BEST 3 MUTUAL FUNDS FOR WEALTH CREATION

1. Best 3 Mutual Funds For Wealth Creation

2. ICICI Prudential Exports and Other Services Fund Open ended equity scheme whose objective is to provide capital appreciation by investing a major part in Shares of Service providing companies About Fund Size Rs. 592 Crore Expense Ratio 2.60% 3 Year Return 5 Year Return 1 Year Return Past Return Fund 22.7% 42% 51.3% BSE Sensex 14.9% 13.5% 23.8% Rs. 1,29,120 Rs 1000 SIP Invested 5 years back Beta 0.37 Rs. 2,750 Rs 1000 Invested 5 years back Sharpe Ratio 2.00 Source- AdviseSure Research. Data as on 2 May2015

3. SBI Pharma Fund Open ended equity scheme with objective to provide maximum growth through specific investment themes dedicated to IT, Pharma, FMCG. About Fund Size Rs. 491 Crore Expense Ratio 2.68% 3 Year Return 5 Year Return 1 Year Return Past Return Fund 29.0% 43.1% 78.7% BSE Sensex 14.9% 23.8% 13.5% Rs. 1,42,730 Rs 1000 SIP Invested 5 years back Beta 1.03 Rs. 3,360 Rs 1000 Invested 5 years back Sharpe Ratio 1.86 Source- AdviseSure Research. Data as on 2 May2015

4. SBI Magnum Global Fund Open ended equity scheme whose objective is to provide investors growth opportunity in Equities, PCDs & FCDs in some industries and in Bonds About Fund Size Rs. 1,944 Crore Expense Ratio 2.40% 3 Year Return 5 Year Return 1 Year Return Past Return Fund 21.6% 33.7% 47.7% BSE Sensex 14.9% 13.5% 23.8% Rs. 1,19,120 Rs 1000 SIP Invested 5 years back Beta 0.71 Rs. 2,630 Rs 100 Invested 5 years back Sharpe Ratio 1.73 Source- AdviseSure Research. Data as on 2 May2015

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

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

7. 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

8. 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

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