1 / 11

3 STEPS TO FINANCIAL FREEDOM THIS 15TH AUGUST

How to maximise returns on investments in shares and mutual funds.3 secrets of creating long term wealth with financial prudence!<br>

Advisesure
Download Presentation

3 STEPS TO FINANCIAL FREEDOM THIS 15TH AUGUST

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. #3 Steps to Independence This 15thAugust

  2. Freedom from…… Market is too volatile Don’t have time for Finance Frustrated with loss in shares Taking unnecessary risk My Agent pushes me Insurance Too much Information

  3. # 1 Step Start Early Check , How much wealth , You can create in case You start investing at different Age points. Let us assume - • Monthly Investment of Rs 5,000 • Retirement Age - 60 years Starting Age 8% Return 10% Return 12% Return 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. Investment till 60 years age

  4. # 2 Step Have ‘Equity’ in Portfolio Last 5 Year Returns 35.0% 32.5% 30.0% 27.4% 24.6% give Best 25.0% Equities Return Sensex has delivered 11.9% CAGR return* in past 5 year always 18.7% 20.0% in the long run. 15.0% 8.6% 9.5% 8.7% 8.7% 8.8% 9.5% 8.5% 8.5% 9.0% 9.0% 7.8% 10.0% 6.0% 4.8% 5.0% 0.0% -5.0% -3.7% -10.0% -10.1% -10.4% -15.0% Mar-11 Mar-12 Mar-13 Mar-14 Mar-15 Sensex Gold FD PPF * Return as on 26 June 2015. Source AdviseSure Research

  5. Know Right Portfolio Allocation for your Risk Profile FREE Start Now Continue reading…

  6. # 3 Step Don’t Time the Market 30,000 It is not always possible to time the market. Monthly SIP of Rs.100 25,000 Rs 24,209 Investment Value (in Rs.) 20,000 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 14,373 15,000 10,000 Rs 8,400 5,000 - Apr-08 Apr-09 Apr-10 Apr-11 Apr-12 Apr-13 Apr-14 ICICI Pru growth Sensex Amount invested Source: AdviseSure Research * Return as on 26 June 2015. Source AdviseSure Research

  7. Our Offer Advisory Fees Rs. 365 Per Annum Customized advise only for you Customized , unbiased Wealth Management @Rs. 1 per day Regular Review and Rebalancing Unlimited Long Term Investment Advise Tax efficient portfolio design Start Now No Minimum investment Substantial Savings in Commission ( Optional)

  8. Our Approach 1 2 3 4 5 Financial Goals Knowing- Risk Profiling Knowing- Right Portfolio Buy/ Sell Regular Monitoring Investment Products right as per risk profile With least Brokerage & Commission Of Portfolio and Markets All Financial Goals of the life Risk Capacity- How much Risk you can afford to take The amount required to meet them Inflation adjusted Portfolio efficient which is tax With Nil hiddencosts Rebalance when required Investments Risk Attitude- How much Risk you want to take Know best Investment Portfolio for you @ Rs 365 Per annum Start Now

  9. 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 Online Transaction Goal Planning 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

  10. Why AdviseSure Our Simple and easy Personal Finance Tools & self-help process, ensures that you take Better control of your entire Finance in 7 Minutes , to your satisfaction. Simple & Easy 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 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. Cost Effective Online Access You can manage your account from anywhere through multiple support points

  11. AdviseSure Investment Advisors is India’s first only Advise platform where we help individual, managing personal finance. AdviseSure Investment Advisors is part of AdviseSure Ventures Private limited. AdviseSure Investment Advisors is a SEBI registered Investment Advisor and its associate/group company empanelled with AMFI as a distributor .You can execute transactions with your banker, stock broker or agent/ financial intermediary . We also offer transaction services through various associations, at a substantially lesser cost to our clients as compared to other financial intermediaries, so that you start your financial plan with AdviseSure Investment Advisors is a safe and secure platform. Our recommendations rely on historical data. Historical/ past performance is not a guarantee of future returns. The information and views presented here are prepared by AdviseSure Investment Advisors. The information contained herein is based on our analysis and upon sources that we consider reliable. We, however, do not vouch for the accuracy or the completeness thereof. This material is for personal information and we are not responsible for any loss incurred based upon it. This document is solely for the personal information of the recipient. The investments discussed or recommended here may not be suitable for all investors. Investors must make their own investment decisions based on their specific investment objectives and financial position and using such independent advice, as they believe necessary. While acting upon any information or analysis mentioned here, investors may please note that neither AdviseSure Investment Advisors nor any person connected with any associated companies of AdviseSure Investment Advisors , accepts any liability arising from the use of this information and views mentioned here. Each recipient of this document should make such investigations as they deem necessary to arrive at an independent evaluation of an investment in the securities of the companies referred to in this document (including the merits and risks involved), and should consult their own advisors to determine the merits and risks of such an investment. AdviseSure Investment Advisors CORPORATE OFFICE : Level 8, Vibgyor Towers, G Block, C62,Bandra Kurla Complex, Mumbai 400 098, India ------------- Website : www.advisesure.com Email: care@advisesure.com

More Related