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INVESTORS’ AWARENESS PROGRAMME BY- RAJESH CHURA - FCS
AT
ICAI, Singhi Hall, Kolkata
13th August ,2014
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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.
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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,
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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
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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
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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
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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
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INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM
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Consider investing in IPOs
Some IPOs have given returns
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INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM
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PSU IPO S deserve special attention
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INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM
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Invest in mutual funds, but select the right fund and scheme
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INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM
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Beware of free advice
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INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM
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Don’t get taken in by advertisements
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INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM
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Don’t get overwhelmed by sectoral frenzies or bull runs
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INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM
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Look at the credentials of the entity or person
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INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM
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Be careful of promoters issuing shares or warrants to themselves
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INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM
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Cheap shares are not necessarily worth buying
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INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM
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Beware of guaranteed return offers
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INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM
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Don’t borrow to invest
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INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM
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Deal only with registered intermediaries
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INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM
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Don’t over depend on comfort factors
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INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM
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Don’t take decisions based just on summary accounts
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INVESTORS’ AWARENESS PROGRAMME - INVESTMENT WISDOM
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Learn to sell and book profitStop loss
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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
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INVESTORS’ AWARENESS PROGRAMME
Commodities Markets
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INVESTORS’ AWARENESS PROGRAMME
Role of
Investor Associations29
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INVESTORS’ AWARENESS PROGRAMME
Role of
Regulatory Agencies in
Stock Market 30
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INVESTORS’ AWARENESS PROGRAMME
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www.ipef.gov.inwww.watchoutinvestors.comwww.mca.go.inwww.rbi.org.in
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INVESTORS’ AWARENESS PROGRAMME
Thank you
--Xavarian and FCS Rajesh Chura 32