Investors’ Awareness Programme by - Rajesh Chura - FCS

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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--- 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


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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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


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Invest only in fundamentally strong companies

Will stand market pressures Capital will not be erroded away


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Consider investing in IPOs

Some IPOs have given returns


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PSU IPO S deserve special attention


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


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Beware of free advice


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Don’t get taken in by advertisements


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Don’t get overwhelmed by sectoral frenzies or bull runs


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Look at the credentials of the entity or person


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Be careful of promoters issuing shares or warrants to themselves


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Cheap shares are not necessarily worth buying


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Beware of guaranteed return offers


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Don’t borrow to invest


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Deal only with registered intermediaries


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Don’t over depend on comfort factors


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Don’t take decisions based just on summary accounts


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Learn to sell and book profitStop loss


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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


Commodities Markets

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Role of

Investor Associations29


Role of

Regulatory Agencies in

Stock Market 30


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


Thank you

--Xavarian and FCS Rajesh Chura 32

Investors’ Awareness Programme by - Rajesh Chura - FCS

Documents

Transcript of Investors’ Awareness Programme by - Rajesh Chura - FCS