Upload
advisesurecom
View
4
Download
0
Embed Size (px)
DESCRIPTION
What is SIP?Top SIP for investing for highest returns. Complete details of the SIPs for long term investment and Monthly savings SIP, MONTHLY SAVINGS, BEST MONTHLY SAVING SCHEMES, TOP SIPS,ICICI PRUDENTIAL EXPORTS AND SERVICES SECTOR FUND, FRANKLIN INDIA SMALLER COMPANIES FUND,BIRLA SUNLIFE MNC FUND,
Citation preview
3 Mutual Fund SIPs
You should never Miss
3 SIP’sYou should never Miss
Fund Size
Expense Ratio
Past Return3 Year Return
5 Year Return
Fund
BSE Sensex
Beta
Sharpe Ratio
Rs. 1,09,869 With Rs. 1,000 SIP Invested 5 years back
ICICI Prudential Exports and Other Services Fund
Rs. 592 Crore
1 Year Return
22.7%42%
14.9%
51.3%
23.8% 13.5%
2.6%
0.37
2.00
Source- AdviseSure Research. Data as on 2 May2015
Fund Size
Expense Ratio
Past Return3 Year Return
5 Year Return
Fund
BSE Sensex
Beta
Sharpe Ratio
Rs. 1,15,376With Rs. 1,000 SIP Invested 5 years back
Rs. 2,123 Crore
1 Year Return
24.4%43.9%
14.9%
50.2%
23.8% 13.5%
2.45%
0.93
1.73
Franklin India Smaller Companies Fund
Source- AdviseSure Research. Data as on 2 May2015
Fund Size
Expense Ratio
Past Return3 Year Return
5 Year Return
Fund
BSE Sensex
Beta
Sharpe Ratio
Rs. 1,20,511 With Rs. 1000 SIP Invested 5 years back
Rs. 1,549 Crore
1 Year Return
25.9%37.8%
14.9%
70.6%
23.8% 13.5%
2.65%
0.79
1.52
Birla Sun Life MNC Fund
Source- AdviseSure Research. Data as on 2 May2015
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
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 right asper 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
Our Approach
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
What You get@ Rs 1
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
Why AdviseSure
"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 erroneouslyreceived 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 thatany 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 dueauthority 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 bereplicated 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 inthe 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 VenturesPrivate limited. AdviseSure Investment Advisors is a SEBI registered Investment Advisor and its associate/group company empanelled with AMFI as a distributor .You can execute transactionswith 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 otherfinancial 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/ pastperformance 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 onour 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 notresponsible 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 suitablefor 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 believenecessary. While acting upon any information or analysis mentioned here, investors may please note that neither AdviseSure Investment Advisors nor any person connected with anyassociated companies of AdviseSure Investment Advisors , accepts any liability arising from the use of this information and views mentioned here. Each recipient of this document shouldmake 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 themerits and risks involved), and should consult their own advisors to determine the merits and risks of such an investment.
AdviseSure Investment Advisors
CORPORATE OFFICE : Level 8, Vibgyor Towers, G Block, C62,Bandra Kurla Complex, Mumbai 400 098, India
-------------
Website : www.advisesure.com Email: [email protected]