secure investment in mutual funds

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SECURE INVESTMENT IN MUTUAL FUNDS Elite Wealth Advisors Limited S-8, DDA Shopping Complex, Mayur Vihar Phase-1, Delhi-91 Call Us @ 9650901058/011-40000919 http://www.elitewealth.in

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Invest in Indian Mutual Funds with Elite Wealth Advisors Limited. Elite Wealth provides information about the best performing mutual funds , mutual fund navs and guides you in selecting the right mutual fund schemes based on your financial objectives.

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Page 1: Secure investment in Mutual Funds

http://www.elitewealth.in

SECURE INVESTMENT IN MUTUAL FUNDS

Elite Wealth Advisors Limited

S-8, DDA Shopping Complex,

Mayur Vihar Phase-1, Delhi-91

Call Us @ 9650901058/011-40000919

Page 2: Secure investment in Mutual Funds

http://www.elitewealth.in

MUTUAL FUND A mutual fund is a common pool of money into

which investors place their contributions that are to be invested in different types of securities in accordance with the stated objective.

An equity fund would buy equity assets – ordinary shares, preference shares, warrants etc.

A bond fund would buy debt instruments such as debenture bonds, or government securities/money market securities.

A balanced fund will have a mix of equity assets and debt instruments.

Mutual Fund shareholder or a unit holder is a part owner of the fund’s asset.

Page 3: Secure investment in Mutual Funds

http://www.elitewealth.in

MYTHS ABOUT MUTUAL FUNDS Mutual Funds invest only in shares. Mutual Funds are prone to very high

risks/actively traded. Mutual Funds are very new in the

financial market. Mutual Funds are not reliable and people

rarely invest in them. The good thing about Mutual Funds is

that you don’t have to pay attention to them.

Page 4: Secure investment in Mutual Funds

http://www.elitewealth.in

MUTUAL FUND PROCESS

Page 5: Secure investment in Mutual Funds

http://www.elitewealth.in

BENEFITS OF INVESTMENT IN MF’S Professional management. It is a continuous process that takes

time and expertise which will add value to your investment. Fund managers are in a better position to manage your investments and get higher returns.

Diversification. The cliché, "don't put all your eggs in one basket" really applies to the concept of intelligent investing. Diversification lowers your risk of loss by spreading your money across various industries and geographic regions.

More choice. Mutual funds offer a variety of schemes that will suit your needs over a lifetime. When you enter a new stage in your life, all you need to do is sit down with your financial advisor who will help you to rearrange your portfolio to suit your altered lifestyle.

Affordability. The smallest investor can get started on mutual funds because of the minimal investment requirements. You can invest with a minimum of Rs.500 in a Systematic Investment Plan on a regular basis.

Page 6: Secure investment in Mutual Funds

http://www.elitewealth.in

BENEFITS OF INVESTMENT IN MF’S Tax benefits. Investments held by investors for a period of 12

months or more qualify for capital gains and will be taxed accordingly. These investments also get the benefit of indexation.

Liquidity. With open-end funds, you can redeem all or part of your investment any time you wish and receive the current value of the shares. Funds are more liquid than most investments in shares, deposits and bonds.

Transparency. The performance of a mutual fund is reviewed by various publications and rating agencies, making it easy for investors to compare fund to another. As a unit holder, you are provided with regular updates.

Regulations. All mutual funds are required to register with SEBI (Securities Exchange Board of India). They are obliged to follow strict regulations designed to protect investors. All operations are also regularly monitored by the SEBI.

Page 7: Secure investment in Mutual Funds

http://www.elitewealth.in

YOUR INVESTMENT CARD

Page 8: Secure investment in Mutual Funds

http://www.elitewealth.in

TOP MUTUAL FUNDS IN INDIA

Page 9: Secure investment in Mutual Funds

http://www.elitewealth.in

FOR ANY QUERY/SUGGESTION,

9650901058011-40000919

[email protected]

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