Investment – Value Investment

Mutual Funds Investment

Mutual funds are financial instruments which invest in a portfolio of securities.

Mutual Funds Investment

Mutual funds are financial instruments which invest in a portfolio of securities.

SIP

SIP is one of the way of investing in Mutual Fund. SIP stands for Systematic Investment Plan. It simply means every month investor invests a specific amount on a specific date for long term. SIP provides benefit of rupee cost averaging.

Wealth Creation Through SIP

Amount To Be Invested Per Month (SIP)	Total Amount Invested after 15 Yrs	Amount After 15 Yrs	Total Amount Invested after 25 Yrs	Amount After 25 Yrs
10,000	18,00,000	47,64,347	30,00,000	1,60,00,000
15,000	27,00,000	71,46,521	45,00,000	2,85,00,000
20,000	36,00,000	95,28,695	60,00,000	3,80,00,000

#Returns assumed 12% CAGR

SWP

SWP stands for Systematic Withdrawal Plan. Those who need monthly income from their investments, mutual Fund’s SWP is a Sanjivani for them. SWP provides higher and regular monthly or quarterly income from their investment. when traditional Investments provides very low monthly or quarterly income. SWP became very popular investment option for investors who seek regular monthly income.

SWP Performance for 10 year investment from 2015 T0 2025

MONTHLY INCOME FROM MUTUAL FUND SWP
One Time Investment	15,00,000.00	One Time Amount Investement Date:	06-04-2015
Monthly Income Credit to Bank A/C	12,500.00	Monthly Income Credit Date:	1st of Every Month
Monthly Income Start Date	01-07-2015	Monthly Income End Date:	01-04-2025

Scheme Name	Withdrawal Period	No of Monthly Instalments	Total Income Amount	Current Value as on 01-04-2025	Returns Generated (%)
Customized Mutual Fund Portfolio	01-07-2015 To 01-04-2025	118	14,75,000	23,34,578	13.28%

Retirement Management

Everyone desires I should be wealthy when I retired. Here comes Retirement Management. Retirement Management generally have two stages.

Before Retirement Management:

In this stage, Investor decides what Corpus or Value he/she want on retirement. On the basis of desired value, we create suitable win – win portfolio for investor. While preparing portfolio we consider their all investment parameters like investment style, investment amount, their behaviour in volatility etc. and build portfolio with right asset mix like Indian & International Equity, Gold, Fixed income (debt), International Equity etc. which help to make right balance to portfolio and have capabilities to perform in any market conditions.

After Retirement Management:

Investments in this life stage is little special and needs more capital protection than growth. Some of retired persons do not have monthly pension or have a pension but it is not enough to afford daily expenses. Hence majority of retired people invest in mutual fund SWP for regular and higher monthly income. Those who do not need monthly income we make growth portfolio for them with multiple asset classes like Indian & International Equity, Gold, Arbitrage, Fixed Income (Bond) etc. which helps to make right balance to portfolio and have capabilities to perform in any market conditions.

Monthly Income (SWP) Performance for 10 year investment from 2015 T0 2025

MONTHLY INCOME FROM MUTUAL FUND SWP
One Time Investment	15,00,000.00	One Time Amount Investement Date:	06-04-2015
Monthly Income Credit to Bank A/C	12,500.00	Monthly Income Credit Date:	1st of Every Month
Monthly Income Start Date	01-07-2015	Monthly Income End Date:	01-04-2025

Scheme Name	Withdrawal Period	No of Monthly Instalments	Total Income Amount	Current Value as on 01-04-2025	Returns Generated (%)
Customized Mutual Fund Portfolio	01-07-2015 To 01-04-2025	118	14,75,000	23,34,578	13.28%

Child Higher Education Management

No other as crucial as education of our child. Inflation in education sector is on very higher site hence parents start searching for good investment options for their children’s Higher Education. Making combination of different asset class of mutual fund we create portfolio which suits exact as needed for parents to remain rest assure for creating sizable Corpus for their children’s higher education. Parents can start monthly SIP or Step Up SIP or lump sum investment for Child Higher Education.

Current Higher Education Cost- 12 Lakh

Current Child Age – 4 Years

After 14 years cost – 35 Lakh

Assumed Inflation – 8%

SIP required – Rs. 8500.00

Lump sum – 7.20 Lakh

Returns assumed – 12%

AMFI REGISTERED MUTUAL FUND DISTRIBUTOR

Mutual Funds Investment

Mutual Funds Investment

SIP

Wealth Creation Through SIP

#Returns assumed 12% CAGR

SWP

SWP Performance for 10 year investment from 2015 T0 2025

Retirement Management

Before Retirement Management:

After Retirement Management:

Monthly Income (SWP) Performance for 10 year investment from 2015 T0 2025

Child Higher Education Management

Current Higher Education Cost- 12 Lakh

AMFI REGISTERED MUTUAL FUND DISTRIBUTOR

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