Evergrowth Investments

Interest rate of 8.5% per annum payable monthly w.e.f. 01.04.2012
Maturity period is 5 years.
No Bonus on Maturity w.e.f. 01.12.2011.
No tax deduction at source (TDS).
No tax rebate is applicable.
Minimum investment amount is Rs.1500/- or in multiple thereafter.
Maximum amount is Rs. 4.50 lakhs in a single account and Rs.9 lakhs in a joint account.
Auto credit facility of monthly interest to saving account if accounts are at the same post office.
Account can be opened by an individual, two/three adults jointly, and a minor through a guardian.
Non-Resident Indian / HUF cannot open an Account.
Minors have a separate limit of investment of Rs. 3 lakhs and the same is not clubbed with the limit of guardian.
Facility of premature closure of account after 1 year but on or before 3 years @ 2.00% discount.
Deduction of 1% if account is closed prematurely at any time after three years.
Suitable scheme for retired employees/ senior citizens and for those who need regular monthly income.

We become your personalised advisor that gives you the financial expertise you need.

Distributor Code: Rajinder Pal Singh Anand - ARN 2481

Mutual Fund

Know About Mutual Fund
Advantages of Mutual Funds.
Professional Management,Diversification,Convenient Administration,Return Potential,Low Cost,Liquidity,Transparency,Choice of Schemes,Tax Benefits,Well Regulated.
Varieties of Mutual Fund Schemes.
Wide variety of Mutual Fund Schemes exists to cater to the needs such as financial position, risk tolerance and return expectations etc. The table below gives an overview into the existing types of schemes in the Industry.

Types of Mutual Fund Schemes
By Structure:
By Investment Objective:
Other Schemes:

We become your personalised advisor that gives you the financial expertise you need.

Distributor Code: Rajinder Pal Singh Anand - ARN 2481

Fixed Deposit

A sum of money given to a bank, financial institution or company whereby the receiving entity pays interest at a specified percentage for the time duration of the deposit. At the end of the time period of the deposit the amount that is originally given is returned to the investor. Fixed deposits are also known as term deposits.
We Work With Following Companies:
HDFC LTD
Mahindra & Mahindra
PNB Housing Finance
LIC Housing Finance
Shriram Transport
Shriram City Union Finance
Bajaj Finance
CENT Bank Home Finance
Godrej And BOYCE

We become your personalised advisor that gives you the financial expertise you need.

Distributor Code: Rajinder Pal Singh Anand - ARN 2481

Capital Gain Bond

Sec.54EC offers exemption if the capital gains are reinvested within 6 months in bonds redeemable after 3 years issued by NHAI and REC. Unfortunately, FA07 has slapped a limit on such contributions of Rs. 50 lakh during any FY.

We become your personalised advisor that gives you the financial expertise you need.

Distributor Code: Rajinder Pal Singh Anand - ARN 2481

Life Insurance

We Provide Expert Planning of LIC Policies According to your Specific Needs.

Endowment Assurance Plans
Jeevan Anand
Whole Life Plans
Term Assurance Plans

We become your personalised advisor that gives you the financial expertise you need.

Distributor Code: Rajinder Pal Singh Anand - ARN 2481

Expert planning for
VRS,
Retirements,
NRI Investments,
Receipt from sale of property

Some of the reports that we generate for our clients include :
Summary Portfolio Valuations
Detailed Transaction Statements
Gain / Loss statements (including calculation of Long / Short Term Capital Gains)
Email sent on request

CKYC Individual Form

Word Abbreviations

Mutual Fund

Fixed Deposit

Capital Gain Bond

Life Insurance

CKYC Individual Form

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