KOZHIKODE:
Impetus Wealth Management in association with SBI Mutual Fund is organizing a seminar on “Wealth Creation and Preservation” on August 15, 2017 (Tuesday) at Samaan Business Hotel, Opp. Tirur Railway Station. This program is aimed to create awareness about the investment opportunities in India and how you can achieve life-goals through appropriate financial products.
The themes covered in the seminar will be ‘Investment environment in India, post demonetization and GST’; ‘finding suitable investment path for each individual’ and creating wealth through suitable financial instruments’.
P R Dilip, Managing Director, Impetus Wealth Management, is an industry veteran with over two decades of experience in Indian Capital Market teamed with few experienced professional friends in 1994 and established Impetus Wealth Management. Impetus, with its headquarters in Mumbai, provides portfolio management services under the Portfolio Manager Regulations of SEBI. He is a Ponnani born Keralite from Tirur.
In 2007, Impetus opened its first branch in Kerala at Tirur.
Impetus provides research based investment management services for institutional as well as individual investors.
– Impetus provides wealth management services to a large number of resident and non- resident Indians
– Impetus Wealth Management -PMS Average return to investors last year – as on 31 st March 2017 was 30.40-% whereas the market has given 17.05% return during the same period – 01/04/2016 to 31/03/2017
Portfolio Management Service (PMS) can be a good vehicle for people who can invest anything above Rs. 25 lacks and stay invested for 3 to 5 years for getting a reasonable return on their investment. At Impetus, we follow a blend of Value and Growth Investment Strategy and the allocation differs based on the overall market valuation and Investor profile. We do not have any lock-in- period, no entry and exit loads for our PMS accounts. Funds are managed under custodian route. Each Investor would have individual bank and depository account maintained under a custodian. Investors can view their detailed portfolio reports on their password protected personal page on our website.
– Impetus Wealth Management had adopted very high-end technological platform way back in 2006, which is capable of serving large number of clients from any part of the world. Technology used by Impetus Wealth management had replaced the need for physical branch network more than a decade ago.
– The Investor Profiling Systems developed by Impetus to identify and quantify the right investment need of each investor, is well recognized not only by the Investing community but also by the leading Management Education Institutions in India.
– The strength of Impetus Wealth Management lies in its ability to provide personalized wealth management services to investors even from the remote part of the county without having the need to meet in person. The process driven approach of Impetus Wealth Management resulted in getting recognition as one among the top 20 promising wealth management companies in India.
Investors who cannot afford to begin with Rs. 25 Lac investments, can invest through Mutual Fund Schemes. Mutual Fund Investment can be began with as low as Rs. 500. Investors can build wealth over a period of time using Systematic Investment Plans of suitable Mutual Fund Schemes with the help of Professional organizations recoganised and regulated by SEBI such as Impetus Wealth Management.
Indian Economy is undergoing a major transition phase due to structural changes in the Financial Eco-system in our country. De-monitisation and GST are two major reforms which people are well aware about. However, there have been many more regulatory changes happening within the financial and banking industry since last few years. These changes are inline with the major steps taken by the developed nations post 2008 financial crisis to avoid repetition of any such mishaps in the world of finance. Reforms in the Indian Financial eco-system are well appreciated by all stakeholders within the country and outside too.
Actual benefits of these structural reforms would be visible in most of the industries within 6 months to one year. Stocks and other investment instruments would reflect these positive impacts appropriately in the days to come. As the inflation comes under control and other macro parameters becomes conducive, the cost of funding in the country is likely to reduce in the near future. This would have an impact on small savings and other investment instruments with fixed returns.
Dwindling returns from the fixed return instruments such as bank deposits, PPF etc. would make every citizen think about alternative options for achieving a meaningful return on their investments. The inflows into the Mutual Fund Schemes have gone up substantially in the recent months crossing monthly inflows of Rs. 4000 crores. The total assets under management of domestic mutual funds have reached an unbelievable sum of Rs. 20 Lac crores.
However the participation of Investors from Kerala through mutual fund route is not impressive. It is hardly 1% (around Rs.19,300 Cr.) of the total assets collected and managed by the Mutual Fund Industry. Keeping the high literacy level and high banking penetration in Kerala, the scope for mutual fund penetration is very high. An interesting aspect of Rs.19,300crore of Keralite Investors under the Mutual Fund Industry is, 56% of this money is in Equity oriented Schemes and 44% in Debt and other instruments. The Equity portion of
investors through mutual funds from other states such as, Maharashtra is 29%, Karnataka is 37% and Tamil Nadu is 38% , Gujarat is 45%. This underlines the fact that Keralite Investors are aware about the real potential of Equity, when it comes to aggressive growth investment options.
Better awareness about the various investment options under mutual funds is what is required in Kerala now. Impetus Wealth Management would walk extra miles in making Keralite Investors aware about the opportunities available under highly efficient and transparent Indian Capital Market.
It would be wrong to perceive Capital Market as place to get supernatural profits or returns on continues basis. The bull rally we are witnessing now has come after a dull period. However, prudent investments would certainly help investors to make meaningful ‘Real Returns’ from Indian Capital Market as our economy is on a long growth-trajectory.
Today, the investors are fully aware about the fact that investments in Real Estate, Gold and other investments of fixed return nature would not even beat the inflation. Therefore, Capital Market is a serious option they need to explore, understand and make good use, for better return on their investments. We at Impetus Wealth Management welcome each one of you to the world of Indian Capital Market. We will assist you in understanding this magnificent ocean of wealth with limitless opportunities hidden beneath.
