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Why Invest ?

Children’s education / marriage Medical Emergency Retirement Aspirational goals – House , Foreign Holiday Other Obligations

Investment option in India

Gold / silver Real Estate Share Mkt Mutual fund FD / PPF etc.

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Performance of various asset classes

Cumulative annualized returns of different asset classes .

Equity – C

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Invest for long term

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Systematic Investment, An example

Rahul & Viru are two friends. Rahul decides to invest using SIP

whereas Viru decides to make lump sum investment.

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Systematic investing , An example

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Systematic Investing, An example

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Three common reasons for not investing

I don’t have enough money to invest I am too busy making money to worry about managing

it I don’t have the time or expertise to follow the market

movements and make investments at the right time.

SYSTEMATIC INVESTMENT PLAN

is the only answer to all reasons.

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Investment made easy – SIP

SIP is an investment program that allows you to contribute a fixed amount (as low as Rs.1000 )in mutual funds at regular intervals.

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How to make Sip work for you ?

Set your financial goals Identify the schemeDecide the SIP amountLook for a long term commitmentAim for the big pictureStart investing.

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Thank You

Mantra

Next Month saving / investment more then previous month

Lets take an example.

If in Jan month invested 1000/-

Then feb month it could be 1100/- or more then that

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Follow this you will be a rich person Follow this you will be a rich person very soon very soon