This is an introductory presentation for Mutual Funds.

1. Introduction to Mutual Funds

3. Mutual Funds Pool their money with INVESTORS FUND MANAGERS Passed back to Generate RETURNS SECURITIES Invest in

8. Investment Options

9. Investment Avenues Direct Equity Bank Deposits Gold / Real Estate Corporate Bonds / Deposits Mutual Funds Government Securities

11. Where do Mutual Funds come in? DIRECTLY THROUGH MUTUAL FUNDS Stocks Bonds/Debentures Corporate FD’s Short Term Deposits Govt.. Paper, C.P and C.D Equity Funds Debt Funds Money Market Funds

12. How to Invest

13. Why Invest? 25 28 30 35 40 50 60 Start Career Marriage Buy Automobile Buy House Children’s Education Daughter’s Marriage Retirement AGE

14. Key Portfolio Building Components Start Investing Early Asset Allocation Invest Regularly

15. Key Portfolio Building Components Start Investing Early Asset Allocation Invest Regularly

16. 1. Start Investing Early Mr. A Age 25 years Begins investing at 25 Invests Rs. 20,000 p.a. for 5 years then stops Redeems on his retirement at 60 Mr. B Age 25 years Begins investing at 35 Invests Rs. 20,000 p.a. till he is 60 Redeems on his retirement at 60

17. Who has more? Is it Mr. A, who invested Rs. 1 lakh over 5 years or Is it Mr. B, who invested Rs. 5 lakhs over 25 years?

18. Key Portfolio Building Components Start Investing Early Asset Allocation Invest Regularly

20. Key Portfolio Building Components Start Investing Early Asset Allocation Invest Regularly

21. Portfolio 1 - A Low Risk Portfolio Average Annual Return: Approx. 10%

22. Portfolio 2 - A Medium Risk Portfolio Average Annual Return: Approx 13%

23. Portfolio 3 - A High Risk Portfolio Average Annual Return: Approx. 16%

24. Investing Through Mutual Funds