| • July '98 |
: Recommended to invest in Debt Funds.
- Next 4 years investors minted money during the debt rally. |
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| • May '99 |
: Recommended to exit Infotech Sector. Aurum had an article 'Infotech Bomb'.
- After 7 months, Infotechs crashed. |
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| • August '99 |
: Published a 'Red List' of company fixed deposits which should be avoided.
- BusinessWorld appreciated our advice in their magazine. |
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| • June '01 |
: Educated investors on all aspects of Mutual Funds, even the then unpopular ones like FMPs. |
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|
| • July '02 |
: Dared to promote Equity Mutual Funds when sentiments were very bad at below 3000 levels. |
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| • November '02 |
: We initiated promoting of non-popular LIC products, which in no time became highly popular and had to be withdrawn due to the high assured returns offered e.g. Double Endowment, Bal Vidya, Bima Nivesh. |
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|
| • April '03 |
: At 2900 levels, we advocated improving fundamentals and attractive valuations. |
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|
| • January '04 |
: Recommended to switch from Equity to Debt funds.
- Sensex fell from 6000 levels to 4500 levels over the next 6 months. |
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| • July '04 |
: Recommended to focus back on Equity Funds at 4800 levels. |
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| • July '05 |
: At 7200 levels, we predicted much higher levels. |
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| • November '05 |
: 'Be a Crorepati' concept of Equity SIP initiated by us.
- Value Research had an article on the same lines in their July '06 issue. |
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| • May '06 |
: Cautioned investors at 12000 levels. |
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| • June '06 |
: Stepped up our communication with investors and encouraged them to invest in Equity Funds at very low levels of 9000 to 10000. |
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|
| • December '06 |
: Between 13850 to 14500 levels, we recommended to quit 100% from Equity Funds. |
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| • March '07 |
: Strongly recommended to invest in Equity Mutual Funds at 12500 levels |
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| • July '07 |
: Switched investors' funds from equity to debt at peak level of 15700 - 15800 between 23 - 26 July '07. And markets started falling from 27th July. |
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| • August '07 |
: Switched Back from Debt to Equity at below 15000 levels. |
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| • Oct - Dec '07 |
: Consistently recommended strongly to switch from Equity to Debt between 18000 - 21000 levels. |
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| • Feb - Sept '08 |
: Switched investors back from Debt to Equity and encouraged them to keep accumulating low.. |
