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MEHTA FINCON

Events Come & Go...

JOURNEY OF INDIAN STOCK MARKET

From 1979 till date it is clear that in all adversity & prosperity Sensex have grown 246 times.

But sooner or Later that downside have always been overcome.

Surely there have been downside also.

Moral :- Be a systematic & disciplined Investor... Save Wisely, Invest Smartly.!!

ISSUE 23 | MARCH 2016

Investors should not focus on event, they should focus on performance of the company.

Data suggest that inspite of many events in past, Sensex has grown from 100 in 1979 to 24600 in

2016 i.e. 246 times growth in 37 years.

Let’s have a look at past event vis-à-vis Sensex Level.

Year Events Sensex

1979 BSE Sensex 100

1982 Sukhram Telecom Scam. 218

1984 Indira Gandhi shot dead & Bhopal Gas tragedy. 245

1989 Hung parliament with Congress outside support. 714

1991 Rajiv Gandhi assassination. 1168

1992 Indian economy opening up. Dream budget by MMS. Harshad Mehta Scam. 4285

1993 Bomb Blasts in Mumbai. Also at BSE building. Riots all over. 2281

1996 C. R. Bhansali Scam. 3367

1997 Cement Scam involving A. R. Antulay. 3361

1999 NDA coming to power with Shri Atal Bihari Vajpayee as PM. 3740

2000 Ketan Parekh scam. 2924

2003 Big bull-run starts at Dalal Street. 3049

2004 UPA coming to power with support of Left party. 5591

2006 Heavy selling by FIIs, retail investors & a weakness in global markets. 11391

2007 The RBI decision to hike the cash reserve ratio & repo rate. 12455

2008 Crude oil rising upto $ 147. 15644

2009 Sub-prime crisis in USA bring financial instability world wide. 9568

2010 Satyam scam, Common wealth scam, Telecom scam. 17590

2013 Young RaghuRam Rajan appointed RBI governer. 18835

2014 BJP alone conquering 283 seats in Lok Sabha and NDA coming to power with 332 seats. 25000

2015 Surprise repo rate cut by the RBI. 30000

2016 FM Arun Jaiitley presented a reformist budget. 24600

Keyur MehtaChairman

*(Sensex figure are as on 31-Mar of that particular year, except 2016)

SENSEX HISTORICAL ( YEARLY ) DATA

Sr No. Year Sensex 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr 25 Yr 30 Yr

1 Mar - 79 100 - - - - - - - -

2 Mar - 80 129 28.57% - - - - - - -

3 Mar - 81 173 34.90% - - - - - - -

4 Mar - 82 218 25.52% 29.61% - - - - - -

5 Mar - 83 212 -2.85% 18.05% - - - - - -

6 Mar - 84 245 15.99% 12.25% 19.66% - - - - -

7 Mar - 85 354 62.24% 17.58% 22.44% - - - - -

8 Mar - 86 574 62.24% 39.49% 27.05% - - - - -

9 Mar - 87 510 -11.10% 27.66% 18.58% - - - - -

10 Mar - 88 398 -21.94% 4.03% 13.50% - - - - -

11 Mar - 89 714 79.13% 7.52% 23.81% 21.72% - - - -

12 Mar - 90 781 9.45% 15.24% 17.16% 19.77% - - - -

13 Mar - 91 1168 49.54% 43.12% 15.26% 21.01% - - - -

14 Mar - 92 4285 266.88% 81.76% 53.04% 34.71% - - - -

15 Mar - 93 2281 -46.78% 42.93% 41.76% 26.84% - - - -

16 Mar - 94 3779 65.71% 47.90% 39.57% 31.45% 27.40% - - -

17 Mar - 95 3261 -13.71% -8.70% 33.09% 24.87% 24.05% - - -

18 Mar - 96 3367 3.24% 13.86% 23.58% 19.35% 21.86% - - -

19 Mar - 97 3361 -0.17% -3.83% -4.74% 20.74% 20.02% - - -

20 Mar - 98 3893 15.82% 6.08% 11.29% 25.60% 21.43% - - -

21 Mar - 99 3740 -3.92% 3.57% -0.21% 18.02% 19.92% 19.85% - -

22 Mar - 00 5001 33.73% 14.17% 8.93% 20.40% 19.31% 20.09% - -

23 Mar - 01 3604 -27.93% -2.53% 1.37% 11.93% 13.03% 16.38% - -

24 Mar - 02 3469 -3.75% -2.47% 0.64% -2.09% 13.63% 14.85% - -

25 Mar - 03 3049 -12.12% -15.21% -4.77% 2.95% 14.53% 14.27% - -

26 Mar - 04 5591 83.38% 15.76% 8.37% 3.99% 14.71% 16.92% 22.28% -

27 Mar - 05 6493 16.14% 23.23% 5.36% 7.13% 15.16% 15.66% 21.66% -

28 Mar - 06 11280 73.73% 54.67% 25.63% 12.85% 16.32% 16.06% 23.21% -

29 Mar - 07 13072 15.89% 32.73% 30.38% 14.55% 7.72% 17.60% 22.72% -

30 Mar - 08 15644 19.68% 34.06% 38.69% 14.92% 13.70% 20.14% 24.01% -

31 Mar - 09 9709 -37.94% -4.88% 11.67% 10.01% 6.49% 13.94% 20.19% 25.71%

32 Mar - 10 17528 80.54% 10.27% 21.97% 13.36% 11.86% 16.83% 21.55% 27.86%

33 Mar - 11 19445 10.94% 7.52% 11.51% 18.36% 12.40% 15.10% 19.26% 26.61%

34 Mar - 12 17404 -10.50% 21.48% 5.89% 17.50% 11.59% 7.26% 19.30% 24.49%

35 Mar - 13 18836 8.23% 2.43% 3.78% 19.97% 11.08% 11.13% 21.26% 25.16%

36 Mar - 14 22386 18.85% 4.81% 18.19% 14.88% 12.67% 9.30% 18.80% 25.32%

37 Mar - 15 27957 24.89% 17.12% 9.79% 15.72% 12.16% 11.34% 19.59% 24.42%

Average 24.85% 17.98% 17.26% 17.06% 15.50% 15.12% 21.15% 25.65%

No of instance 36 34 32 27 22 17 12 7

No of instance when returns is positive 24 28 29 26 22 17 12 7

No of instance when returns is negative 12 6 3 1 0 0 0 0

TESTIMONIAL

Red Ribbon Asset Management is proud to have a joint venture with Mehta Fincon. Red Ribbon promotes scalable startups projects that are incubated by investing its own capital in specifically chosen projects that meet their stringent selection criteria for incubation.

Through this JV, we expect to build investor base for our upcoming projects such as Modulex and Eco Hotels. We would be happy to partner with investors from Gujarat in this unique investment opportunity.

They are a wonderful organization and their team is a great to work with. I was very impressed with their professionalism, investor friendly attitude and leadership and their attention towards work has helped us gain the exposure we wanted which was great. These differentiate them from all other advisors.

It’s a pleasure working with them!!!Aditya Kanoria

CEO, Red Ribbon Advisory Services

Save Tax upto Rs.46350/- under Section 80C of the IT Act by investing in

Mutual Fund (ELSS) /Life Insurance.

Wealth Creation along with tax benefit

Why let taxes eat out of your Income?

MEHTA FINCON SERVICES LTDC-208, International Trade Centre,

Majuragate, Ring Road, Surat - 395002, India.

Board: +91 261 667 7777 (100 Lines) : +91 75 74 848 548

E-Mail: info@mehtafincon.com Website: www.mehtafincon.com

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MEHTA FINCON

ANOTHER FEATHER IN OUR CAP...

WE FEEL PROUD TO ANNOUNCE THAT

MEHTA FINCON SERVICES LTD IS NOW A MEMBER OF

ONE MORE STEPPING STONE TOWARDS ROAD TO SUCCESS

Let us look at some of these Companies & Corporates & their investment

1. T.V. Mohandas Pai | Chairman of Manipal Global Education & X Director of Infosys | KAARYAH, faircent.com, Uniken, TaxSutra, onlinetyari.com & many more

2. Anand Mahindra | Chairman & MD of Mahindra Group | Local Circles & Dishco

3. Azim Hashim Premji | Indian business tycoon, investor and philanthropist, who is the chairman of Wipro Limited | Snapdeal, myntra.com & many more

4. Ratan Tata | Chairman of Tata Group | Partnered with Kalaari Capital, Ola, Paytm, Snapdeal, CarDekho & many more

5. Aditya Birla Group | An indian multi national conglomerate company | Bankbazaar, faircent.com, Easypolicy & many more

6. Infosys | IT | WHOOP, partnered with Vertex Ventures & many more

7. Rakesh Jhunjhunwala | Indian investor & Trader | Invested in exfinity fund

MEHTA FINCONTM

STARTUPS

MOST ACTORS JUST ACT. BUT SMART ACTORS HAVE BEEN PUTTING THEIR MONEY IN STARTUPS

Let us look at some of these actors & their investment

1. Salman Khan | yatra.com & Being Human

2. Amitabh Bachhan | justdial.com & Ziddu

3. Ajay Devgan | ticketplease.com

4. Shahrukh Khan | kidzania.com

5. Ranbir Kapoor & Kangana Ranaut | askmebazaar.com

6. Hrithik Roshan | 2 undisclosed/unnamed startups

7. Kunal Kapoor | Ketto

8. Madhuri Dixit Nene | Dance with Madhuri & GoQii

9. Suzanne, Malaika, Bipasha | The Label Corp

10. Shilpa Shetty | grouphomebuyers.com

11. Karishma Kapoor | babyoye.com

12. Shekhar Kapur, AR Rahman | Qyuki

13. Shankar Mahadev | Shankar Mahadevan Academy

14. Juhi Chawla| ubqool.com

15. Mahesh Bhupathi | Sports365

16. Sachin Tendulkar | musafir.com

17. Virat Kohli | Sport Convo & Chisel Fitness

18. Yuvraj Singh | youwecan ventures

STARTUPS ATTRACT INVESTMENTS FROM TOP COMPANIES, WEALTHY CORPORATES

MEHTA INSURANCE BROKERS PVT LTDB-305, International Trade Centre,

Majuragate, Ring Road, Surat - 395002, India.

Board: +91 261 401 4777 : +91 75 74 848 548

E-Mail: info@mehtainsurance.in Website: www.mehtainsurance.in

Insurance is a subject matter of solicitation. This image is only for education & awareness purpose.

ISSUE 23 | MARCH 2016

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MEHTA INSURANCE

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Ashokbhai Tanawala | Diamond Merchant

Shaunak Thakar | SMC

I am associated with Mehta group since more than 2 years. While taking health insurance they suggested me to increase sum insured considering my profile and income. It worked as I got my whole claim approved cashless for hospitalization due to severe heart attack. The way Mr.Rahul Patel from claims department of Mehta Insurance took care of my family during my hospitalization in completing the claim procedure has been remarkable. I trust the management as I am sure I am in good hands. I feel delighted to have advisor like them. I would definitely refer Mehta group to everyone.

I met with an accident on 28th Aug 2015 after which I informed claim department of Mehta Insurance & Mr Rahul Patel immediately assisted me & intimated the Insurance company about the same. My left shoulder was badly injured and doctor advised operation on high priority. During my operation claim team kept updating the insurance company and also took feedback regarding my health. Doctor suggested me to take total bed rest for almost 3 months for which I had to compromise on my salary. As I had personal accident policy I was aware that my salary loss would be compensated. I was off the service for 86 days for which I received compensation of Rs. 122800/- as salary loss & Rs.95319/- as hospitalization expenses. I would strongly suggest all my friends to take Personal Accident policy & that too from Mehta Insurance as they are the best during such uncertain event.

Sanjay Ramanlal Shah | Senior Manager, Venus Jewels

I took my health insurance on the recommendation of Mehta Insurance. Recommending a policy is very easy but servicing is very important in Insurance field & that’s where I saw that they are much better than other advisors. My experience with them regarding claim settlement was amazing during my son’s claim. Their team had put all their efforts to get the claim settled at the earliest. Special thanks to Rahul Patel for his personalized service. I would give Mehta Insurance a 5 Star rating.

We understand how important is for you & your family to have your claims settled the quick & hassle-free way. A claim settlement ratio of 100% is a testimony of our commitment to deliver prompt claims service to you.

Our Claim Settlement ratio of reflects our assurance100%