Stages of Investment

1. You are Familiarized

•Risk Profile

•Suitability

•Funds Available

2. You have Invested

•Your existing Portfolio

3. We will Monitor/Review

•Change in market condition

•Performance +/ -

4. Our recommended Action

•Book Profit

•Additional Purchase

•Switch

•Exit

Steps usually Undertaken by Investors

Steps usually IGNORED by Investors

Introduction

Mutual Fund (MF) Portfolio:

� Are you Happy with your MF Portfolio Returns?

� Is your existing MF Portfolio is aligned with your needs/goals?

� Is your existing MF Portfolio yielding market-superior returns?

� Are you regularly getting to review your MF Portfolio?

If ‘NOT’, we can help!!!!!!

Why Review your MF Portfolio?

Reviewing Portfolio helps to take Informed Decison:

� Because schemes change their stock holdings regularly

� Because markets are dynamic and volatile

� Because your needs change with time

� Because goals / objectives need to be reset as income increases

“Review” does not necessarily mean “churning” the portfolio

How can we help?

Competitive advantage with ACMIIL:

� Scientific methodology of analysis by specialist.

� Deeper understanding of market trends, company performances, sector performances

� Constant dialogue with the fund managers.

� Unbiased, best of breed selection criteria as per clients need

Share your Portfolio to get a better insight of your investment

Sample reports that you can avail from us

Detailed scheme-wise record of all investments on a cumulative basis

Sample reports that you can avail from us

Ideal for:- Clients who

also have

DIRECT EQUITY

exposure in

addition to MF’s

- Helps access

stock wise risk

of exposure

to take Buy/Sell

decisions

Sample reports that you can avail from us

Ideal for:Accessing which

sectors may need

additional or lesser

exposure by the

Investor through

DIRECT EQUITY or

SECTORAL funds,

given the market

expectations