The document summarizes 3 equity funds:
1) ICICI Prudential Exports and Other Services Fund - invests in service providing companies with a fund size of Rs. 592 Crore and average returns of 22.7% over 5 years.
2) SBI Pharma Fund - invests in pharmaceutical companies with a fund size of Rs. 491 Crore and average returns of 29% over 5 years.
3) SBI Magnum Global Fund - invests globally in equities, bonds and other instruments with a fund size of Rs. 1,944 Crore and average returns of 21.6% over 5 years.
3 Systematic investment plan- SIPs for Long term. SIPs are best way of monthly savings for long term. It provides lot of benefits like tax savings, better returns, inflation added returns etc.
Why SIP is best investment option? How can SIP help in creating wealth? What are best SIP for my risk profile? SIP, Wealth Creation , Top SIP, Risk profile, Long term,Birla Sunlife MNC Fund,DSP blackrock Micro Cap fund,Reliance Dynamic bond fund,Sundaram SMILE fund, Kotak Mid cap fund,
Top 4 Tax saving Equity linked saving scheme for Section 80C deduction and savings. Which are best ELSS schemes for tax saving? Axis Long term equity fund ELSS, Saving Taxes, 80C, Income tax act, Deduction from tax, Best tax saving schemes,Axis long term equity fund,Birla Sunlife tax relief fund,BNP paribas long term equity fund,IDFC tax advantage equity fund
Fixed deposits are great investments for long term. However one should first understand his or her requirements and risk profile and choose the right investment for wealth creation
Daily Derivatives Report:03 January 2020Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:08 January 2020Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:10 January 2020Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
The document summarizes 3 equity funds:
1) ICICI Prudential Exports and Other Services Fund - invests in service providing companies with a fund size of Rs. 592 Crore and average returns of 22.7% over 5 years.
2) SBI Pharma Fund - invests in pharmaceutical companies with a fund size of Rs. 491 Crore and average returns of 29% over 5 years.
3) SBI Magnum Global Fund - invests globally in equities, bonds and other instruments with a fund size of Rs. 1,944 Crore and average returns of 21.6% over 5 years.
3 Systematic investment plan- SIPs for Long term. SIPs are best way of monthly savings for long term. It provides lot of benefits like tax savings, better returns, inflation added returns etc.
Why SIP is best investment option? How can SIP help in creating wealth? What are best SIP for my risk profile? SIP, Wealth Creation , Top SIP, Risk profile, Long term,Birla Sunlife MNC Fund,DSP blackrock Micro Cap fund,Reliance Dynamic bond fund,Sundaram SMILE fund, Kotak Mid cap fund,
Top 4 Tax saving Equity linked saving scheme for Section 80C deduction and savings. Which are best ELSS schemes for tax saving? Axis Long term equity fund ELSS, Saving Taxes, 80C, Income tax act, Deduction from tax, Best tax saving schemes,Axis long term equity fund,Birla Sunlife tax relief fund,BNP paribas long term equity fund,IDFC tax advantage equity fund
Fixed deposits are great investments for long term. However one should first understand his or her requirements and risk profile and choose the right investment for wealth creation
Daily Derivatives Report:03 January 2020Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:08 January 2020Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:10 January 2020Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
A thorough analysis of company , industry and economy goes behind our stock ideas for you. With these picks, you may earn superior returns over a medium to long term period. Visit https://simplehai.axisdirect.in/share-stock-prices/nse/Lumax-Industries-Ltd-782 for more
Weekly Derivatives Report :03 February 2020Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Radialisation in India will increase. There is an increase in radialisation in India in the truck and bus segment.
90% of the dealers we spoke to said that “ radial tyre volumes are increasing because it can run in all terrain and are far more sturdy”.
“Volumes have increased by 5-10% for this quarter as compared to last year”
Positive: This will help the growth of JK
CapitalStars Award Winning,SEBI registered investment advisory company.We provide intraday & positional services in equity,derivative ,commodity & currency.
http://www.capitalstars.com/
Daily Derivatives Report:07 November 2019Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:03 December 2019Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Find which are 5 best instruments for saving tax under section 80c of income tax act. Check what are most important things to check before investing for saving taxes
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:27 November 2019Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:07 February 2020Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:05 February 2020Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:14 January 2020Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:11 February 2020Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:06 February 2020Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:20 December 2019Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
- The document is a daily derivatives report dated 2 March 2020 providing analysis of Nifty and BankNifty futures.
- Nifty futures closed lower at 11,123.7 points with a decrease in open interest indicating long unwinding. BankNifty futures also closed lower with a decrease in open interest.
- Put options on Nifty at 11,000 and call options at 12,000 saw significant open interest concentration and may act as support and resistance.
This document summarizes three mutual funds that investors should consider for SIP investments over a 5 year period:
1) ICICI Prudential Exports and Other Services Fund generated returns of 51.3% over 5 years and 23.8% annually, turning a Rs. 1,000 monthly SIP into Rs. 1,09,869.
2) Franklin India Smaller Companies Fund saw returns of 50.2% over 5 years and annual returns of 23.8%, growing a Rs. 1,000 SIP to Rs. 1,15,376.
3) Birla Sun Life MNC Fund's SIP grew to Rs. 1,20,511 over 5 years with returns of 70.6
This document provides information on investing in Equity Linked Savings Schemes (ELSS), a type of mutual fund that allows tax deductions under Section 80C. ELSS funds invest primarily in equities and provide tax-free capital gains after three years. They offer benefits like tax savings up to Rs. 2 lakhs, higher returns potential than other savings instruments, and wealth creation over the long run. The document analyzes the performance of sample ELSS funds and provides tips for selecting funds based on factors like credit ratings, fund size, risk level, and past returns. It also offers recommended ELSS funds for different age groups.
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
A thorough analysis of company , industry and economy goes behind our stock ideas for you. With these picks, you may earn superior returns over a medium to long term period. Visit https://simplehai.axisdirect.in/share-stock-prices/nse/Lumax-Industries-Ltd-782 for more
Weekly Derivatives Report :03 February 2020Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Radialisation in India will increase. There is an increase in radialisation in India in the truck and bus segment.
90% of the dealers we spoke to said that “ radial tyre volumes are increasing because it can run in all terrain and are far more sturdy”.
“Volumes have increased by 5-10% for this quarter as compared to last year”
Positive: This will help the growth of JK
CapitalStars Award Winning,SEBI registered investment advisory company.We provide intraday & positional services in equity,derivative ,commodity & currency.
http://www.capitalstars.com/
Daily Derivatives Report:07 November 2019Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:03 December 2019Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Find which are 5 best instruments for saving tax under section 80c of income tax act. Check what are most important things to check before investing for saving taxes
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:27 November 2019Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:07 February 2020Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:05 February 2020Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:14 January 2020Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:11 February 2020Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:06 February 2020Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
Daily Derivatives Report:20 December 2019Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
- The document is a daily derivatives report dated 2 March 2020 providing analysis of Nifty and BankNifty futures.
- Nifty futures closed lower at 11,123.7 points with a decrease in open interest indicating long unwinding. BankNifty futures also closed lower with a decrease in open interest.
- Put options on Nifty at 11,000 and call options at 12,000 saw significant open interest concentration and may act as support and resistance.
This document summarizes three mutual funds that investors should consider for SIP investments over a 5 year period:
1) ICICI Prudential Exports and Other Services Fund generated returns of 51.3% over 5 years and 23.8% annually, turning a Rs. 1,000 monthly SIP into Rs. 1,09,869.
2) Franklin India Smaller Companies Fund saw returns of 50.2% over 5 years and annual returns of 23.8%, growing a Rs. 1,000 SIP to Rs. 1,15,376.
3) Birla Sun Life MNC Fund's SIP grew to Rs. 1,20,511 over 5 years with returns of 70.6
This document provides information on investing in Equity Linked Savings Schemes (ELSS), a type of mutual fund that allows tax deductions under Section 80C. ELSS funds invest primarily in equities and provide tax-free capital gains after three years. They offer benefits like tax savings up to Rs. 2 lakhs, higher returns potential than other savings instruments, and wealth creation over the long run. The document analyzes the performance of sample ELSS funds and provides tips for selecting funds based on factors like credit ratings, fund size, risk level, and past returns. It also offers recommended ELSS funds for different age groups.
Best financial planning advice.3 easy steps towards long term wealth creation and savings. Best for investors who dont have market knowledge and time to manage the wealth.
This document provides steps for financial independence and investing for retirement. It recommends starting investments early, having equities in one's portfolio for long-term growth, and not trying to time the market. Regular investing through SIP can achieve better returns than lump sums over time. The service described offers customized wealth management and financial advice for Rs. 365 per year.
How to Get best returns from investments. Principles of investing. Best Investment Advice. Investing is an Art and all as per research all Successful investors follow same pattern of investing. One can follow the pattern and create returns
Which are best tax saving options under section 80C of income tax act. What are various tax saving options .Which investments are allowed for 80C deduction ELSS, FD, Term Insurance, Medical Insurance, PPF, Tax Saving Schemes, Saving taxes,
Investing in shares and equity can be a difficult task. Reading balance sheet & profit and loss accounts can be a more difficult task. Here are 7 terms which will help you taking better investing decision
A thorough analysis of company , industry and economy goes behind our stock ideas for you. With these picks, you may earn superior returns over a medium to long term period. Visit https://simplehai.axisdirect.in/share-stock-prices/nse/Minda-Industries-Ltd-12295 for more
A thorough analysis of company , industry and economy goes behind our stock ideas for you. With these picks, you may earn superior returns over a medium to long term period. Visit https://simplehai.axisdirect.in/share-stock-prices/nse/Minda-Corporation-Ltd-14978 for more
A thorough analysis of company , industry and economy goes behind our stock ideas for you. With these picks, you may earn superior returns over a medium to long term period. Visit https://simplehai.axisdirect.in/share-stock-prices/nse/SBI-Life-Insurance-Company-Ltd-22045 for more
A thorough analysis of company , industry and economy goes behind our stock ideas for you. With these picks, you may earn superior returns over a medium to long term period. Visit https://simplehai.axisdirect.in/share-stock-prices/nse/Lumax-Industries-Ltd-782 for more
This document provides a quantitative pick by ICICI Securities to buy Dr. Reddy's stock between Rs. 5900-5950 per share. The target price is Rs. 6600 and the stop loss is Rs. 5485 over a 3 month timeframe. It notes fresh long positions are likely to take the stock higher based on accumulation and open interest. It also provides contact details for several research analysts and discloses disclaimers.
A thorough analysis of company , industry and economy goes behind our stock ideas for you. With these picks, you may earn superior returns over a medium to long term period. Visit https://simplehai.axisdirect.in/share-stock-prices/nse/Zee-Learn-Ltd-37833 for more
Daily Technical Report:20 December 2019Axis Direct
Axis Direct presents daily derivatives report presenting recommendations based on technical analysis. For trading in derivatives visit https://simplehai.axisdirect.in/offerings/products/derivatives
A thorough analysis of company , industry and economy goes behind our stock ideas for you. With these picks, you may earn superior returns over a medium to long term period. Visit https://simplehai.axisdirect.in/share-stock-prices/nse/PPAP-Automotive-Ltd-23818 for more
Founded in 2012, Plutus Capital is a Gurgaon based SEBI registered Investment Advisory Firm providing wealth and stock advisory services. Our focus is the Indian capital market, and we cater to family offices and individuals from India and globally.
A thorough analysis of company , industry and economy goes behind our stock ideas for you. With these picks, you may earn superior returns over a medium to long term period. Visit https://simplehai.axisdirect.in/share-stock-prices/nse/Housing-Development-Finance-Corporation-Ltd-230 for more
Reliance Nippon Life Asset Management LtdAxis Direct
A thorough analysis of company , industry and economy goes behind our stock ideas for you. With these picks, you may earn superior returns over a medium to long term period. Visit https://simplehai.axisdirect.in/share-stock-prices/nse/Reliance-Nippon-Life-Asset-Management-Ltd-12622 for more
Ähnlich wie Best 3 mutual funds for wealth creation (20)
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...Donc Test
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby, Hodge, Verified Chapters 1 - 13, Complete Newest Version Solution Manual For Financial Accounting, 8th Canadian Edition by Libby, Hodge, Verified Chapters 1 - 13, Complete Newest Version Solution Manual For Financial Accounting 8th Canadian Edition Pdf Chapters Download Stuvia Solution Manual For Financial Accounting 8th Canadian Edition Ebook Download Stuvia Solution Manual For Financial Accounting 8th Canadian Edition Pdf Solution Manual For Financial Accounting 8th Canadian Edition Pdf Download Stuvia Financial Accounting 8th Canadian Edition Pdf Chapters Download Stuvia Financial Accounting 8th Canadian Edition Ebook Download Stuvia Financial Accounting 8th Canadian Edition Pdf Financial Accounting 8th Canadian Edition Pdf Download Stuvia
Vicinity Jobs’ data includes more than three million 2023 OJPs and thousands of skills. Most skills appear in less than 0.02% of job postings, so most postings rely on a small subset of commonly used terms, like teamwork.
Laura Adkins-Hackett, Economist, LMIC, and Sukriti Trehan, Data Scientist, LMIC, presented their research exploring trends in the skills listed in OJPs to develop a deeper understanding of in-demand skills. This research project uses pointwise mutual information and other methods to extract more information about common skills from the relationships between skills, occupations and regions.
Enhancing Asset Quality: Strategies for Financial Institutionsshruti1menon2
Ensuring robust asset quality is not just a mere aspect but a critical cornerstone for the stability and success of financial institutions worldwide. It serves as the bedrock upon which profitability is built and investor confidence is sustained. Therefore, in this presentation, we delve into a comprehensive exploration of strategies that can aid financial institutions in achieving and maintaining superior asset quality.
University of North Carolina at Charlotte degree offer diploma Transcripttscdzuip
办理美国UNCC毕业证书制作北卡大学夏洛特分校假文凭定制Q微168899991做UNCC留信网教留服认证海牙认证改UNCC成绩单GPA做UNCC假学位证假文凭高仿毕业证GRE代考如何申请北卡罗莱纳大学夏洛特分校University of North Carolina at Charlotte degree offer diploma Transcript
Optimizing Net Interest Margin (NIM) in the Financial Sector (With Examples).pdfshruti1menon2
NIM is calculated as the difference between interest income earned and interest expenses paid, divided by interest-earning assets.
Importance: NIM serves as a critical measure of a financial institution's profitability and operational efficiency. It reflects how effectively the institution is utilizing its interest-earning assets to generate income while managing interest costs.
Economic Risk Factor Update: June 2024 [SlideShare]Commonwealth
May’s reports showed signs of continued economic growth, said Sam Millette, director, fixed income, in his latest Economic Risk Factor Update.
For more market updates, subscribe to The Independent Market Observer at https://blog.commonwealth.com/independent-market-observer.
In a tight labour market, job-seekers gain bargaining power and leverage it into greater job quality—at least, that’s the conventional wisdom.
Michael, LMIC Economist, presented findings that reveal a weakened relationship between labour market tightness and job quality indicators following the pandemic. Labour market tightness coincided with growth in real wages for only a portion of workers: those in low-wage jobs requiring little education. Several factors—including labour market composition, worker and employer behaviour, and labour market practices—have contributed to the absence of worker benefits. These will be investigated further in future work.
New Visa Rules for Tourists and Students in Thailand | Amit Kakkar Easy VisaAmit Kakkar
Discover essential details about Thailand's recent visa policy changes, tailored for tourists and students. Amit Kakkar Easy Visa provides a comprehensive overview of new requirements, application processes, and tips to ensure a smooth transition for all travelers.
[4:55 p.m.] Bryan Oates
OJPs are becoming a critical resource for policy-makers and researchers who study the labour market. LMIC continues to work with Vicinity Jobs’ data on OJPs, which can be explored in our Canadian Job Trends Dashboard. Valuable insights have been gained through our analysis of OJP data, including LMIC research lead
Suzanne Spiteri’s recent report on improving the quality and accessibility of job postings to reduce employment barriers for neurodivergent people.
Decoding job postings: Improving accessibility for neurodivergent job seekers
Improving the quality and accessibility of job postings is one way to reduce employment barriers for neurodivergent people.
2. Fund Size
Expense Ratio
Past Return
Fund
BSE
Sensex
Beta
Sharpe
Ratio
Rs. 2,750
Rs 1000 Invested 5 years back
Rs. 1,29,120
Rs 1000 SIP Invested 5
years back
0.37
ICICI Prudential Exports and Other Services
Fund
2.00
Rs. 592 Crore
2.60%
1 Year
Return
3 Year
Return
5 Year
Return
51.3% 42% 22.7%
14.9% 23.8% 13.5%
About
Open ended equity scheme whose objective is to provide capital appreciation by
investing a major part in Shares of Service providing companies
Source- AdviseSure Research. Data as on 2 May2015
3. Fund Size
Expense Ratio
Past Return
Fund
BSE
Sensex
Beta
Sharpe
Ratio
1.03
SBI Pharma Fund
1.86
Rs. 491 Crore
2.68%
1 Year
Return
3 Year
Return
5 Year
Return
78.7% 43.1% 29.0%
14.9% 23.8% 13.5%
About
Open ended equity scheme with objective to provide maximum growth through
specific investment themes dedicated to IT, Pharma, FMCG.
Rs. 3,360
Rs 1000 Invested 5 years back
Rs. 1,42,730
Rs 1000 SIP Invested 5
years back
Source- AdviseSure Research. Data as on 2 May2015
4. Fund Size
Expense Ratio
Past Return
Beta
Sharpe
Ratio
0.71
SBI Magnum Global Fund
1.73
Rs. 1,944 Crore
2.40%
1 Year
Return
3 Year
Return
5 Year
Return
About
Open ended equity scheme whose objective is to provide investors growth
opportunity in Equities, PCDs & FCDs in some industries and in Bonds
Rs. 2,630
Rs 100 Invested 5 years back
Rs. 1,19,120
Rs 1000 SIP Invested 5
years back
Fund
BSE
Sensex
47.7% 33.7% 21.6%
14.9% 23.8% 13.5%
Source- AdviseSure Research. Data as on 2 May2015
5. Advisory Fees Rs. 365 Per
Annum
Customized advise only for you
Unlimited Long Term Investment
Advise
Tax efficient portfolio design
No Minimum investment
Regular Review and Rebalancing
Substantial Savings in Commission
( Optional)
We Offer
Customized , unbiased Wealth
Management
@Rs. 1 per day
6. Right Approach
Risk Profiling
Knowing-
Risk Capacity- How
much Risk you can
afford to take
Risk Attitude- How
much Risk you want to
take
Financial Goals
Knowing-
All Financial Goals of
the life
The Inflation adjusted
amount required to
meet them
Right Portfolio
Investment Products
right as per risk profile
Portfolio which is tax
efficient
Buy/ Sell
With least Brokerage
& Commission
With Nil hidden costs
Regular
Monitoring
Of Portfolio and
Markets
Rebalance
Investments when
required
1 2 3 4 5
7. Financial Management @ Rs 1 per day
Wealth Creation
Advice
Monthly Savings
Advice
Tax Saving
Investments
Portfolio Restructuring
Advice
Goal Planning Online
Transaction
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
In case you want to Buy
and Sell any product
In case you want to Plan
your Financial Goals
If you want to
Restructure your
portfolio
8. Why AdviseSure
Simple & Easy
Paperless
Process
Multiproduct
Cost Effective
Online Access
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.
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..
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.
You can manage your account from anywhere through multiple support points
We advice on almost all Financial Products except banking accounts. You can transact in
all products through us. Our technology will ensure superior Experience
9. "This message may contain confidential, proprietary or legally privileged information. It should not be used by anyone who is not the original intended recipient.
If you have erroneously received this message, please delete it immediately and notify the sender. The recipient acknowledges that AdviseSure.com or its
subsidiaries and associated companies, (collectively "AdviseSure "), are unable to exercise control or ensure or guarantee the integrity of/over the contents of
the information contained in e-mail transmissions and further acknowledges that any views expressed in this message are those of the individual sender and no
binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of AdviseSure.
“Any document which is prepared by the research team of AdviseSure.com or its subsidiaries is circulated for purely information purpose only to the authorized
recipient and should not be replicated or quoted or circulated to any person/corporate or legal entities in any form. This document/documents/reports/opinion
should not be interpreted as an Investment /taxation/ legal advice. While the information contained in the report has been procured in good faith, from
sources considered to be reliable, all statement/statements/opinion/opinions/view/views in the report should not be considered to be complete or accurate.
Therefore, it should only be relied upon at the recipients of this mail’s own risk.
AdviseSure Investment Advisors is India’s first only Advise platform where we help individual, managing his 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, 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.
Disclaimer
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