5 benefits of investing in mutual funds

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#5 Benefits of Mutual Funds

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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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Page 1: 5 BENEFITS OF INVESTING IN MUTUAL FUNDS

#5Benefits of Mutual

Funds

Page 2: 5 BENEFITS OF INVESTING IN 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.

Page 3: 5 BENEFITS OF INVESTING IN MUTUAL FUNDS

# 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

Page 4: 5 BENEFITS OF INVESTING IN MUTUAL FUNDS

# 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

Page 5: 5 BENEFITS OF INVESTING IN MUTUAL FUNDS

Plan your Life Financial Goals

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Page 6: 5 BENEFITS OF INVESTING IN MUTUAL FUNDS

# 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.

Page 7: 5 BENEFITS OF INVESTING IN MUTUAL FUNDS

# 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

Page 8: 5 BENEFITS OF INVESTING IN MUTUAL FUNDS

# 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

Page 9: 5 BENEFITS OF INVESTING IN MUTUAL FUNDS

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Page 10: 5 BENEFITS OF INVESTING IN MUTUAL FUNDS

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

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Page 11: 5 BENEFITS OF INVESTING IN MUTUAL FUNDS

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Page 12: 5 BENEFITS OF INVESTING IN MUTUAL FUNDS

Why AdviseSure

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Paperless Process

Multiproduct

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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

Page 13: 5 BENEFITS OF INVESTING IN MUTUAL FUNDS

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