM

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Invest only in fundamentally strong companies

Will stand market pressures Capital will not be erroded away

INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM

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Consider investing in IPOs

Some IPOs have given returns

INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM

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PSU IPO S deserve special attention

INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM

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Invest in mutual funds, but select the right fund and scheme

INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM

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Beware of free advice

INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM

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Don’t get taken in by advertisements

INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM

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Don’t get overwhelmed by sectoral frenzies or bull runs

INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM

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Look at the credentials of the entity or person

INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM

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Be careful of promoters issuing shares or warrants to themselves

INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM

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Cheap shares are not necessarily worth buying

INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM

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Beware of guaranteed return offers

INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM

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Don’t borrow to invest

INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM

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Deal only with registered intermediaries

INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM

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Don’t over depend on comfort factors

INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM

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Don’t take decisions based just on summary accounts

INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM

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Learn to sell and book profitStop loss

INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM

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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

INVESTORS’ AWARENESS PROGRAMME

Commodities Markets

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INVESTORS’ AWARENESS PROGRAMME

Role of

Investor Associations29

INVESTORS’ AWARENESS PROGRAMME

Role of

Regulatory Agencies in

Stock Market 30

INVESTORS’ AWARENESS PROGRAMME

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www.ipef.gov.inwww.watchoutinvestors.comwww.mca.go.inwww.rbi.org.in

INVESTORS’ AWARENESS PROGRAMME

Thank you

--Xavarian and FCS Rajesh Chura 32