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From: SUNIL KHUNTETA
Date: Wednesday, March 2, 2005
Time: 12:40:50 am

Dear All Investor

We are Introduce as a service provider of financial protection and wealth m=
anagement products and services, including individual life insurance, Long-=
term care Insurance, group life and health Insurance Pension products, annu=
ities from HDFC Standard Life Insurance co., and Mutual funds, IPO, Tax-Sav=
ing Bonds-IDBI Tax saving, ICICI-Tax saving, REC-Bonds, Post office saving =
scheme e.g. NSC, KVP, PPF, FIXED DEPOSIT, RD, to individual and group custo=
mers in India. We are also offers re-insurance services, and provides inve=
stment management services with respect to the company=92s general fund, as=
sets, segregated fund, and mutual fund, and to institutional customers=85

HDFC Standarad Life Insurance Co. offer pragmatic, world-class Insurance so=
lutions. Put simply, solutions with a lot of common sense. Solutions that t=
ake care of your four basic financial needs - Earning, Saving, Investing an=
d Spending. So you live your life to the fullest, sans worries.

Our Investment Consultancy Practice has a client-focused approach to review=
ing investment strategy and monitoring performance for both defined benefit=
and defined contribution schemes. It produces practical and understandable=
solutions which are technically sound and presented enthusiastically to th=
e understanding of pension fund trustees and sponsoring companies.
=D8 SEBI has extended the last date for obtaining Unique Identificat=
ion Number (UIN) for individual investors from March 31, 2005 to December 3=
1, 2005. UIN would be mandatory from January 1, 2006 for individual investo=
rs for a single transaction of Rs.1 lac and above in the capital market and=
mutual funds.
=20
=D8 JM Equity & Derivative Fund has mopped up close to Rs.800 crores =
in its IPO period.
Presently following IPO are open:
IPO Details
Mutual Fund Scheme Details IPO Open Date IPO Close Date Indicative Yiel=
d as given by Fund House
Principal Mutual Fund Quarterly Fixed Maturity Plan Feb 25, 2005 Feb 25, 20=
05 5.45%-5.50%
Standard Chartered MF 90 Days Fixed Maturity Plan Feb 25, 2005 Feb 28, 2005=
5.40%
Prudential ICICI MF Pru ICICI Quarterly FMP Mar 01, 2005 Mar 01, 2005 5.45%
ING Vysya Mutual Fund 14 Months Fixed Maturity Plan Feb 28, 2005 Mar 03, 20=
05 6.25%
Reliance Mutual Fund Reliance Equity Opportunities Fund Feb 14, 2005 Mar 07=
, 2005=09=20
UTI Mutual Fund Yearly Fixed Maturity Plan Feb 16, 2005 Mar 09, 2005 6.10%-=
6.15%
Tata Mutual Fund Tata Service Industries Fund Feb 09, 2005 Mar 10, 2005=09=
=20
SBI Mutual Fund Magnum Mid-Cap Fund Feb 21, 2005 Mar 17, 2005=09=20
HDFC Mutual Fund HDFC Premier Multi Cap Fund Feb 28, 2005 Mar 21, 2005=09=
=20

=20




Mutual Funds
=D8 Franklin Templeton Mutual Fund=92s Flexi Cap Fund has garnered ov=
er Rs. 1950 crores through over 2 lacs applications.
=20
=D8 Kotak Mutual Fund has included an addendum in the Offer Document =
of its Kotak Gilt Investment Plan to allow unit holders under its PF Plan t=
o Put or to switch-out units from the plan on any working day of the month.
=20
=D8 Kotak Mutual Fund has included an additional Official Acceptance P=
oint for accepting transaction requests at Bangalore.=20


On the basis of analysis of the portfolios and the performance of the schem=
es over the past, we recommend the following Diversified Equity Schemes wit=
h an investment horizon of more than a year:
=20
1. Birla Advantage Fund
2. Birla Dividend Yield Plus
(Investors may consider splitting investments among the above two schemes s=
ince Birla Advantage Fund is more aggressive than Birla Dividend Yield Plus=
and the combination of two would be optimum in thelong run)
3. DSP ML Opportunities Fund

4. Franklin India Prima Fund
5. HDFC Top 200 Growth
6. HDFC Capital Builder Fund
7. HSBC Equity Fund Growth
8. Kotak 30 Growth
9. Principal Growth Fund=20
10.Principal Resurgent India Fund (The scheme had 43% cash in their=20
portfolio as on November 30, 2004. Conservative investors may
consider allocating investments among this scheme and Principal
Growth Fund)
11.Reliance Growth
12.Tata Equity Opportunities Fund
13.UTI Master Value Fund
=20
Please feel free to revert back to us in case you need any further clarific=
ations.
=20
Thanks & Regards,


Yours truly,



[Sunil Khunteta]


--=20
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Messages In This Thread:

  • Hi by SUNIL KHUNTETA on Mar 2, 2005 at 12:36:00 am
  • Hi by SUNIL KHUNTETA on Mar 2, 2005 at 12:40:50 am
  • Hi by SUNIL KHUNTETA on Mar 2, 2005 at 12:41:28 am
  • Hi by SUNIL KHUNTETA on Mar 2, 2005 at 12:42:07 am
  • Hi by SUNIL KHUNTETA on Mar 2, 2005 at 12:42:22 am


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