Upload
advisesurecom
View
212
Download
0
Embed Size (px)
DESCRIPTION
How to maximise returns on investments in shares and mutual funds.3 secrets of creating long term wealth with financial prudence!
Citation preview
#3Steps to Independence
This 15th August
Market is too volatile
Frustrated with loss in shares
My Agent pushes me Insurance
Don’t have time for Finance
Taking unnecessary risk
Too much Information
Freedom from……
# 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
# 2 Step
Have ‘Equity’ in Portfolio
Equities always give BestReturn in the long run.
Sensex has delivered 11.9%CAGR return* in past 5 year
9.0%
-10.4%
7.8%
18.7%
24.6%27.4%
32.5%
4.8%
-10.1%
-3.7%
6.0%
9.5%8.5% 9.0% 8.5%9.5%
8.6%8.8% 8.7% 8.7%
-15.0%
-10.0%
-5.0%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
Mar-11 Mar-12 Mar-13 Mar-14 Mar-15
Last 5 Year Returns
Sensex Gold FD PPF
* Return as on 26 June 2015. Source AdviseSure Research
Know Right Portfolio Allocation for your Risk
Profile
FREEStart Now
Continue reading…
# 3 Step
Don’t Time the Market
It is not always possible to time the market.
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 24,209
Rs 14,373
Rs 8,400
-
5,000
10,000
15,000
20,000
25,000
30,000
Apr-08 Apr-09 Apr-10 Apr-11 Apr-12 Apr-13 Apr-14
Inve
stm
ent
Val
ue
(in
Rs.
)
ICICI Pru growth Sensex Amount invested
Monthly SIP of Rs.100
Source: AdviseSure Research* Return as on 26 June 2015. Source AdviseSure Research
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)
Customized , unbiased Wealth Management
@Rs. 1 per day
Our Offer
Start Now
Our Approach
Risk ProfilingKnowing-
Risk Capacity- How muchRisk you can afford to take
Risk Attitude- How muchRisk you want to take
Financial GoalsKnowing-
All Financial Goals of the life
The Inflation adjustedamount required to meetthem
Right Portfolio
Investment Products rightas per risk profile
Portfolio which is taxefficient
Buy/ Sell
With least Brokerage &Commission
With Nil hidden costs
Regular Monitoring
Of Portfolio and Markets
Rebalance Investmentswhen required
1 2 3 4 5
Know best Investment Portfolio for you
@ Rs 365 Per annum Start Now
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
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
AdviseSure Investment Advisors is India’s first only Advise platform where wehelp individual, managing personal finance. AdviseSure Investment Advisors ispart of AdviseSure Ventures Private limited. AdviseSure Investment Advisors is aSEBI registered Investment Advisor and its associate/group company empanelledwith AMFI as a distributor .You can execute transactions with your banker, stockbroker or agent/ financial intermediary . We also offer transaction servicesthrough various associations, at a substantially lesser cost to our clients ascompared to other financial intermediaries, so that you start your financial planwith AdviseSure Investment Advisors is a safe and secure platform. Ourrecommendations rely on historical data. Historical/ past performance is not aguarantee of future returns. The information and views presented here areprepared by AdviseSure Investment Advisors. The information contained hereinis based on our analysis and upon sources that we consider reliable. We,however, do not vouch for the accuracy or the completeness thereof. Thismaterial is for personal information and we are not responsible for any lossincurred based upon it. This document is solely for the personal information ofthe recipient. The investments discussed or recommended here may not besuitable for all investors. Investors must make their own investment decisionsbased on their specific investment objectives and financial position and usingsuch independent advice, as they believe necessary. While acting upon anyinformation or analysis mentioned here, investors may please note that neitherAdviseSure Investment Advisors nor any person connected with any associatedcompanies of AdviseSure Investment Advisors , accepts any liability arising fromthe use of this information and views mentioned here. Each recipient of thisdocument should make such investigations as they deem necessary to arrive atan independent evaluation of an investment in the securities of the companiesreferred to in this document (including the merits and risks involved), and shouldconsult their own advisors to determine the merits and risks of such aninvestment.
AdviseSure Investment Advisors
CORPORATE OFFICE : Level 8, Vibgyor Towers, G Block, C62,Bandra KurlaComplex, Mumbai 400 098, India
-------------
Website : www.advisesure.com Email: [email protected]