Planning to Buy or Gift Gold Let’s choose to do it the right way

1
Planning to
BUY OR GIFT GOLD?
Lets choose to do it the right way!!!
2
Is gold worth buying today? How do I maximize my
returns on gold investments?
Lets dig a little deeper to find out A 10
holding in gold provides adequate portfolio
diversification as gold tends to behave
differently than stock movement. The various
investment options in gold majorly include
physical gold, exchange- traded funds (ETFs),
gold mutual fund sovereign gold bonds. Each
one has its own merits and demerits hence an
informed decision is essential.
3
Lets understand each one of them

• 1) Physical Gold
• Jewellery, coins or biscuits are generally bought
  on occasions and have religious values
• Confidentiality can be maintained as it is
  usually bought through a jeweller or banker.
• Maintain proof of purchase (e.g. invoice) for
  taxation or resale purpose.
• 2) Exchange-Traded Funds (ETFs)
• Its a combination of investment in physical gold
  stock.
• A Demat account is mandatory.
• Physical Gold Bullion of an equivalent amount of
  investment made is kept with the custodian (e.g.
  bank) in the name of the investor.
• The custodian is responsible for the protection
  of bullion hence the risk of theft is mitigated.

4

• 3) Gold Mutual Funds
• It is a variant of exchange-traded fund, whereby
  the underlying asset is exchange-traded fund
  instead of physical bullion.
• Like exchange-traded funds, these are pooled
  investments managed by mutual fund AMC.
• The portfolio of these mutual funds mainly consist
  s of exchange-traded funds other related
  assets.
• 4) Sovereign Gold Bonds (SGBs)
• Intending to curb physical gold transactions, RBI
  has released sovereign gold bonds.
• They are issued at various intervals as per RBIs
  schedule.

5
Lets score them on relevant factors

1. Purity
2. Risk
3. Redemption Value
4. Additional Return
5. Additional Cost
6. Liquidity

1. Collateral
2. Lock-in Tenure
3. Minimum investment
4. Maximum Investment
5. Re-investment SIP option
6. Taxation

6
(No Transcript)
7
If the investing goal is long-term, one should
lean towards sovereign gold bonds, and the ones
intending for short-term investments or
accumulating gold at different intervals may opt
for exchange-traded funds or mutual funds.

• For the Financial Year 2021-22 RBI has lined up
  six series of sovereign gold bonds from May 2021
  to September 2021, .

8
here are the Subscription dates of the first set
of sovereign gold bonds launched this year

• Series I May 17 May 21, 2021
• Series II May 24 May 28, 2021
• Series III May 31 June 04, 2021
• Series IV June 12 June 16, 2021
• Series V August 09 August 13, 2021
• Series VI August 30 September 03, 2021
• Ramp up your investment in gold and make the most
  of the incentives

9
Contact now
Click the logo to visit the website
Phone [phone]
Email connect_at_promore.in