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Why one should invest in Mutual funds? What are benefits of investing in mutual funds?5 reasons for investing in mutual funds Fund management, Expert management,Risk control,High liquidity,\n - PowerPoint PPT Presentation
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#5Benefits of Mutual
Funds
What is Mutual Fund
What is Mutual fund? Mutual Fund is common pool of money from various investors.
Where is money invested? Money is invested in Shares, Bonds, Fixed Deposits etc as per Mandate of Investors .
Who Manages the money? Professionally expert Fund manager , manages the total pool of money.
Who takes the return? All returns on the investments are shared with the investors after deducting all charges like Salaries, brokerages etc.
# 1 Expert Managing
Money
Do you have time and Knowledge?
If reply is no! Then you Should invest in Mutual funds
Expert , Professionally trained, Independent Fund Manager Manages your money
# 2 Risk Control
Mutual fund is best way to control risk
1. Diversification-One invests in multiple scrip's , even with Rs 1000 Investments.
2. Swift Action- Fund Manager takes action at right time whenever there is risk in the markets
Plan your Life Financial Goals
FREE
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# 3 ReasonLiquidity
Open ended Mutual funds are highly liquid instruments. One can get money in 48 hours of redeeming or selling of Mutual funds
Bank Fixed Deposit
Saving / Current Bank Account
Corporate Fixed Deposit
Highly Liquid
Property
Equal to cash
Moderate Liquid
Illiquid
Debt / Equity Mutual Funds- Open
Highly Liquid
Shares/Gold Highly Liquid.
# 4 Stress Free Investing
Mutual fund is stress Free as-
No need to put time to study markets and invest
Expert Fund Manager is regularly monitoring the investment in volatile times
You can paperless transaction
# 5 Choice of Philosophies
Multiple Options of schemes to choose, as per individual’s objective
Tax Saving Equity Funds
Debt/ Income Fund
Balanced Funds
Liquid Funds
Sectoral Equity Funds
Diversified Equity Funds For Consistent Returns and Lower to medium Risk
For Higher returns with medium to higher risk
For Saving tax u/s 80C of Income tax Act with better returns of Equity
For Better than FD returns and less risk than of Equity Mutual funds
For Mix of Equity and Bond Portfolio
For investing short term money – from 1 day to 6 months
Advisory Fees Rs. 365 Per Annum
Customized advise only for you
Unlimited Long Term Investment Advise
Tax efficient portfolio design
No Minimum investment
Regular Review and Rebalancing
Substantial Savings in Commission ( Optional)
Customized , unbiased Wealth Management
@Rs. 1 per day
Our Offer
Start Now
Our Approach
Risk ProfilingKnowing-
Risk Capacity- How much Risk you can afford to take
Risk Attitude- How much Risk you want to take
Financial GoalsKnowing-
All Financial Goals of the life
The Inflation adjusted amount required to meet them
Right Portfolio
Investment Products right as per risk profile
Portfolio which is tax efficient
Buy/ Sell
With least Brokerage & Commission
With Nil hidden costs
Regular Monitoring
Of Portfolio and Markets
Rebalance Investments when required
1 2 3 4 5
Know Best 5 shares for your Risk
ProfileStart Now
Financial Management @ Rs 1 per day
Wealth Creation Advice
Monthly Savings Advice
Tax Saving Investments
Portfolio Restructuring Advice
Goal Planning Online Transaction
In case you want to invest Lump Sum
In case you want to invest On Monthly basis
In case you want to Make Tax Saving Investments
In case you want to Buy and Sell any product
In case you want to Plan your Financial Goals
If you want to Restructure your portfolio
Why AdviseSure
Simple & Easy
Paperless Process
Multiproduct
Cost Effective
Online Access
Our Simple and easy Personal Finance Tools & self-help process, ensures that you take Better control of your entire Finance in 7 Minutes , to your satisfaction.
Invest and Manage Online , on a Single Click. No need to Fill boring Physical forms and storing statements. Manage Your Finance with easy and simple back office..
We don't Push Products to our Customers Like Agents or Brokers, for commissions or brokerages. You can continue buying and selling with your current Broker or Agent. However you can also transact through us at substantial low Cost.
You can manage your account from anywhere through multiple support points
We advice on almost all Financial Products except banking accounts. You can transact in all products through us. Our technology will ensure superior Experience
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