The document contains details of SIP transactions for two investors, N Venkateshwaran and Aparna Venkateshwaran. It lists 7 SIPs for N Venkateshwaran that were stopped in July 2012 with a total amount of Rs. 15,000. It then lists 11 active SIPs for N Venkateshwaran and Aparna Venkateshwaran from various fund houses with a total amount of Rs. 30,000 going through different banks. It appears to be a report capturing the investors' SIP transactions and status.
At Kshitij Financial Services we have introduced a product My Investment Bank.
It's an investment product to accumulate savings for child’s future while teaching them to save & manage money.
The document discusses India's refinery sector and provides details about several major refining companies in India. It notes that India's total refining capacity is 230.6 MMPTA and growing significantly each year. Specific details are given about IOCL, RIL, NRL, and BP, including their refining capacities, products, revenues, profits, and future expansion plans. A table at the end compares key metrics of these major refiners like GRM, throughput, distillate yield, and capacity utilization.
Sharekhan is an Indian stock broking company established in 1925 with its headquarters in Mumbai, Maharashtra. It has over 900 share shops across India and over 650,000 customers. Sharekhan aims to educate and empower individual investors through quality advice, innovative products, and superior service. The company offers various investment products and services for investors of all types from first-time investors to experienced traders. Sharekhan's shareholding is distributed among City Venture Capital International (63%), Baring Private Equity Asia (12%), and IDFC (10%) with the remaining 15% held by management and employees.
This document discusses water and admixtures used in concrete. It describes how the quality of water can impact concrete strength, durability and corrosion. It outlines acceptable limits for impurities in water and discusses the effects of seawater. It also categorizes and explains the purpose and effects of different types of admixtures (A-F) including water reducers, retarders, accelerators and superplasticizers. Specialty admixtures like air-entraining and waterproofing are also briefly covered.
The document contains details of SIP transactions for two investors, N Venkateshwaran and Aparna Venkateshwaran. It lists 7 SIPs for N Venkateshwaran that were stopped in July 2012 with a total amount of Rs. 15,000. It then lists 11 active SIPs for N Venkateshwaran and Aparna Venkateshwaran from various fund houses with a total amount of Rs. 30,000 going through different banks. It appears to be a report capturing the investors' SIP transactions and status.
At Kshitij Financial Services we have introduced a product My Investment Bank.
It's an investment product to accumulate savings for child’s future while teaching them to save & manage money.
The document discusses India's refinery sector and provides details about several major refining companies in India. It notes that India's total refining capacity is 230.6 MMPTA and growing significantly each year. Specific details are given about IOCL, RIL, NRL, and BP, including their refining capacities, products, revenues, profits, and future expansion plans. A table at the end compares key metrics of these major refiners like GRM, throughput, distillate yield, and capacity utilization.
Sharekhan is an Indian stock broking company established in 1925 with its headquarters in Mumbai, Maharashtra. It has over 900 share shops across India and over 650,000 customers. Sharekhan aims to educate and empower individual investors through quality advice, innovative products, and superior service. The company offers various investment products and services for investors of all types from first-time investors to experienced traders. Sharekhan's shareholding is distributed among City Venture Capital International (63%), Baring Private Equity Asia (12%), and IDFC (10%) with the remaining 15% held by management and employees.
This document discusses water and admixtures used in concrete. It describes how the quality of water can impact concrete strength, durability and corrosion. It outlines acceptable limits for impurities in water and discusses the effects of seawater. It also categorizes and explains the purpose and effects of different types of admixtures (A-F) including water reducers, retarders, accelerators and superplasticizers. Specialty admixtures like air-entraining and waterproofing are also briefly covered.
Brief details of oil refining,oil products and pricing #oil #refining. It is a part of Oil Management. Interested people can gather knowledge from this PPT
The Public Provident Fund (PPF) is a government-backed retirement savings scheme introduced in 1968. It allows individual Indian residents to save up to Rs. 1.5 lakhs per year with attractive interest rates and tax benefits. Contributions can be made for 15 years and the full amount is returned tax-free after maturity. Account holders can take loans against their balance and pre-mature withdrawals are permitted in some cases, though there are restrictions. The PPF provides a safe, tax-efficient long-term savings option for individual investors.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive functioning. Exercise causes chemical changes in the brain that may help boost feelings of calmness, happiness and focus.
This document provides a guide to various tax saving investment instruments that offer low risk and high capital gains. It discusses the key features of tax free bonds, equity linked savings schemes (ELSS), Rajiv Gandhi equity savings scheme (RGESS), National Savings Certificates (NSC), Public Provident Fund (PPF), tax saver fixed deposits, life insurance, and health insurance. All of these instruments provide tax benefits under various sections of the Income Tax Act and allow investors to achieve their financial goals through long-term savings and investment.
The document discusses the Public Provident Fund (PPF) scheme in India. It provides 7 key facts about PPF, including that it is a 15-year statutory scheme with high safety and tax benefits. It details features like minimum and maximum deposit limits, interest calculation, premature withdrawal rules. An example shows how Rs. 12,000 invested annually for 15 years at 8% interest can grow to Rs. 3.51 lakhs. The document recommends PPF for retirement planning and tax savings but not for young investors who can get higher returns from equities.
Petroleum products fall into three main categories: fuels, finished nonfuel products, and feedstocks for petrochemicals. Nonfuel products include solvents, lubricating oils, petroleum wax, petrolatum, asphalt, and petroleum coke. Asphalt is a dark material containing bitumen used to pave roads. Petroleum coke is a solid residue used in steel production and as fuel. Lubricants are hydrocarbons used to reduce friction in engines. Paraffin waxes and petrolatum are extracted from oils, colorless, odorless, and translucent, and used in candles, medical products, and more.
Bamboo has a long history of diverse uses. It was used in early light bulbs, phonographs, and as reinforcement in Thomas Edison's swimming pool. Bamboo is very strong and flexible, with strength comparable to steel. It grows rapidly and can be harvested sustainably. Bamboo provides many environmental benefits such as erosion control, carbon sequestration, and oxygen production. It has also been used widely in construction, products, textiles, and medicine throughout Asia.
An oil and gas complex involves three main stages: upstream (exploration and production), midstream (processing, storage, transportation), and downstream (refining, marketing, consumption). Building a new large petroleum complex spanning all three stages can cost $7-10 billion and take 5-7 years. India's largest example is the Jamnagar refinery complex which cost $6 billion, covers 7,500 acres, and has a capacity of 1.24 million barrels per day.
Admixtures are materials added to concrete mixes to modify properties. There are two main types - chemical and mineral. Chemical admixtures include plasticizers, superplasticizers, retarders, accelerators, and air-entraining agents. Mineral admixtures include fly ash, slag, and silica fume. Admixtures are used to increase workability, strength, and durability while decreasing water demand and permeability. Common admixtures like plasticizers and superplasticizers work by dispersing cement particles and lubricating the mix to increase flowability.
RBK's Child Freedom Plan is a financial planning scheme designed by Rishi B. Khanna to provide for a child's future needs. The plan allows parents to save monthly and receive returns starting when the child is 6 years old to fund education, marriage, and other expenses. Higher lump sums are also received at ages 15, 17, 20, 22, and 25. Annual reviews are recommended to account for inflation. The plan can be customized for children ages 0 to 9 and combines life insurance and SIP mutual funds.
Rishi Khanna discusses the importance of financial planning in managing life's tensions and achieving desires. He explains that a financial planner can help clients accomplish their goals through proper planning, implementation, and periodic monitoring of investments, insurance, retirement savings, and other financial areas. The document outlines Rishi's qualifications and role in developing customized plans that clients can implement to create long-term wealth and a secure financial future.
LIC's Jeevan Ankur is a life insurance plan designed to financially support a policyholder's child. It guarantees an income benefit of 10% of the sum assured annually in case of the policyholder's death to cover the child's needs until maturity. At maturity, the child will receive the sum assured plus loyalty additions. The plan term is based on the child's age between 18-25 years to ensure support until financial independence. The example shows a 34-year old purchasing a 18-year plan for Rs. 10 lakhs for his 3-year old son. In case of death, the son would immediately receive the full sum assured, 10% annually as income benefit, and the full amount plus
The document outlines the income tax slabs and rates for the fiscal year 2013-2014, including no changes from the previous year's rates. It provides details on a rebate of Rs. 2000 for individuals with total income up to Rs. 5 lakh. Tables are included showing the income tax slabs and rates for various categories including senior citizens, women, and others.
Madhya Pradesh, the "Heart of India," boasts a rich tapestry of culture and heritage, from ancient dynasties to modern developments. Explore its land records, historical landmarks, and vibrant traditions. From agricultural expanses to urban growth, Madhya Pradesh offers a unique blend of the ancient and modern.
Brief details of oil refining,oil products and pricing #oil #refining. It is a part of Oil Management. Interested people can gather knowledge from this PPT
The Public Provident Fund (PPF) is a government-backed retirement savings scheme introduced in 1968. It allows individual Indian residents to save up to Rs. 1.5 lakhs per year with attractive interest rates and tax benefits. Contributions can be made for 15 years and the full amount is returned tax-free after maturity. Account holders can take loans against their balance and pre-mature withdrawals are permitted in some cases, though there are restrictions. The PPF provides a safe, tax-efficient long-term savings option for individual investors.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive functioning. Exercise causes chemical changes in the brain that may help boost feelings of calmness, happiness and focus.
This document provides a guide to various tax saving investment instruments that offer low risk and high capital gains. It discusses the key features of tax free bonds, equity linked savings schemes (ELSS), Rajiv Gandhi equity savings scheme (RGESS), National Savings Certificates (NSC), Public Provident Fund (PPF), tax saver fixed deposits, life insurance, and health insurance. All of these instruments provide tax benefits under various sections of the Income Tax Act and allow investors to achieve their financial goals through long-term savings and investment.
The document discusses the Public Provident Fund (PPF) scheme in India. It provides 7 key facts about PPF, including that it is a 15-year statutory scheme with high safety and tax benefits. It details features like minimum and maximum deposit limits, interest calculation, premature withdrawal rules. An example shows how Rs. 12,000 invested annually for 15 years at 8% interest can grow to Rs. 3.51 lakhs. The document recommends PPF for retirement planning and tax savings but not for young investors who can get higher returns from equities.
Petroleum products fall into three main categories: fuels, finished nonfuel products, and feedstocks for petrochemicals. Nonfuel products include solvents, lubricating oils, petroleum wax, petrolatum, asphalt, and petroleum coke. Asphalt is a dark material containing bitumen used to pave roads. Petroleum coke is a solid residue used in steel production and as fuel. Lubricants are hydrocarbons used to reduce friction in engines. Paraffin waxes and petrolatum are extracted from oils, colorless, odorless, and translucent, and used in candles, medical products, and more.
Bamboo has a long history of diverse uses. It was used in early light bulbs, phonographs, and as reinforcement in Thomas Edison's swimming pool. Bamboo is very strong and flexible, with strength comparable to steel. It grows rapidly and can be harvested sustainably. Bamboo provides many environmental benefits such as erosion control, carbon sequestration, and oxygen production. It has also been used widely in construction, products, textiles, and medicine throughout Asia.
An oil and gas complex involves three main stages: upstream (exploration and production), midstream (processing, storage, transportation), and downstream (refining, marketing, consumption). Building a new large petroleum complex spanning all three stages can cost $7-10 billion and take 5-7 years. India's largest example is the Jamnagar refinery complex which cost $6 billion, covers 7,500 acres, and has a capacity of 1.24 million barrels per day.
Admixtures are materials added to concrete mixes to modify properties. There are two main types - chemical and mineral. Chemical admixtures include plasticizers, superplasticizers, retarders, accelerators, and air-entraining agents. Mineral admixtures include fly ash, slag, and silica fume. Admixtures are used to increase workability, strength, and durability while decreasing water demand and permeability. Common admixtures like plasticizers and superplasticizers work by dispersing cement particles and lubricating the mix to increase flowability.
RBK's Child Freedom Plan is a financial planning scheme designed by Rishi B. Khanna to provide for a child's future needs. The plan allows parents to save monthly and receive returns starting when the child is 6 years old to fund education, marriage, and other expenses. Higher lump sums are also received at ages 15, 17, 20, 22, and 25. Annual reviews are recommended to account for inflation. The plan can be customized for children ages 0 to 9 and combines life insurance and SIP mutual funds.
Rishi Khanna discusses the importance of financial planning in managing life's tensions and achieving desires. He explains that a financial planner can help clients accomplish their goals through proper planning, implementation, and periodic monitoring of investments, insurance, retirement savings, and other financial areas. The document outlines Rishi's qualifications and role in developing customized plans that clients can implement to create long-term wealth and a secure financial future.
LIC's Jeevan Ankur is a life insurance plan designed to financially support a policyholder's child. It guarantees an income benefit of 10% of the sum assured annually in case of the policyholder's death to cover the child's needs until maturity. At maturity, the child will receive the sum assured plus loyalty additions. The plan term is based on the child's age between 18-25 years to ensure support until financial independence. The example shows a 34-year old purchasing a 18-year plan for Rs. 10 lakhs for his 3-year old son. In case of death, the son would immediately receive the full sum assured, 10% annually as income benefit, and the full amount plus
The document outlines the income tax slabs and rates for the fiscal year 2013-2014, including no changes from the previous year's rates. It provides details on a rebate of Rs. 2000 for individuals with total income up to Rs. 5 lakh. Tables are included showing the income tax slabs and rates for various categories including senior citizens, women, and others.
Madhya Pradesh, the "Heart of India," boasts a rich tapestry of culture and heritage, from ancient dynasties to modern developments. Explore its land records, historical landmarks, and vibrant traditions. From agricultural expanses to urban growth, Madhya Pradesh offers a unique blend of the ancient and modern.
“Amidst Tempered Optimism” Main economic trends in May 2024 based on the results of the New Monthly Enterprises Survey, #NRES
On 12 June 2024 the Institute for Economic Research and Policy Consulting (IER) held an online event “Economic Trends from a Business Perspective (May 2024)”.
During the event, the results of the 25-th monthly survey of business executives “Ukrainian Business during the war”, which was conducted in May 2024, were presented.
The field stage of the 25-th wave lasted from May 20 to May 31, 2024. In May, 532 companies were surveyed.
The enterprise managers compared the work results in May 2024 with April, assessed the indicators at the time of the survey (May 2024), and gave forecasts for the next two, three, or six months, depending on the question. In certain issues (where indicated), the work results were compared with the pre-war period (before February 24, 2022).
✅ More survey results in the presentation.
✅ Video presentation: https://youtu.be/4ZvsSKd1MzE
Explore the world of investments with an in-depth comparison of the stock market and real estate. Understand their fundamentals, risks, returns, and diversification strategies to make informed financial decisions that align with your goals.
13 Jun 24 ILC Retirement Income Summit - slides.pptxILC- UK
ILC's Retirement Income Summit was hosted by M&G and supported by Canada Life. The event brought together key policymakers, influencers and experts to help identify policy priorities for the next Government and ensure more of us have access to a decent income in retirement.
Contributors included:
Jo Blanden, Professor in Economics, University of Surrey
Clive Bolton, CEO, Life Insurance M&G Plc
Jim Boyd, CEO, Equity Release Council
Molly Broome, Economist, Resolution Foundation
Nida Broughton, Co-Director of Economic Policy, Behavioural Insights Team
Jonathan Cribb, Associate Director and Head of Retirement, Savings, and Ageing, Institute for Fiscal Studies
Joanna Elson CBE, Chief Executive Officer, Independent Age
Tom Evans, Managing Director of Retirement, Canada Life
Steve Groves, Chair, Key Retirement Group
Tish Hanifan, Founder and Joint Chair of the Society of Later life Advisers
Sue Lewis, ILC Trustee
Siobhan Lough, Senior Consultant, Hymans Robertson
Mick McAteer, Co-Director, The Financial Inclusion Centre
Stuart McDonald MBE, Head of Longevity and Democratic Insights, LCP
Anusha Mittal, Managing Director, Individual Life and Pensions, M&G Life
Shelley Morris, Senior Project Manager, Living Pension, Living Wage Foundation
Sarah O'Grady, Journalist
Will Sherlock, Head of External Relations, M&G Plc
Daniela Silcock, Head of Policy Research, Pensions Policy Institute
David Sinclair, Chief Executive, ILC
Jordi Skilbeck, Senior Policy Advisor, Pensions and Lifetime Savings Association
Rt Hon Sir Stephen Timms, former Chair, Work & Pensions Committee
Nigel Waterson, ILC Trustee
Jackie Wells, Strategy and Policy Consultant, ILC Strategic Advisory Board
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
Monthly Market Risk Update: June 2024 [SlideShare]Commonwealth
Markets rallied in May, with all three major U.S. equity indices up for the month, said Sam Millette, director of fixed income, in his latest Market Risk Update.
For more market updates, subscribe to The Independent Market Observer at https://blog.commonwealth.com/independent-market-observer.
In World Expo 2010 Shanghai – the most visited Expo in the World History
https://www.britannica.com/event/Expo-Shanghai-2010
China’s official organizer of the Expo, CCPIT (China Council for the Promotion of International Trade https://en.ccpit.org/) has chosen Dr. Alyce Su as the Cover Person with Cover Story, in the Expo’s official magazine distributed throughout the Expo, showcasing China’s New Generation of Leaders to the World.
1. RISHI B. KHANNA, CFPCM
Mutual Funds
from
RBK Financial Services
Investments in Mutual Funds are Subject to Market Risk.
2. RISHI B. KHANNA, CFPCM
Equity Funds
The Investments are done purely in Equity Shares
These funds are good for Long Term Goals
Time Horizon : 12 Years and Above
Risk Profile : High
Investments in Mutual Funds are Subject to Market Risk.
3. RISHI B. KHANNA, CFPCM
RBK Recommended Equity Funds
Birla SL Frontline Equity Fund
Franklin India Bluechip Fund
Templeton India Equity Fund
DSP BlackRock Equity Fund
DSP BlackRock Top 100 Fund
HDFC Equity Fund
HDFC Top 200 Fund
ICICI Prudential Focused Bluechip Fund
ICICI Prudential Discovery Fund
IDFC Premier Equity Fund
IDFC Sterling Equity Fund
Kotak Kotak 50 Fund
Kotak Opportunities Fund
L & T India Special Situation Fund
L & T Equity Fund
Reliance Equity Opportunities Fund
Reliance Growth Fund
SBI Emerging Business Fund
SBI Global Fund
Sundaram Select Midcap Fund
Sundaram Select Focus Fund
TATA Pure Equity Fund
TATA Ethical Fund
UTI Opportunities Fund
UTI Dividend Yield Fund
Investments in Mutual Funds are Subject to Market Risk.
4. RISHI B. KHANNA, CFPCM
Balanced Funds
The Investments in these Funds are done in the
proportionately as 65% – 75% in Equity and the
Balance in Debt Instruments.
These funds are good for Semi Long Term Goals.
Time Horizon : 8 Years and Above
Risk Profile : Medium to High
Investments in Mutual Funds are Subject to Market Risk.
5. RISHI B. KHANNA, CFPCM
RBK Recommended Balanced Funds
o Birla SL ‘95 Fund
o HDFC Balanced Fund
o ICICI Prudential Balanced Fund
o SBI Balanced Fund
o TATA Balanced Fund
Investments in Mutual Funds are Subject to Market Risk.
6. RISHI B. KHANNA, CFPCM
Debt Funds
The Investments in these Funds are done Purely in
GOI, Corporate Deposits and Other Debt Instruments
These Funds are good for Short Term Goals
Time Horizon : 2 to 5 Years
Risk Profile : Low
Investments in Mutual Funds are Subject to Market Risk.
7. RISHI B. KHANNA, CFPCM
RBK Recommended Debt Funds
Birla Medium Term Plan
Franklin Templeton India Income Builder Account
Reliance Regular Savings Fund - Debt Option
Investments in Mutual Funds are Subject to Market Risk.
8. RISHI B. KHANNA, CFPCM
Liquid / Liquid Plus Funds
The Investment in these schemes are in Money Market
and other related Instruments
These Funds are good to create corpus for Emergency
Needs and/or for very Short Term Goals
Time Horizon : 1 – 2 Years
Risk Profile : Very Low.
Investments in Mutual Funds are Subject to Market Risk.
9. RISHI B. KHANNA, CFPCM
RBK Recommended Liquid / Liquid Plus Funds
Birla SL Cash Manager Fund
HDFC Cash Management Fund – Treasury Advantage Plan
IDFC Money Manager Fund
Reliance Money Manager Fund
ICICI Prudential Floating Rate Fund
UTI Floating Rate Fund – STP.
Investments in Mutual Funds are Subject to Market Risk.
10. RISHI B. KHANNA, CFPCM
Gold Funds
The Investments under these funds are in Gold ETF.
These funds are good for Medium Term Goals
Time Horizon : 5 Years and Above
Risk Profile : Medium to High
Investments in Mutual Funds are Subject to Market Risk.
11. RISHI B. KHANNA, CFPCM
RBK Recommended Gold Funds
HDFC Gold Fund
ICICI Prudential Regular Gold Savings Fund
Kotak Gold Fund
Reliance Gold Savings Fund
SBI Gold Fund
Investments in Mutual Funds are Subject to Market Risk.
12. RISHI B. KHANNA, CFPCM
Investments in Mutual Funds are Subject to Market Risk.
Regards,
RBK Financial Services
Rishi B. Khanna
Certified Financial PlannerCM
Tel. No.- 9821248481 / 8080715551.
www.rbkfinancialservices.com
