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#3 Steps to Independence This 15 th August

3 steps to Financial Freedom this 15th august

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

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Page 1: 3 steps to Financial Freedom  this 15th august

#3Steps to Independence

This 15th August

Page 2: 3 steps to Financial Freedom  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……

Page 3: 3 steps to Financial Freedom  this 15th august

# 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

Page 4: 3 steps to Financial Freedom  this 15th august

# 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

Page 5: 3 steps to Financial Freedom  this 15th august

Know Right Portfolio Allocation for your Risk

Profile

FREEStart Now

Continue reading…

Page 6: 3 steps to Financial Freedom  this 15th august

# 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

Page 7: 3 steps to Financial Freedom  this 15th august

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

Page 8: 3 steps to Financial Freedom  this 15th august

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

Page 9: 3 steps to Financial Freedom  this 15th august

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

Page 10: 3 steps to Financial Freedom  this 15th august

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

Page 11: 3 steps to Financial Freedom  this 15th august

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]