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Benefits of Mutual
Funds
What is
Mutual Fund
What is Mutual fund?
Mutual Fund is common pool of money from various investors.
# 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
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.
Highly Liquid
Highly Liquid
Equal to cash
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
# 5 Choice of
Philosophies
Multiple Options of schemes to choose, as per individuals objective
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
Balanced Funds
Liquid Funds
Our Offer
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Our Approach
Right Portfolio
Buy/ Sell
Regular
Monitoring
Risk Profiling
Financial Goals
Knowing-
Knowing-
Portfolio
efficient
which
is
tax
Of
Portfolio
Markets
and
Rebalance Investments
when required
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Wealth Creation
Advice
Monthly Savings
Advice
Tax Saving
Investments
Portfolio Restructuring
Advice
Goal Planning
Online
Transaction
Why AdviseSure
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
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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