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 Investment Consultancy  Portfolio Management  Financial Planning  Technical Research of Market.

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Presentation on theme: " Investment Consultancy  Portfolio Management  Financial Planning  Technical Research of Market."— Presentation transcript:

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2  Investment Consultancy  Portfolio Management  Financial Planning  Technical Research of Market

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

4  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  Ritu Choudhary – CS, LLB Company Secretary, Umaid Bhawan, Jodhpur

5  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)

6  Udaipur  Chittorgarh  Banswara  Nimbahera

7  MARG Capital Growth (Portfolio Management Services)

8  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…..

9  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.

10  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

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14  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.

15  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

16  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

17  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.

18  Locking of Capital – 3 year Locking  Profit Distribution - Monthly or at Maturity  Entry Load - NIL

19  NFO Launched on : 01 st 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 NAVRs.10.580/- July’11 NAVRs.10.720/- August’11 NAVRs.10.890/- Sept’11 NAVRs.11.010/- Oct’11 NAVRs.11.186/- Nov’11 NAVRs. 11.315/-  Minimum Investment Amount Rs. 1.00 Lac & in multiple of Rs. 10,000/-

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


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