INVESTMENT PORTFOLIO REPORT FOR 2 YEARS

Dear ABC,

THANKS FOR CHOOSING http://www.indastro.com

KIND OF INVESTMENT SUITABLE [TILL 30 JUN 2012].

SAFE AND CONVENTIONAL INSTRUMENTS LIKE SAVINGS, GOVT. SECURITIES AND BONDS:

  • This option is recommended to keep your available funds blocked deliberately for future use while earning some reasonable return.
  • Safety and then less liquidity are most important keeping in view the current and future state of your financial needs.
  • These investments should be suitably timed to meet your expected future requirements.

REAL ESTATE:

Not suitable.

EQUITY, STOCK MARKET, MUTUAL FUNDS AND SPECULATION:

  • Direct speculative investment is not suitable.
  • Investments through Mutual Funds are suitable during 2008 only but in a restricted way.

DEBT INSTRUMENTS AND GIVING LOANS:

Not Suitable at any time.

INVESTMENTS IN OWN BUSINESS:

Not suitable.

2. SUITABILITY OF SPECULATION [TILL 30 JUN 2012].

Not suitable

3. AREAS AND INDUSTRIES SUITABLE [TILL 30 JUN 2012].

  • The following areas are suitable for investments through MF-s provided these areas are mentioned in the Offer Document.
  • Pharmaceutical Intermediates Industry.
  • Prescription Medicine Industry.
  • Chemicals.
  • Fertilizers.
  • IT Industry [Product companies only].
  • Publication Industry.
  • Construction Industry.

4. INVESTMENT POTENTIAL IN THE NEXT TWO YEARS [TILL 30 JUN 2012].

OVERVIEW FOR NEXT TWO YEARS [TILL 30 JUN 2012]:

  • Moderate volumes of investments from own funds would be possible during 2008 [till Nov 2008] and during 2012.
  • Volume of investments will sharply decline during 2009 but will slowly get better from the start of 2012.
  • Income through recommended investments will be fairly stable and good during 2008, quite modest during 2009 but will improve again during 2012.
  • Investments recommended for 2008 and 2012 would be for government bonds and securities and also for MF-s.
  • The only investment recommended during 2009 will be in government bonds and securities and nothing else.
  • Security, stability and easy withdrawal possibility will need maximum support during 2009.

PERIODS VIS-A-VIS POTENTIAL:

YEAR 2011:

  • Modest but stable gains through recommended investments.
  • Invest/reinvest in government security or bonds and mutual funds only.
  • Do not invest anywhere else.
  • Don't lend for gains.
  • Don't invest in land related areas.
  • Don't borrow from any source, institutional or personal to make investments.
  • Gains from any other investment made earlier will fall or cease.

YEAR 2012 [TILL 30 JUN 2012]:

  • Till the end of 2009 this period can bring only moderate gains through recommended investments.
  • Quantum of investments can increase considerably through others' funds [borrowed or any other] but is not recommended.
  • Invest/reinvest in government security or bonds only up to at least 80% of total available funds.
  • The balance 20% should be maintained as liquid reserve for emergencies.
  • Do not invest anywhere else.
  • Don't lend for gains.
  • Don't invest in land related areas.
  • Don't borrow to invest from any source, institutional or personal.
  • The gains will be steady and stable from recommended investments alone.
  • Gains from any other investment made earlier will fall or cease.
  • The recommended restrictions and disciplines must be followed during 2009 very strictly and without any deviation.
  • You can resume investing in MF-s with effect from Jan 2012 in addition to your investments in government bonds and securities.
  • These will bring better profits during 2012.
  • However continue to avoid investments in real estate even during 2012.  
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