#3 Steps to Wealth CreationSteps to Wealth Creation

#3

I face these challenges

Lack of Knowledge

Market is too volatile

Too Many Products

Less Time to react to news

Hidden Charges

Too much Information

So What Should I do ?

# 1 Step

Start Early

Check for yourself – Lets take an example of Mr Gaurav. Check , How much wealth ,would he create in case he starts investing at different Age points for his retirement fund

Let us assume -• Monthly Investment of Rs 5,000• Retirement Age - 60 years

If Mr. Gaurav starts investing at the age of 25, he can save for the next 35 years for his retirement and save a corpus of 1 crore 15 lac (115 lac) if his investments give a returns of 8% per annum

Expected Returns 8% 10% 12%

Starting Age

( Investment till Age

60)

25 Years 115 Lac Rs. 191 Lac Rs. 324 Lac Rs.

30 Years 70 Lac Rs. 113 Lac Rs. 176 Lac Rs.

35 Years 47 Lac Rs. 66 Lac Rs. 94 Lac Rs.

40 Years 29 Lac Rs. 38 Lac Rs. 49 Lac Rs.

# 2 Step

Have ‘Equity’ in Portfolio

Equities always give BestReturn in the long run.

Sensex has delivered 11.9%CAGR return* in past 5 year

9.0%

-10.4%

7.8%

18.7%

24.6%27.4%

32.5%

4.8%

-10.1%

-3.7%

6.0%

9.5%8.5% 9.0% 8.5%9.5%

8.6%8.8% 8.7% 8.7%

-15.0%

-10.0%

-5.0%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

Mar-11 Mar-12 Mar-13 Mar-14 Mar-15

Last 5 Year Returns

Sensex Gold FD PPF

* Return as on 26 June 2015. Source AdviseSure Research

# 3 Step

Don’t Time the Market

It is not always possible to time the market.

Rs 100 monthly SIP invested in PRU

ICICI growth Fund becomes Rs 24,000 in 7 years time against

Sensex returns of Rs. 14,000

Rs 24,209

Rs 14,373

Rs 8,400

-

5,000

10,000

15,000

20,000

25,000

30,000

Apr-08 Apr-09 Apr-10 Apr-11 Apr-12 Apr-13 Apr-14

Inve

stm

ent

Val

ue

(in

Rs.

)

ICICI Pru growth Sensex Amount invested

Monthly SIP of Rs.100

Source: AdviseSure Research* Return as on 26 June 2015. Source AdviseSure Research

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