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Investment Consultancy Portfolio Management Financial Planning Technical Research of Market

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Investment Consultancy

Portfolio Management

Financial Planning

Technical Research of Market

To provide Services that can give consistent Returns irrespective of the market condition

To spread Financial Literacy & thereby helping people simplify their Investment decisions.

Manish Goyal – FCA,DISA Fund Manager & Technical Analyst

M. L. Goyal – FCA, AMIMA Commercial Head, J.K. Cement Nimbahera

Mahesh Gupta - IIMAProject Head, Adobe India

Ritu Choudhary – CS, LLBCompany Secretary, Umaid Bhawan, Jodhpur

G. K. Agrawal – FCA, FCS, ICWAFinance Head, ONGCMan Behind the launching of Aditya Birla Cement (Raj) & Vikram Cement (MP), currently supervising the Internal Audit of ONGC

B. L. Chandak – FCAExecutive Director, RPG GroupHandling the Investor Relation on behalf of RPG Group worth Rs.17,000 Cr, a group which includes Companies Like CESC, CEAT Tyres, KEC Intl, Saregama, RPG Life sciences)

Udaipur

Chittorgarh

Banswara

Nimbahera

MARG Capital Growth(Portfolio Management Services)

NIFTY moved down to 6 % since Jan 2011 to Mar 2011

Nifty has been down by 16% in last three months & recovered atleast 10% from the lows, i.e. been volatile but at the same time has given various options for earning in last one year.

Now let’s see how M/F’s have performed during this time…..

All the equity & balanced funds have shown negative growth in last three months with respect to negative movement of NIFTY

Most of the closed ended funds have also shown negative growth in last three months & has given approx.7-10% returns only in last year.

Moreover , we usually choose close ended apps for getting tax benefits but in last three years all the large, midcap& tax planning funds have given on an average only 10-12% .

Even the Hybrid: Arbitrage fund has also given only 1-2 % return in last one month while 6-7 % return in last one year.

Mutual Funds are good long term investments (at least 3-5 years) but always gives market correlated returns .

Even the top rankers has also given 15-20% annualized returns only in last 8-10 years

Returns are taxable so effective returns are 10-12 % only

Mutual Fund/ULIP/Other Equity Funds are like Cork on the surface of the ocean that will go with the waves of the equity market-Up for Bull & Down for Bear

whereas

MARG Capital Growth is Like a submarine traveling in an almost straight line below the surface, not impacted by the effect of declining markets by utilizing various hedging strategies.

18% absolute yearly returns whether the market is Up or Down

Returns are Tax Exempted – u/s 10(2A) Only 3 years Capital Locking Take away your profits every month. Best Returns within all the Financial Products

available

Substantially Higher & more regular Returns with Capital Preservation

Ability to deliver Non- Market Correlated returns – especially in a Bear Market

Eliminate the need to correctly time the market- for entry & exit

Balances the Client’s overall portfolio Risk & Volatility

No Charges & Locking like ULIPs & no market correlated returns like Mutual Fund

MARG is a Legal entity Registered with Registrar of Companies & Its objectives are approved by SEBI.

NAV Transparency NAV is being audited by Independent Auditors Every Month unlike Mutual Fund where

there is no such process.

Working Transparency Money Management –Using only 80% of capital with 20% in Debt and not working on

Margins 50 % fund will used in BTST/other non market exposure & hedging strategies Only 20-30% fund will have Market Exposure

Worst Case Scenario – Nothing!!! Take both long and short positions Invest in almost any opportunity in market where it foresees good gains at reduced

risk.  An objective to give consistency of returns and capital preservation.

Locking of Capital – 3 year Locking

Profit Distribution - Monthly or at Maturity

Entry Load - NIL

NFO Launched on : 01st Feb’11MARG Capital Growth - NAVBase NAV - Rs.10.000/-April’11 NAV – Rs.10.250/-May’11 NAV- Rs.10.420/-June’11 NAV Rs.10.580/-July’11 NAV Rs.10.720/-

August’11 NAV Rs.10.890/-Sept’11 NAV Rs.11.010/-Oct’11 NAV Rs.11.186/-Nov’11 NAV Rs. 11.315/-

Minimum Investment AmountRs. 1.00 Lac & in multiple of Rs. 10,000/-

Money is never lost - Neither in Bull nor in Bear Market It just get transferred to your Account

With