SYNOPSIS

Saturday, November 07, 2015

All you need to know about Gold Monitisation Scheme and Gold Sovereign Bond Scheme


A- GOLD MONITISATION SCHEME

About-  Banks will collect gold for up to 15 years to auction them off or lend to jewellers from time to time. They will pay 2.25-2.50 per cent interest a year, higher than previous rates of around 1 per cent.

Period Involved-  The designated banks will accept gold deposits under the Short Term (1-3 years) Bank Deposit as well as Medium (5-7 years) and Long (12-15 years) Term Government Deposit Schemes.
Procedure-        

1.       It is important to check your gold's purity and thankfully that can now be done through Collection and Purity Testing Centres. You can take your gold in any form to these centres and they will assess the gold in front of you and provide you with a certificate on purity and gold content, once you decide to deposit the gold in one of the deposit schemes.

2.       The designated banks may sell or lend the gold accepted under the short-term bank deposit to MMTC for minting India Gold Coins and to jewellers, or sell it to other designated banks participating in the scheme.

3.       Investors will have to disclose their PAN, registered with the income tax department, if the value of gold is worth more than Rs. 50,000. Some people fear it is a way for the government to keep a tab on the source.

4.       People can deposit a minimum 30 grams of raw gold - bars, coins, jewellery excluding stones and other metals. There is no maximum limit for deposits under the scheme.
Benefits

1.       The gold monetisation scheme earns interest for your gold jewellery lying in your locker. Broken jewellery or jewellery that you don't want to wear can earn interest for you in gold.
2.       Your gold will be securely maintained by the bank. 
3.       Redemption is possible in physical gold or rupees hence giving your gold purchase further earning opportunity.
4.       Earnings are exempt from capital gains tax, wealth tax and income tax. There will be no capital gains tax on the appreciation in the value of gold deposited, or on the interest you make from it.
Doubts on success

1.       Industry experts and bankers say many prospective depositors may not take up the monetization scheme due to concerns that the tax department could question the source of gold.

2.       Another concern is the likely loss of 20-30 per cent of the weight of jewellery as it is melted at certified centres at the cost of the depositor. Also, say experts, some people may find conventional bank deposit rates of 8 per cent more attractive.

3.       Most Indians look at gold linked to tradition and customs, rather than as a mere investment asset. Parting with their gold ornaments, even the idle ones, is a last resort for her. It would be unwise to expect households to actively participate in any schemes that involve ‘melting’ the long-preserved jewellery. The past record of the gold deposit schemes that have so far received lukewarm response is a proof for this. For instance, SBI’s gold scheme, though in existence for several years, hasn’t taken off well as the bank has managed to mobilise only about 8 tonnes so far.


B- GOLD SOVEREIGN BOND SCHEME
About- The Government of India has launched the Sovereign Gold Bonds Scheme. As investors will get returns that are linked to gold price, the scheme is expected to offer the same benefits as physical gold. They can be used as collateral for loans and can be sold or traded on stock exchanges. Additionally it offers 2.75 per cent interest to domestic investors to cut physical buying. Interest on gold bonds will be payable every six months.
Sovereign Gold Bonds will be issued on payment of rupees and denominated in grams of gold. Minimum investment in the bond shall be 2 grams. The bonds can be bought by Indian residents or entities and is capped at 500 grams.

Investors can apply for the bonds through scheduled commercial banks and designated post offices. NBFCs, National Saving Certificate (NSC) agents and others, can act as agents. They would be authorised to collect the application form and submit in banks and post offices.
On maturity, the redemption proceeds will be equivalent to the prevailing market value of grams of gold originally invested in Indian Rupees . The redemption price will be based on simple average of previous week’s (Monday-Friday) price of closing gold price for 999 purity published by the IBJA. Both interest and redemption proceeds will be credited to the bank account furnished by the customer at the time of buying the bond.

Benefits:

1.       The Sovereign Gold Bonds will be available both in demat and paper form.

2.       The tenor of the bond is for a minimum of 8 years with option to exit in 5th, 6th and 7th years.

3.       They will carry sovereign guarantee both on the capital invested and the interest.

4.       Bonds can be used as collateral for loans.

5.       Bonds would be allowed to be traded on exchanges to allow early exits for investors who may so desire.

6.       The risks and costs of storage are eliminated.

7.       In Sovereign Gold Bonds, capital gains tax treatment will be the same as for physical gold for an 'individual' investor. The department of revenue has said that they will consider indexation benefit if bond is transferred before maturity and complete capital gains tax exemption at the time of redemption.

8.       Investors are assured of the market value of gold at the time of maturity and periodical interest.

9.       SGB is free from issues like making charges and purity in the case of gold in jewellery form.

10.   The bonds are held in the books of the RBI or in demat form eliminating risk of loss of scrip etc.


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