reliance gold saving... nitesh nayak
TRANSCRIPT
-
7/31/2019 Reliance Gold Saving... NITESH NAYAK
1/17
Gold saving scheme of Reliance mutual fund
Date: 1thaugust 2012
-
7/31/2019 Reliance Gold Saving... NITESH NAYAK
2/17
Confidential Slide
COMPANY PROFILE:
Reliance Capital Ltd is a part of the Reliance - Anil
Dhirubhai Ambani Group, and is ranked among the 25 most
valuable private companies in India.
Reliance Mutual Fund, a part of the Reliance Group, is one
of the fastest growing mutual funds in India. RMF offers
investors a well-rounded portfolio of products to meetvarying investor requirements and has presence in 179
cities across the country
2
-
7/31/2019 Reliance Gold Saving... NITESH NAYAK
3/17
Confidential Slide
Reliance Mutual Fund ('RMF'/ 'Mutual Fund') is one of
Indias leading Mutual Funds, with Average Assets Under
Management (AAUM) of Rs. 80,694 Crores and an investor
count of over 63.17 and 69.37 Lakh folios. (AAUM and
investor count as of Apr - June '12)
3
-
7/31/2019 Reliance Gold Saving... NITESH NAYAK
4/17
Confidential Slide
Risk Factors: Mutual Funds and securitiesinvestments are subject to market risks, and there is
no assurance or guarantee that the objectives of the
Scheme will be achieved. As with any investment insecurities, the NAV of the Units issued under the
Scheme can go up or down depending on the factors
and forces affecting the securities market.
4
-
7/31/2019 Reliance Gold Saving... NITESH NAYAK
5/17
Confidential Slide 5
RELIANCEMUTUAL
FUND
EQUITY DEBT
-
7/31/2019 Reliance Gold Saving... NITESH NAYAK
6/17
Confidential Slide 6
EQUITY
OPEN
ENDED
DIVERSIFY
SECTORALCLOSEENDED
THEMATIC
-
7/31/2019 Reliance Gold Saving... NITESH NAYAK
7/17Confidential Slide 7
DEBT PROMISE TOPAY
-
7/31/2019 Reliance Gold Saving... NITESH NAYAK
8/17Confidential Slide
Reliance Gold Savings Fund (An Open Ended Fund of Fund
Scheme): The investment objective of the Scheme is to seekto provide returns that closely correspond to returns
provided by Reliance Gold Exchange Traded
Fund(RGETF).
8
RELIANCE GOLD SAVING FUND
-
7/31/2019 Reliance Gold Saving... NITESH NAYAK
9/17Confidential Slide
RGETF is an open-ended Gold Exchange TradedFund that tracks the domestic prices of gold through
investments in physical Gold. The investment
objective is to seek to provide returns that closely
correspond to returns provided by price of gold
through investment in physical Gold (and Gold
related securities as permitted by Regulators from
time to time)
9
-
7/31/2019 Reliance Gold Saving... NITESH NAYAK
10/17Confidential Slide 10
RELIANCE
GOLDPLAN
(SIP)SYSTEMATICINVESTMENT PLAN
-
7/31/2019 Reliance Gold Saving... NITESH NAYAK
11/17Confidential Slide 11
Please quotethis appl. noand yourname on thereverse of
the cheque
Reliance Liquid Fund Treasury Plan & Reliance Medium Term Fund to Reliance Gold Savings Fund: Auto Switch Form
Name of the1st applicantshould be thesame as inBank A/c (asper bankdetails below)
Please indicate thetax status of all theapplicants (in caseof more than oneapplicant
If you are an
existing investorplease provideyour Folio No.and Name andProceed to pointno. 5 to updateinvestmentdetails.
Select Mode ofholding for operatingthe folio. If left blankit will be treated asjoint for multipleapplicants.
-
7/31/2019 Reliance Gold Saving... NITESH NAYAK
12/17Confidential Slide 12
Please mentionthe full mailingaddress. PINcode Mandatory
For receiving alertsregarding youraccount, please
provide mobilenumber.
IFSC code isrequired forelectronic transferof funds fordividend andredemption directly
to your bank A/c viaNEFT
Please provide
your registeredemail id to receiveaccountstatements viaemail
Complete bankaccount detailsare mandatory
MICR code is requiredfor electronic transferof funds for dividendand redemptiondirectly to your bank
A/c via ECS
Please complete theacknowledgementslip.
-
7/31/2019 Reliance Gold Saving... NITESH NAYAK
13/17Confidential Slide 13
Auto switch
detailsMandatory
Select scheme for
auto switchtoGold SavingsFund
Fill in completedetails of
Nominee. Crossout section if youdo not wish tonominate.
Account holderssignatureMandatory
-
7/31/2019 Reliance Gold Saving... NITESH NAYAK
14/17Confidential Slide 14
EnterBrokercodedetails
DMAT A/cdetailsMandatory
Mention
Category andname of unitholder
-
7/31/2019 Reliance Gold Saving... NITESH NAYAK
15/17Confidential Slide 15
Pleasecomplete theacknowledgement slip.
Mention Bank
details from whichthe funds have tobe blocked andinvestor tomaintain sufficientbalance in the A/c
Enter schemedetails andamount
-
7/31/2019 Reliance Gold Saving... NITESH NAYAK
16/17Confidential Slide 16
Account holderssignatureMandatory
-
7/31/2019 Reliance Gold Saving... NITESH NAYAK
17/17
Thank you