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#5

Benefits of 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.

# 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

# 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

Plan your Life Financial Goals

FREE
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# 3 Reason
Liquidity
Open ended Mutual funds are highly liquid instruments. One can get money in 48
redeeming or selling of Mutual funds

Shares/Gold

Highly Liquid.

Debt / Equity Mutual Funds- Open

Highly Liquid

Bank Fixed Deposit

Highly Liquid

Saving / Current Bank Account

Equal to cash

Corporate Fixed Deposit

Moderate Liquid

Property

Illiquid

hours of

# 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

# 5 Choice of
Philosophies
Multiple Options of schemes to choose, as per individuals objective

Diversified Equity Funds

For Consistent Returns and Lower to medium Risk

Sectoral Equity Funds

For Higher returns with medium to higher risk

Tax Saving Equity Funds

For Saving tax u/s 80C of Income tax Act with better returns of Equity

Debt/ Income Fund

For Better than FD returns and less risk than of Equity Mutual funds

Balanced Funds

For Mix of Equity and Bond Portfolio

Liquid Funds

For investing short term money from 1 day to 6 months

Our Offer

Advisory Fees Rs. 365 Per Annum

Customized , unbiased Wealth Management


Customized advise only for you
Regular Review and Rebalancing
Unlimited Long Term Investment Advise
Tax efficient portfolio design
No Minimum investment
Substantial Savings in Commission
( Optional)

@Rs. 1 per day

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Our Approach

Right Portfolio

Buy/ Sell

Regular
Monitoring

Risk Profiling

Financial Goals

Knowing-

Knowing-

Risk Capacity- How much


Risk you can afford to take

All Financial Goals of the


life

Investment Products right


as per risk profile

With least Brokerage &


Commission

Risk Attitude- How much


Risk you want to take

The Inflation adjusted


amount required to meet
them

Portfolio
efficient

With Nil hidden costs

which

is

tax

Know Best 5 shares


for your Risk
Profile

Of
Portfolio
Markets

and

Rebalance Investments
when required

Start Now

Financial Management @ Rs 1 per day

Wealth Creation
Advice

Monthly Savings
Advice

Tax Saving
Investments

In case you want to invest


Lump Sum

In case you want to invest On


Monthly basis

In case you want to Make Tax


Saving Investments

Portfolio Restructuring
Advice

Goal Planning

Online
Transaction

If you want to Restructure


your portfolio

In case you want to Plan your


Financial Goals

In case you want to Buy and


Sell any product

Why AdviseSure

Simple & Easy

Our Simple and easy Personal Finance Tools & self-help process, ensures that you take Better

Paperless Process

Invest and Manage Online , on a Single Click. No need to Fill boring Physical forms and storing

control of your entire Finance in 7 Minutes , to your satisfaction.

statements. Manage Your Finance with easy and simple back office..

Multiproduct

We advice on almost all Financial Products except banking accounts. You can transact in all products
through us. Our technology will ensure superior Experience

Cost Effective

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.

Online Access

You can manage your account from anywhere through multiple support points

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