Rich Insurance

Professional Management - A mutual fund is a relatively inexpensive way for a small investor to get a full-time manager to make and monitor investments.Diversification - By owning shares in a mutual fund instead of owning individual stocks or bonds, your risk is spread out.Economies of Scale - Because a mutual fund buys and sells large amounts of securities at a time, its transaction costs are lower than you as an individual would pay.Liquidity - Just like an individual stock, a mutual fund allows you to request that your shares be converted into cash at any time.Simplicity - Buying a mutual fund is easy! Most Companies have their own line of mutual funds, and the minimum investment is small.

what is wealth creation? In the simplest sense - a desire to be rich, a desire to have control over the aspects that effect our financial life, a desire to command respect with the control, our money path and having more than sufficient funds to cater all are needs in future. Through mutual funds we can create wealth and also forgo the market risk factor by a technique called averaging which can be achieved through Systematic Investment plan (SIP) and Systematic Transfer Plan (STP).

A mutual fund is nothing more than a collection of stocks and/or bonds. You can make money from a mutual fund in three ways:Income is earned from dividends on stocks and interest on bonds. A fund pays out nearly all income it receives over the year to fund owners in the form of a distribution.If the fund sells securities that have increased in price, the fund has a capital Gain. Most funds also pass on these gains to investors in a distribution.If fund holdings increase in price but are not sold by the fund manager, the fund's shares increase in price. You can then sell your mutual fund shares for a profit

HSBC Asia Pacific (Ex Japan) Dividend Yield Reg

• Closes On :17-Feb-2014 Motilal Oswal Most Focused Midcap 30 Fund (Most Focused Midcap 30)
• Closes On :17-Feb-2014 Reliance Dual Advantage FTF V Plan A.
• Closes On :18-Feb-2014 ICICI Pru Capital Protection Oriented Ser V Plan C Reg.
• Closes On :18-Feb-2014 IDFC Equity Opportunity Series 3 Reg.
• Closes On :21-Feb-2014 ICICI Prudential Multiple Yield Series 6 A Reg.
• Closes On :24-Feb-2014 IDBI Debt Opportunities Reg.
• Closes On :24-Feb-2014 BNP Paribas Medium Term Income.
• Closes On :28-Feb-2014 Reliance Dual Advantage FTF V Plan B.
• Closes On :03-Mar-2014 SBI Tax Advantage Series III Reg.
• Closes On :27-Mar-2014.

HDFC - Mid Cap Opportunities Fund (G) As On 31-01-2014Equity 95.77% Type Open-ended Debt 4.30% Category Equity Mid & Small Cap Others (0.07)% Launch Date Jun 25, 2007Face Value (Rs/Unit) 10 Benchmark CNX Midcap52-Week High - Corpus 2,803.00 INR (Crs.)52-Week Low -Holdings Net Asset Collateralised Borrowing & Lending Obligation 4.30% IPCA Laboratories Ltd. 4.26% Aurobindo Pharma Ltd. 4.22%Supreme Industries Ltd. 3.88% Mind Tree Limited 3.67% NIIT Technologies Ltd. 3.24%Torrent Pharmaceuticals Ltd. 2.91?lerx Services Ltd. 2.67% Divis Laboratories Ltd. 2.66%Persistent Systems Limited 2.54%Lupin Ltd. 2.53?yer Cropscience Ltd 2.25%Amara Raja Batteries Ltd. 2.21%Axis Bank Ltd. 2.15%AIA Engineering Ltd. 2.04 rborundum Universal Ltd. 2.03?ta India Ltd. 1.97%VST Industries Ltd. 1.85?g Bearings India Ltd. 1.85%SKF India Ltd. 1.79%Solar Industries India Ltd. 1.77% Pidilite Industries Ltd. 1.67?nk of Baroda 1.64%Vesuvius India Ltd. 1.60%Yes Bank Ltd. 1.53? ani Ports and Special Economic Zone Ltd. 1.51?deral Bank Ltd. 1.47%Whirlpool of India Ltd. 1.47%ING Vysya Bank Ltd. 1.39%Oracle Financial Services Software Ltd. 1.38%Sundram Fasteners Ltd. 1.29%Punjab National Bank 1.27%Oil India Ltd. 1.26? lkrishna Industries Ltd. 1.23%Tube Investments of India Ltd. 1.22%Greenply Industries Ltd. 1.21%Union Bank of India 1.18%Blue Star Ltd. 1.18%Allahabad Bank 1.17%Hindustan Petroleum Corporation Ltd. 1.15% Grind well Norton Ltd. 1.15% Bharat Electronics Ltd. 1.14?jaj Finance Ltd. 1.12%Voltas Ltd. 1.06%Apollo Tyres Ltd. 1.01% Jaiprakash Associates Ltd. 0.96%Indian Bank 0.94%Zee Entertainment Enterprises Ltd. 0.93%TTK Prestige Ltd. 0.92% Emami Ltd. 0.91%Crompton Greaves Ltd. 0.88%The Paper Products Ltd. 0.81% Exide Industries Ltd. 0.77%Jagran Prakashan Ltd. 0.77%Clariant Chemicals (India) Ltd. 0.68%The Phoenix Mills Ltd. 0.68%KNR Constructions Ltd. 0.67%Nucleus Software Exports Ltd. 0.65%Ahmednagar Forgings Ltd. 0.40%Strides Arcolab Ltd. 0.32%KEC International Ltd. 0.26%Wockhardt Ltd. 0.17%NRB Industrial Bearings Ltd 0.13?or Welding Ltd. 0.13%Net Current Assets (0.07)%Sector/Rating Net Asset Pharmaceuticals 17.07% Software 14.15% Industrial Products 13.77% Banks 12.74% Consumer Durables 7.97% Auto Ancillaries 6.51% Cash & Cash Equivalents 4.23% Chemicals 4.12% Industrial Capital Goods 4.06% Consumer Non Durables 2.76% Construction 2.31% Pesticides 2.25% Media And Entertainment 1.70% Transportation 1.51% Oil 1.26% Petroleum Products 1.15% Finance

I/We hereby confirm that the EUIN box has been intentionally left blank by me/us as this is an “execution-only” transaction without any interaction or advice by the employee/relationship manager/sales person of the above distributor or notwithstanding the advice of in-appropriateness, if any, provided by the employee/relationship manager/sales person of the distributor and the distributor has not charged any advisory fees on this transaction.

In order to comply with regulatory provisions under the Prevention of Money Laundering Act 2002, Rules issued thereunder and related guidelines/circulars issued by SEBI, KYC formalities are required to be completed for all Unit Holders, including Guardians and Power of Attorney holders, for any investment (whether new or additional purchase) in mutual funds. For the convenience of investors in mutual funds, all mutual funds have made special arrangements with CDSL Ventures Ltd. (CVL), a wholly owned subsidiary of Central Depository Services (India) Ltd. (CDSL)).

India has turned into a splendid investment destination for Non Resident Indians and persons of Indian origin. A growing & robust economy, a strong Rupee and profitable companies have together ensured that investors get maximum returns from both equity and debt markets. A highly transparent and automated stock exchange and a resonant mutual fund industry have ensured that investments are liquid and transparent. Taking advantage of this environment and our proven experience in the market.

Common Transaction Form (For existing unit holders only)Broker Code Sub Broker Code Date ARN-21843 (Rajiv Batra) First Unit holder Folio No: Mode of Holding : Tax Status :Name PAN No Second Unit holder Third Unit holder B. Additional Purchase Request Scheme : Option :Amount : Cheque/DD No : Dated :Drawn On : Branch :A. Unit Holder Information Plan :C. Redemption Request D. Switch/Transfer Request Please refer to the offer document of the scheme you are switching from and to.E. Change of Bank F. Change of Address G. Declaration And Signatures Sole/First Unit Holder Second Unit Holder Third Unit Holder Address:City : State :Country :Pin :Phone(R):(O):Mobile: E-Mail :Fax :Name of Bank : Branch /Address :A/c : A/c Type:City : Pin Code: MICR :Acknowledgement Folio No: ARN No: Applicant Name: Scheme Name:Signature & Stamp Please Redeem Rs.: Or Units From The: Scheme : Plan: Option:I Wish to Switch Rs.: Or Units: Scheme (From): Scheme (To): Option: Option: A. B. C. D. E. F. Check OptionARN-21843 (Rajiv Batra)1. Upfront commission shall be paid directly by the investor to the AMFI registered distributors based on the investor’s assessment of various factors including th