Why ELSS?

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Why ELSS?

Transcript of Why ELSS?

Page 1: Why ELSS?

Why ELSS?

Page 2: Why ELSS?

• The first reason to invest in an ELSS fund is the high returns that equity can earn.

• It’s a common MYTH that equities are the high-risk portion of investor’s portfolios.

• But the fact is, with increasing duration of holding in equity, stocks actually become less risky asset of all and gives the benefit of increased returns and helps to create WEALTH without upping the risk taken.

Equity performs best over long-term

Page 3: Why ELSS?

Highest flexibility among tax-saving investments

• Tax-saving instruments come with lock-in periods.

• ELSS funds have a lock-in of 3 years, least in comparison with other tax saving investments.

• Also If the ELSS fund you're investing in doesn't do well, you can move to another fund.

• This kind of flexibility isn't available with traditional tax-saving investments.

Page 4: Why ELSS?

Returns are tax-free

• All capital gains earned through ELSS funds are tax-free i.e. there is no tax imposed on the maturity amount or the earnings accrued through ELSS investments.

• Also no tax is imposed on dividend earned from ELSS funds

Page 6: Why ELSS?

DisclaimerMotilal Oswal Securities Ltd. (MOSL) Member of NSE, BSE & MSEI

Motilal Oswal Securities Ltd. (MOSL) Member of NSE, BSE & MSEI - CIN no.: U65990MH1994PLC079418 Registered Office Address: Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai-400025; ; Tel No.: 022-3980 4263;

www.motilaloswal.com. Correspondence Address: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai- 400 064. Tel No: 022 3080 1000. Registration Nos.: NSE(Cash): INB231041238; NSE(F&O): INF231041238; NSE(CD):

INE231041238; BSE(Cash): INB011041257; BSE(F&O): INF011041257; BSE(CD); MSEI(Cash): INB261041231; MSEI(F&O): INF261041231; MSEI(CD): INE261041231; CDSL: IN-DP-16-2015; NSDL: IN-DP-NSDL-152-2000; Research Analyst: INH000000412. AMFI: ARN 17397. Motilal Oswal Asset Management Company Ltd. (MOAMC) : PMS (Registration No.: INP000000670); PMS & Mutual Funds are offered through MOAMC which is group company of MOSL. Motilal Oswal Wealth Management Ltd. (MOWML) : PMS (Registration

No.: INP000004409) is offered through MOWML which is a group company of MOSL. Motilal Oswal Securities Ltd is a distributor of Mutual Fund & IPOs. Please read the Risk Disclosure Document prescribed by the Stock Exchanges carefully before investing.

Investments in Securities are subject to market risk and there is no assurance or guarantee of the returns. Details of Compliancse Officer: Name: Neeraj Agarwal, Email ID: [email protected] , Contact No.:022-30801085 The securities/ scrip/ stock name quoted are exemplary and are not recommendatory. Motilal Oswal has been awarded as Best Broking House in Cash Segment & Institutional

Clients at the Dun & Bradstreet Equity Broking Awards 2015.*Account would open after all procedure relating to Client due diligence is completed