Concept of Paper Gold Akshay Tritya

Transcription

1 Concept of Paper Gold Akshay Tritya

2 Akshay Tritya

3 AGENDA Paper Gold Contest & Incentive Ashika Client Advantage Pro Partner

4 GOLD Why invest in Gold How paper gold is better than physical gold How to start

5 Why Gold: Attractive Returns 16.32% 19.35% 8% 9.50% 4% Nifty Gold PPF Savings Account Fixed Deposits Returns are calculated for the period Mar-02 through Mar-12

6 Why Gold: Auspicious

7 Why Gold: Stable Returns Gold prices show less fluctuations and provide stable returns in the long run.

8 Percent Returns Why Gold: Safest Best during Any Crisis Great Depression Arab Oil Embargo Equity Returns Asian Crisis Gold Returns Sub Prime Crisis World War 2 Japanese Stock Bubble Dotcom Bust

9 Why Gold: Summary Why Gold? - Gold has given better returns than other asset classes over last decade - Gold provides stable returns - Gold is considered as an auspicious gift - During crisis, Gold has been a safe haven - For Portfolio Diversification

10 Concerns over Physical Gold CAN I SAVE ON PREMIUM AND MAKING CHARGES? WHICH IS THE OPTION THAT IS EASY TO BUY & EASY TO SELL? HOW TO EVADE THE RISKS OF THEFT & IF I CAN SAVE ON LOCKER CHARGES

11 e-gold: Advantage I PAY NO PREMIUM OR MAKING CHARGES IT IS EASY TO BUY, AND EASY TO SELL NO WORRIES OF THEFT & I SAVE ON LOCKER CHARGES

12 Paper Gold: Concept Paper gold means buying gold in any format other than physical gold. This means buying gold through ETF or on exchange Gold ETF: Gold funds created by AMCs where the underlying asset is gold. Such funds trade on the exchange. e-gold: Buying units of gold on commodity exchanges like NSEL and taking delivery of such gold in your Demat Account.

13 e-gold: SIP Concept SIP means Systematic Investment Plan An investment plan to invest a fixed amount regularly at a specified frequency say, monthly or quarterly. Investments happen every month unfailingly SIP can be done daily/weekly/monthly. The investor need to specify the time/date when the transaction needs to be executed. A separate form needs to be filled for this.

14 Is it the right time to buy Gold? Fear of high inflation in future due to ultra loose monetary policy globally will keep gold bullish and corrections upto Rs will provide opportunities to buy. China is fast emerging as the biggest consumer. Moreover Asian Central Banks are buying gold at every decline to diversify their foreign exchange holding (as most of them hold less than 10% of their holding in gold) International Gold Prices touched their all time high of 1921 USD/Oz on 6 th Sep, 2011, after which the prices corrected upto 1532 USD/Oz in a month. Currently it is trading at 1650 USD/Oz. Depreciation in Rupee will have an upward impact on price of gold. Hence, we are of the view that Gold prices should remain bullish in the coming 1 year.

15 Is it the right time to buy Gold? As we have seen historically that there is no right time to buy Gold. If today s price of around Rs 29,000 seem high, then we request you to look back on last year and see what your view was when Gold was trading around Rs 18,000. Hence Gold should be considered from the investment point of view and there is no better way to enter in Gold than through the SIP route.

16 Paper Gold: How to apply Gold ETF: Open a Equity Trading and Demat account. Buy a Gold ETF like RELGOLD. After buying the ETF, pay-in is to be made. e-gold: Open a Commodity Trading Account and a Demat account. Buy units through internet trading or by calling up your dealer. After making the pay-in the e-gold will come in your demat account. For any future buy, you are just required to place the trade by calling your dealer or doing internet trading.

17 Paper Gold: Docs Required 3 Passport Size Photographs 2 copies of Identity Proof 2 copies of Address Proof ETF: Equity book with Trading and DP details needs to be filled e-gold: Commodity book for Trading and Equity book for DP details need to be filled Both: Eq, Comm trading and 2 DP Accounts A cheque of Rs 570 in the name of Ashika Stock Broking Ltd. For opening the Demat Account.

18 About Reliance Gold ETF Open Ended Exchange Traded Fund Easy entry and exit through stock exchange (NSE/BSE) Scripcode: NSE - RELGOLD, BSE No Entry Load/Exit Load Trades just like any other equity scrip on both NSE and BSE RELGOLD is accepted as collateral for trading on NSE in FO segment RELGOLD one unit is approximately equal to 1gm of 22 carat gold Fineness/Purity of Gold is 99.5% or higher No STT is levied while trading on RELGOLD. This is also not subject to Wealth Tax.

19 Ashika Group About Us Services Offered Group Companies Milestones

20 About the Group Ashika Group is a premier financial services provider, offering numerous packages and products including securities trading, depository, distribution, corporate lending and investment banking under one roof through a dedicated & experienced team of professionals. We began operations in Over the years, we have served the specific needs of more than 85,000 clients through more than 500 locations.

21 Founders Mr. Pawan Jain, Chairman, FCA Mr. Pawan Jain is the promoter and Chairman of the Ashika Group. He is a Fellow Member of the Institute of Chartered Accountants of India. He is currently pursuing the Owner/President Management Programme at Harvard Business School, USA. He is the President of JITO (Jain International Trade Organization), Eastern Region, and has served as the President of Hindustan Club Limited. Mr. Jain is a member of the Merchant Chamber of Commerce, Bharat Chamber of Commerce, Indian Chamber of Commerce, Direct Tax Professional Association and Association of Corporate Advisors. Mr. Daulat Jain, Director, FCA Mr. Daulat Jain is the co-promoter of the Ashika Group. Mr. Jain enjoys over 15 years of experience in corporate finance, investments, taxation, audit and corporate law. He is a Fellow Member of Institute of Chartered Accountants of India (ICAI) and member of Direct Tax Professional Association and Association of Corporate Advisors and Executives.

22 Services Offered

23 Group Companies

24 Our network It may be the era of technology and the virtual world may be deemed to revolutionize the way we communicate but at Ashika we believe that there is no better form of communication or dialogue than the one accompanied with a handshake of an affable face. So, we have spread our network far and wide to provide the best financial services to our clients. We are present in 600 locations in India and this includes more than 20 states.

25 Milestones Group is born 2007 Crossed 10,000 clients 2009 Crossed 50,000 clients Crossed 75,000 Clients More than 85,000 clients Ashika Group has been growing at a very fast pace and is destined to do much more in the coming future

26 Ashika Client Advantage Account opening Trading Research Charges Post Trading Others

27 Ashika Client Advantage Account Opening Quick Processing Zero Account Opening Charges Less Documentation Trading Dedicated experienced dealer Call Logger facility to prevent fraud Internet based trading Concurrent trade confirmation Tech support for online trading

28 Ashika Client Advantage Research Services Personalised Research Services Research Call facility on Toll-free number World-class monthly research magazine Daily Morning Report on Fundamentals and Technicals Daily trading calls in all segments Brokerage Competitive Brokerage Rates No revision without Client intimation Periodic review of brokerage rates based on quantum

29 Ashika Client Advantage Post Trading advantages Online fund transfer with more than 30 banks T+5 Settlement Policy Pay-out request through IVRS E-contract notes on registered mail ID Online Customer Care Service Other No hidden charges Two DP charge slabs as per requirement IVR service on Toll-free number Online and offline IPO, financing, PMS to name a few Best-in-class Website

30 Contact Details For more details on Paper Gold, please contact your Authorized Person/Dealer

31 Reach us Head Office Trinity, 226/1, A.J.C. Bose Road, 7th Floor, Kolkata West Bengal, India Tel: Toll-free: Fax: services@ashikagroup.com Corporate Office 1008, Raheja Centre, 10th Floor 214, Nariman Point, Mumbai Maharashtra, India Tel : Fax: Visit us at

32 SEBI Registration Nos. NSE : INB / INF / INE MCX-SX : INE BSE : INB / INF CDSL : IN-DP-CDSL / DPID : NSDL : IN-DP-NSDL / DPID : IN OTCEI : INB PMS : INP Merchant Banker : INM FMC Unique Membership Code NCDEX : NCDEX/TCM/CORP/0045 MCX : MCX/TCM/CORP/0241 ICEX : ICEX/TCM/CORP/0125 NMCE : NMCE/TCM/CORP/0130 ACE : ACEL/TCM/CORP/0213 N-SPOT : NCDEXSPOT/110/CO/11/20537 NSEL Member Id : AMFI Registration No. ARN-12417

33 Thank You

34 TRADING DEPOSITORY DISTRIBUTION CORPORATE LENDING INVESTMENT BANKING ASHIKA GROUP Trinity, 226/I, A.J.C. Bose Road, 7th Floor, Kolkata , Ph: (033) , , Fax: (033) , Website: