Skip to main content

Company deposit plans take shine off bank FDs

Some firms promise as high as 13%, experts advise caution "FOR firms, raising funds through debt becomes a cheaper source of capital. The credit rating of these firms should be reviewed " Himanshu Kohli CEO, Client Associates Private Wealth Management

IF you are looking to invest in a fixed-income instrument, there are more products other than bank fixed deposits that are attractive.

A growing number of private companies are coming up with fixed deposits schemes that promise a return as high as even 13 per cent, which is double the present bank deposit rate.

However, advisers say that investors need to be very cautious because high returns may come with higher risks, as compared with placing money in bank term deposits.

Some of the well-known companies that are at present offering fixed deposits with returns in excess of 10 per cent with different time horizons include JP Associates, Shriram Pistons, J P Associates, Unitech and Ansal Housing.

The largest public sector bank, State Bank of India (SBI) is offering a 6 per cent rate of interest for a one-year deposit. Other private banks such as ICICI Bank and HDFC Bank are offering an interest rate of 6.5 per cent. For a threeyear deposit, SBI pays 6.5 per cent, while both ICICI Bank and HDFC Bank offer 7 per cent over that period.

"I think investors can look forward to cash in on these instruments if they get proper service from these companies. It is a perpetual instrument, therefore, if an organisation can service their clients well, renewals can also possible, and for the company it is one of the cheaper sources for raising funds," said DR Dogra, chief executive officer and managing director, CARE, a credit rating agency.

Investment advisers, however, say that recommending corporate fixed deposits may give higher returns than a bank fixed deposit but these investments can be slightly risky.
Bank deposits, in comparison are zero-risk in nature.

These (company fixed deposits) are unsecured instruments, which mean if the company defaults, the investor cannot sell the documents to recover his capital, thus making them a risky investment option. Those who want to take advantage of the returns should understand the risk associated with it.

"Although some companies are offering reasonably good returns, the risk involved is higher than bank deposits. For companies, raising funds through debt becomes a cheaper source of building capital. The credit rating and the profile of these companies should be reviewed before one puts his money into these schemes.

Popular posts from this blog

SBI Magnum Tax Gain Scheme 1993 Applcation Form

    https://sites.google.com/site/mutualfundapplications/tax-saving-mutual-funds-elss     Investment Details Basics Min Investment (Rs) 500 Subsequent Investment (Rs) 500 Min Withdrawal (Rs) -- Min Balance -- Pricing Method Forward Purchase Cut-off Time (hrs) 15 Redemption Cut-off Time (hrs) 15 Redemption Time (days) -- Lock-in 1095 days Cheque Writing -- Systematic Investment Plan SIP Yes Initial Investment (Rs) -- Additional Investment (Rs) 500 No of Cheques 12 Note Monthly investment of Rs 1000 for 6 months and quarterly investment of Rs 1500 for 4 quarters.

Birla Sun Life Tax Plan Online

Invest Birla Sun Life Tax Plan Online   An Open-ended Equity Linked Savings Scheme (ELSS) with the objective to achieve long-term growth of capital along with income tax relief for investment.   After a bad patch from 2008 to 2010, Birla Sun Life Tax Plan has made a big comeback in the last five years, with a particularly good run since 2014. The fund's rankings, which had slipped to two stars in 2011-12, recovered sharply to three-four stars in the last three years. The fund has delivered a particularly large outperformance over its benchmark and peers in the last couple of years. The fund's investment strategy focuses on a diversified and high-quality portfolio, with parameters such as capital ratios and balance-sheet strength used to judge quality. It uses a combination of top-down and bottom-up approaches to take sector/stock positions. The fund avoids highly leveraged plays. Staying more or less fully invested at all times, the fund parks roughly half of its portfoli

Should you Roll Over 1 year Fixed Maturity Plans?

The period between January and March typically sees an uptick in the launch of fixed maturity plans, or FMPs. Not this year. Instead, fund houses are busy rolling over or extending the tenure of their one- year FMPs launched last year to three years. Investors in one- year FMPs have a choice. Either redeem units or roll over to three years. If you exit now, your gains will be added to your income and taxed in line with your individual slab rate of 10, 20 or 30 per cent. If you stay invested for two more years, you pay 20 per cent tax with indexation benefit. Yields have softened in the past few months on expectations of a rate cut. If the central bank continues its soft monetary stance, yields are likely to fall further. In such a scenario, it makes sense for investors, particularly those in the 30 per cent tax bracket, to roll over their investments and lock in at a higher yield now. In a surprise move, the Reserve Bank of India cut repo rate by 25 basis

Mutual Fund Review: IDFC Premier Equity Fund

  IDFC Premier Equity Fund, which falls under the presumed high risk group of mid- and small-cap schemes, can rely on astute and timely equity picks. These make it less vulnerable to fluctuations compared with others in the category   IDFC Premier Equity Fund is designed to invest in upcoming, but promising businesses available at cheap valuations, and hold on to these businesses until they reap desired returns. The experiment has been successful so far, and IDFC Premier Equity has emerged as one of the top performing mutual fund schemes in the mid- and smallcap category of equity schemes.    While the scheme is an open-ended equity fund, i.e. open for subscriptions throughout the year, it has a unique philosophy to limit fresh inflows. Thus, while an investor can always take the systematic investment plan ( SIP ) route to invest in the scheme throughout the year, inflows through a lumpsum investment have been restricted. Since inception, IDFC Premier Equity has been opened for l

IDFC Premier Equity Fund dividend

  IDFC Mutual Fund   has announced dividend under the dividend option of   IDFC Premier Equity Fund Direct-D . The quantum of dividend shall be   R 4.3464 per unit.   The record date has been fixed as May 06, 2015. Best Tax Saver Mutual Funds or ELSS Mutual Funds for 2015 1. ICICI Prudential Tax Plan 2. Reliance Tax Saver (ELSS) Fund 3. HDFC TaxSaver 4. DSP BlackRock Tax Saver Fund 5. Religare Tax Plan 6. Franklin India TaxShield 7. Canara Robeco Equity Tax Saver 8. IDFC Tax Advantage (ELSS) Fund 9. Axis Tax Saver Fund 10. BNP Paribas Long Term Equity Fund You can invest Rs 1,50,000 and Save Tax under Section 80C by investing in Mutual Funds Invest in Tax Saver Mutual Funds Online - Invest Online Download Application Forms For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call --------------------------------------------- Leave your comment with mail ID and we will answer them OR You can write to us at PrajnaCapital [at] Gmail [dot]
Related Posts Plugin for WordPress, Blogger...
Invest in Tax Saving Mutual Funds Download Any Applications
Transact Mutual Funds Online Invest Online
Buy Gold Mutual Funds Invest Now