Friday, March 15, 2013

Prajna Capital

Prajna Capital

ICICI Prudential Fixed Maturity Plan Series 67 - 378 Days Plan A

Posted: 15 Mar 2013 07:22 AM PDT

Invest In Tax Saving Mutual Funds Online

Call 0 94 8300 8300 (India)

 

ICICI Prudential Fixed Maturity Plan Series 67 - 378 Days Plan A with following features.

Tenure : 378 Days
NFO Period : 15th March to 20th March, 2013
MICR cheques : 18th March, 2013
RTGS and transfer cheques : Till end of business day on 20th March, 2013
Switches : Switches from equity schemes - 18th March, 2013
Till cut off time(specified for switch outs in the source scheme) 20th March, 2013 from other schemes
Tentative Date of Allotment : 21st March, 2013(Ops to confirm)
Date of Maturity : 2nd April, 2014
Option to be launched : Regular - Cumulative and Dividend Payout
Direct - Cumulative and Dividend Payout
Entry / Exit Load : Nil
Minimum Application Amount : Rs.5000 and in multiples of Re.10 thereafter
Liquidity : To be listed
Benchmark : CRISIL Short Term Bond Fund Index

Happy Investing!!

We can help. Call 0 94 8300 8300 (India)

Leave your comment with mail ID and we will answer them

OR

You can write back to us at PrajnaCapital [at] Gmail [dot] Com

---------------------------------------------

Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C.

Invest Tax Saving Mutual Funds Online

Tax Saving Mutual Funds Online

These links can be used to Purchase Mutual Funds Online that are regular also (Investment, non-tax saving)

Download Tax Saving Mutual Fund Application Forms from all AMCs

Download Tax Saving Mutual Fund Applications

These Application Forms can be used for buying regular mutual funds also

Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )

  1. ICICI Prudential Tax PlanInvest Online
  2. HDFC TaxSaverInvest Online
  3. DSP BlackRock Tax Saver FundInvest Online
  4. Reliance Tax Saver (ELSS) FundInvest Online
  5. Birla Sun Life Tax Relief '96 Invest Online
  6. IDFC Tax Advantage (ELSS) FundInvest Online
  7. SBI Magnum Tax Gain Scheme 1993Invest Online
  8. Sundaram Tax SaverInvest Online
  9. Edelweiss ELSS Invest Online

------------------

Best Performing Mutual Funds

    1. Largecap Funds Invest Online
      1. DSP BlackRock Top 100 Fund
      2. ICICI Prudential Focused Blue Chip Fund
      3. Birla Sun Life Front Line Equity Fund
    2. Large and Midcap Funds Invest Online
      1. ICICI Prudential Dynamic Plan
      2. HDFC Top 200 Fund
      3. UTI Dividend Yield Fund
    1. Mid and SmallCap Funds Invest Online
      1. Reliance Equity Opportunities Fund
      2. DSP BlackRock Small & Midcap Fund
      3. Sundaram Select Midcap
      4. IDFC Premier Equity Fund
    1. Small and MicroCap Funds Invest Online
      1. DSP BlackRock MicroCap Fund
    1. Sector Funds Invest Online
      1. Reliance Banking Fund
      2. Reliance Banking Fund
    1. Tax Saver MutualFundsInvest Online
      1. ICICI Prudential Tax Plan
      2. HDFC Taxsaver
      3. DSP BlackRock Tax Saver Fund
      4. Reliance Tax Saver (ELSS) Fund
    2. Gold Mutual Funds Invest Online
      1. Relaince Gold Savings Fund
      2. ICICI Prudential Regular Gold Savings Fund
      3. HDFC Gold Fund


Invest in Tax Saving Mutual Funds Download Any Application Forms
Buy Mutual Funds Online Invest Online
Buy Gold Mutual Funds Invest Now

Reliance Yearly Interval Fund - Series 5

Posted: 15 Mar 2013 04:03 AM PDT

The latest product offering from Reliance Mutual fund house is Reliance Yearly Interval Fund - Series 5

NFO Openning Date : 15th Feb,2013
NFO Closing Date : 20th March,2013

Specified Transaction Period : The first specified transaction date would be the 367th & 368th day for Reliance Yearly Interval Fund - Series 5 from the date of allotment.

Please read the SID, KIM for your reference

Happy Investing!!

We can help. Call 0 94 8300 8300 (India)

Leave your comment with mail ID and we will answer them

OR

You can write back to us at PrajnaCapital [at] Gmail [dot] Com

---------------------------------------------

Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C.

Invest Tax Saving Mutual Funds Online

Tax Saving Mutual Funds Online

These links can be used to Purchase Mutual Funds Online that are regular also (Investment, non-tax saving)

Download Tax Saving Mutual Fund Application Forms from all AMCs

Download Tax Saving Mutual Fund Applications

These Application Forms can be used for buying regular mutual funds also

Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )

  1. ICICI Prudential Tax PlanInvest Online
  2. HDFC TaxSaverInvest Online
  3. DSP BlackRock Tax Saver FundInvest Online
  4. Reliance Tax Saver (ELSS) FundInvest Online
  5. Birla Sun Life Tax Relief '96 Invest Online
  6. IDFC Tax Advantage (ELSS) FundInvest Online
  7. SBI Magnum Tax Gain Scheme 1993Invest Online
  8. Sundaram Tax SaverInvest Online
  9. Edelweiss ELSS Invest Online

------------------

Best Performing Mutual Funds

    1. Largecap Funds Invest Online
      1. DSP BlackRock Top 100 Fund
      2. ICICI Prudential Focused Blue Chip Fund
      3. Birla Sun Life Front Line Equity Fund
    2. Large and Midcap Funds Invest Online
      1. ICICI Prudential Dynamic Plan
      2. HDFC Top 200 Fund
      3. UTI Dividend Yield Fund
    1. Mid and SmallCap Funds Invest Online
      1. Reliance Equity Opportunities Fund
      2. DSP BlackRock Small & Midcap Fund
      3. Sundaram Select Midcap
      4. IDFC Premier Equity Fund
    1. Small and MicroCap Funds Invest Online
      1. DSP BlackRock MicroCap Fund
    1. Sector Funds Invest Online
      1. Reliance Banking Fund
      2. Reliance Banking Fund
    1. Tax Saver MutualFundsInvest Online
      1. ICICI Prudential Tax Plan
      2. HDFC Taxsaver
      3. DSP BlackRock Tax Saver Fund
      4. Reliance Tax Saver (ELSS) Fund
    2. Gold Mutual Funds Invest Online
      1. Relaince Gold Savings Fund
      2. ICICI Prudential Regular Gold Savings Fund
      3. HDFC Gold Fund


Invest in Tax Saving Mutual Funds Download Any Application Forms
Buy Mutual Funds Online Invest Online
Buy Gold Mutual Funds Invest Now

Financial Planning - Proper documentation must

Posted: 15 Mar 2013 03:50 AM PDT

Invest In Tax Saving Mutual Funds Online

Call 0 94 8300 8300 (India)

Proper documentation of investments is one of the cornerstones of financial planning and has gained high significance in the light of increasing investment options and the complexities of some of these investments. Here, we take a look at the role of proper documentation in simplifying our lives and our ability to make informed investment decisions.


Need for documentation & compilation: Apt documentation gives us a firm grip of our investments, providing us with a clear sense of where we are headed financially. Record-keeping of all investments made during the financial year is as important as the investment in itself. Normally, the approach to this is a little casual and one doesn't get the document or the required investment data at the relevant time to make the necessary financial decisions and accompanying tax concession claims. This further results in investments not being goal-oriented and their suboptimal utilization.


Know your client (KYC) details: All service providers follow a KYC format to capture details about their clients. This record should always be precise and up to date with all the regulators and service providers. This will be the first and the most important step to ensure all relevant data is received at the correct address if the same is in physical form, and right e- mail ID if the same is required to be received electronically. The accompanying table gives some idea about the importance of registering correct information for each of the data-points in the KYC and the possible consequences if the data is incorrect or not updated.


Role of proper documentation: Once the key data points are captured correctly in all the investments, important information can be elicited from the statements and can then be put in a tabular form. This information can then help in taking various financial decisions.
Essential data to be captured in the table are type of investment, payment dates, interest payout dates, investment maturity dates, investment cash flows, investment valuation, etc. The table allows us to track regular payments towards various investments, maturities of investments, our commitment timelines, etc. A premium not paid on time can result in lapse of a policy with serious consequences.


A matured FD, if left unattended, may earn an SB account return on the corpus till reinvested, thus resulting in huge opportunity losses. Regular updation of investment valuations will alert an investor if the investment is not delivering desired returns and would allow him/her to plan for alternatives. This also helps in an easy throughput in case of any change in one's location of stay, change of advisor, etc.

Storage of statements: It is important to regularly store (electronically) all the bank, demat, MF and portfolio statements, e-statements, copies of insurance policies, e-contracts and other relevant documents. This would be immensely helpful during the financial year-end tax compilation. In particular, the bank and demat account statements of the entire year are required for year-end tax computation purposes and these would also be very handy in case of any I-T scrutiny.


This process helps in being on top of things and being self-dependent in these important matters, and secure your life's savings.

Happy Investing!!

We can help. Call 0 94 8300 8300 (India)

Leave your comment with mail ID and we will answer them

OR

You can write back to us at PrajnaCapital [at] Gmail [dot] Com

---------------------------------------------

Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C.

Invest Tax Saving Mutual Funds Online

Tax Saving Mutual Funds Online

These links can be used to Purchase Mutual Funds Online that are regular also (Investment, non-tax saving)

Download Tax Saving Mutual Fund Application Forms from all AMCs

Download Tax Saving Mutual Fund Applications

These Application Forms can be used for buying regular mutual funds also

Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )

  1. ICICI Prudential Tax PlanInvest Online
  2. HDFC TaxSaverInvest Online
  3. DSP BlackRock Tax Saver FundInvest Online
  4. Reliance Tax Saver (ELSS) FundInvest Online
  5. Birla Sun Life Tax Relief '96 Invest Online
  6. IDFC Tax Advantage (ELSS) FundInvest Online
  7. SBI Magnum Tax Gain Scheme 1993Invest Online
  8. Sundaram Tax SaverInvest Online
  9. Edelweiss ELSS Invest Online

------------------

Best Performing Mutual Funds

    1. Largecap Funds Invest Online
      1. DSP BlackRock Top 100 Fund
      2. ICICI Prudential Focused Blue Chip Fund
      3. Birla Sun Life Front Line Equity Fund
    2. Large and Midcap Funds Invest Online
      1. ICICI Prudential Dynamic Plan
      2. HDFC Top 200 Fund
      3. UTI Dividend Yield Fund
    1. Mid and SmallCap Funds Invest Online
      1. Reliance Equity Opportunities Fund
      2. DSP BlackRock Small & Midcap Fund
      3. Sundaram Select Midcap
      4. IDFC Premier Equity Fund
    1. Small and MicroCap Funds Invest Online
      1. DSP BlackRock MicroCap Fund
    1. Sector Funds Invest Online
      1. Reliance Banking Fund
      2. Reliance Banking Fund
    1. Tax Saver MutualFundsInvest Online
      1. ICICI Prudential Tax Plan
      2. HDFC Taxsaver
      3. DSP BlackRock Tax Saver Fund
      4. Reliance Tax Saver (ELSS) Fund
    2. Gold Mutual Funds Invest Online
      1. Relaince Gold Savings Fund
      2. ICICI Prudential Regular Gold Savings Fund
      3. HDFC Gold Fund


Invest in Tax Saving Mutual Funds Download Any Application Forms
Buy Mutual Funds Online Invest Online
Buy Gold Mutual Funds Invest Now

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