Investment planning

Investment PlanningInvestment Planning

Ventura Securities Ltd. Page 1 of 13

I’m young and want to enjoy

my life!

Why do I need to do

Investment Planning???

I don’t have any spare money to invest or save!

I’m already investing in Bank

FDs!


Do you need Investment Do you need Investment Planning??Planning??


Kya aap ne dekhi hai Dr.Amar aur Dr. Prem ki kahani??

2 Friends Dr. Amar & Dr. Prem worked together in 2 Friends Dr. Amar & Dr. Prem worked together in National Hospital of IndiaNational Hospital of India


Both had comfortable Both had comfortable lifestyles….lifestyles….


And Mrs. Prem preferred And Mrs. Prem preferred investing her money for the investing her money for the futurefuture

Mrs. Amar was fond of Mrs. Amar was fond of jewellery, clothes and jewellery, clothes and cosmeticscosmetics

Every month Mrs. Amar & Mrs. Prem saved up a certain Every month Mrs. Amar & Mrs. Prem saved up a certain sum of money from the household budget....sum of money from the household budget....


Both their sons were growing up well and were good Both their sons were growing up well and were good students.students.

Like their fathers, both wanted to be doctors.Like their fathers, both wanted to be doctors.


The cost of medical education at that time was Rs. 2 lacs The cost of medical education at that time was Rs. 2 lacs Mrs. Amar set aside that amount for her son’s fees.Mrs. Amar set aside that amount for her son’s fees.

Mrs. Prem on the other hand took into account inflation and Mrs. Prem on the other hand took into account inflation and other factors and invested the same amount.other factors and invested the same amount.


Soon their sons finished college, did well in their Soon their sons finished college, did well in their medical entrance exams, and got admission to the medical entrance exams, and got admission to the finest medical college.finest medical college.

However, the cost of medical college had now However, the cost of medical college had now become become Rs. 4 lacs!Rs. 4 lacs!

+ + +


Since Mrs. Amar had set aside only Since Mrs. Amar had set aside only Rs. 2 lacs, she had to dip into her Rs. 2 lacs, she had to dip into her savings.savings.

Mrs. Prem simply wrote Mrs. Prem simply wrote a cheque for her son’s a cheque for her son’s admissionadmission


Mrs. Amar realized her mistake and Mrs. Amar realized her mistake and wished wished

1)1) She could go back 30 years in time and She could go back 30 years in time and invest some of her money invest some of her money

2)2) She had done what Mrs. Prem has doneShe had done what Mrs. Prem has done


Mrs. Prem’s investment of just Rs. 10,000 per Mrs. Prem’s investment of just Rs. 10,000 per month over the last 25 years @ 10% p.a. was month over the last 25 years @ 10% p.a. was

now worthnow worth

Rs. 1.32 crores!!!

Do you know Mrs. Prem kaise bani Do you know Mrs. Prem kaise bani karodpatni???..karodpatni???..

... By investing in ... By investing in

SSystematic ystematic IInvestment nvestment PPlan lan

of Mutual Funds..of Mutual Funds..

Aap Kya KarengeAap Kya Karenge????

Stay tuned for Part 2Stay tuned for Part 2Ventura Securities Ltd. Page 12 of 13

To know more contact us on

Email: [email protected]


You can also connect with us across our sites online -

- Mutual Funds – On Twitter@MF_Ventura

- Mutual Funds – On BlogInvest-mantra.com/blog

- Mutual Funds - On Slidesharehttp://www.slideshare.net/VenturaMF

Economy & Finance

Investment planning