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07Aug2013
Jab We Met
Srikanth Meenakshi
As many of you know, last month saw us conducting our first ever investor gettogether in Chennai. We held it in a small hall in the centre of the city on the
evening of Saturday, July 27th. The event was free to attend, and folks who
turned up got a free gifta FundsIndia coffee mug. You can read a brief report
about the event here.
When To Invest In
Fixed Maturity
Plans?
Vidya Bala
Financial Planning
Education Series
The event was a good success by any measure. We had about 100120 investors come in and the speeches by Aarati Krishnan (The
Hindu Business Line) and Pattabhi Ram (Chartered Accountant,
educator and speaker) were well received. Aarati spoke about balancing risk in mutual fund portfolios, with specific reference to the
markets today. Pattabhi spoke about investor behavior how people tend to think about money and investing, and the fallacies that
contribute to our financial decision-making.
The speeches were followed by a panel discussion featuring Vidya
Bala (our head of MF research), Rajaraman (a financial advisor),
Pattabhi and myself. It was more of a Question/Answer session
where we took turns to answer questions from the folks in the audience.
Not surprisingly, the topics of the questions revolved around the situation in the debt markets. Investors had a palpable sense of anxiety about what is in store for their debt mutual fund investments, and
understandably so. Vidya and Rajaraman answered the questions, largely echoing the thoughts expressed in Vidyas wonderful blog entry on the topic. Thanks to a couple of investor questions, I got
the opportunity to explain our Smart Solutions service in further detail and clarify doubts.
People who attended had pretty nice things to say about the event in particular and FundsIndia in
general. It was quite gratifying to hear, and this encourages us to conduct more such events in cities
around the country. Well keep you posted!
Happy Investing!
Disclaimer: Mutual Fund Investments are subject to market risks. Please read all scheme related documents carefully before investing.
Volume 6, Issue 08
Page 2
Disclaimer: Mutual Fund Investments are subject to market risks. Please read all scheme related documents carefully before investing.
Volume 6, Issue 08
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As far as United Spirits is concerned, the stock is in a medium-term uptrend. From the daily chart of United Spirits displayed below, it is
clear that the stock is in a downward correction. The recent fall has pushed the stock to an area of support at Rs.2,300-2,350.
Investors may buy United Spirits with a stop loss at
Rs.2,000 and target of Rs.2,900. Investors may buy the
stock on declines, in a staggered fashion, so that the average cost of acquisition gets evened out.
A breakout past Rs.2,950 would be a sign of strength and
the stock could then rally to the major resistance at
Rs.3,250.
Mr. B. Krishna Kumar also hosts a weekly webinar that discusses the market outlook for the following week.
Just click on the link below and click on the FOLLOW button to register:
http://new.livestream.com/accounts/4749821?query=fundsindia&cat=account
Disclaimer: Mutual Fund Investments are subject to market risks. Please read all scheme related documents carefully before investing.
Volume 6, Issue 08
Page 4
Disclaimer: Mutual Fund Investments are subject to market risks. Please read all scheme related documents carefully before investing.
Volume 6, Issue 08
Page 5
Vidya Bala is the Head of Mutual Fund Research at FundsIndia. A chartered accountant by training, she was earlier with the Hindu
Business Lines research bureau, tracking mutual funds, stock markets and sectors for eight years. She writes for our monthly newsletter
on topics including mutual fund, personal finance and equity markets. Vidya Bala can be reached at vidyabala@fundsindia.com
Disclaimer: Mutual Fund Investments are subject to market risks. Please read all scheme related documents carefully before investing.
Volume 6, Issue 08
Page 6
Mr. S. Sridharan is the Head of Financial Planning with FundsIndia. You can reach Mr. Sridharan at sridharan@fundsindia.com
Disclaimer: Mutual Fund Investments are subject to market risks. Please read all scheme related documents carefully before investing.
Volume 6, Issue 08
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(Parag Parikh, Why Equities are still the best investment opportunity?, AUGUST 5, 2013)
Article can be viewed online herehttp://amc.ppfas.com/knowledge-center/parags-views/equities-the-best-investment-
opportunity/index.php?
Disclaimer: Mutual Fund Investments are subject to market risks. Please read all scheme related documents carefully before investing.