#4
Reasons of Why you Should invest in Shares
What are Shares Shares are a part of ownership of the company. So shareholder are known as the owner of the company Shareholders get voting rights and participate in the profits earned by a company Investments in shares are risky but the rewards are high (investors get dividend and increase in price of the share)
# 1 Reason Returns
Last 5 Year Returns 35.0% 30.0%
32.5% 27.4% 24.6%
25.0% 18.7%
20.0%
As seen from the graph, returns on Shares are comparatively higher than
15.0% 10.0%
9.0%
9.5% 8.6%
9.5% 6.0%
7.8%
8.5%
8.8%
9.0%
8.5%
8.7%
4.8%
5.0% 0.0% -5.0%
• Fixed Deposit • PPF • Gold
8.7%
-3.7%
-10.0% -10.1%
-10.4%
-15.0% Mar-11 Sensex
Mar-12 Gold
FD
Mar-13 PPF
Mar-14
Mar-15
# 2 Reason Tax The returns earned on Shares held for more than one year are Tax Exempt Dividends earned by an investor are Tax Exempt
Shares
Tax free if Sold after 1 year. 15% tax in case sold within 1 year of Purchase
Equity Mutual Funds
Tax free if Sold after 1 year. 15% tax in case sold within 1 year of Purchase
Debt Mutual Funds
10% Tax if Sold after 3 years. If Sold within 3 years then as per Tax Slab of Investor
Fixed Deposit
Tax on Interest as per Tax Slab of Investor
Bonds
Tax on Interest as per Normal Income Slab
For Detailed Analysis refer our Taxation page
# 3 Reason Inflation Inflation vs Sensex vs FD 30% 25%
Present rate of inflation is 6%.
25% 20%
• BSE Sensex has delivered Annual Return in past 5 years
11.9%
• Comparatively returns on FD after adjusting for inflation is ~2% which is very low As you can see in Chart , Shares provide an excellent protection against inflation and are very beneficial in the long run
15%
19% 12% 9%
10% 5%
9%
11% 6%
8%
9%
0% 2010
2011
2012
2013
2014
-5% -10%
-10%
-15% Inflation
Sensex
Source: AdviseSure Research
# 4 Reason Liquidity Shares are the most highly liquid instruments in the market Shares/Gold
Highly Liquid.
Debt / Equity Mutual Funds
Highly Liquid
Bank Fixed Deposit
Highly Liquid
Saving / Current Bank Account
Equal to cash
Corporate Fixed Deposit
Moderate Liquid
Property
Illiquid
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