DIY Fund Management with Fundzpark Be your “Simpler, Scientific, Smarter Investments …..

own” fund manager

• Differentiate & Prioritize Needs & Wants• Set Financial Goals- e.g. buying a house, car, bike, higher

education, marriage expenses, clear old family loans • Manage Expense - set budgets to save first before spending• Acquire Financial Knowledge - upgrade your skills

continuously• Evaluate Investment Options - explore alternative avenues• Review Personal Finance - every 6 months check the health of

your investment portfolio

Steps for your “own” Fund Management

Types of Investment Horizon

• Short term - less than 1 year of investment horizon• Medium term- 1 year to 3 years of investment horizon• Long term - 4 years and longer investment horizon

Types of Financial Goals

Short-Term Medium-Term Long Term

Clear educational loan Higher Education Build Wealth

High End bike/Car Young Sibling's educationInvest in Gated Community plots

Health Insurance Overseas Holiday Emergency Fund Marriage

Purchase of House

How to do Financial Planning to achieve the Goal(Example..)

Goal Higher EducationAmount Needed (in Lakhs) 50Time 5Loan amount 50%Own Fund required (in lakhs) 25 Annual Return 9%Amount to be saved per month for 60 months Rs. 33,145.89

How Fundzpark will Help You…

• Our ROBO advisory service provided through Advanced Machine Language and Artificial Intelligence will share dispassionate advice.

• We will provide objective study and best recommendations• We will provide wider asset class to ensure diversification• We will educate you at each step to ensure you make the best

choice• We will guide you in savings for a an emotional goal• We will provide a tracking tool which will helps in reaching the

set goal• We will provide Real time portfolio performance review

How- to- Do Personal Finance Review with Fundzpark ?

• Upload “goal-wise” investments onto your Fundzpark page • Review performance to check its in sync with the set Goal

(For any shortfalls, re-balancing/ extra investment will be suggested)

• Automated alerts will ensure that gaps are plugged at the right time

• Your financial portfolio will require real time monitoring like the human body’s health checkup

• Despite of the volatility of the global markets, our review will ensure that you are never caught off guard.

Thank you… Team Fundzpark Visit : Fundzpark.com