annexure 1 - literature on systematic investment plan
TRANSCRIPT
DO YOU HAVE A PLAN TOACHIEVE YOUR GOALS?
Goals are the desired results you wantto achieve. Are you investing to buy a house?
Child’s education? Dream vacation?The first step to achieving goals is setting them.
Why setting goals is important?
Measuresprogress
Helps identifypriorities
Puts focus onimportant things
FUNDS
Givesdirection
To achieve your goals,understand them
Understand the nature of your goals soyou have the right amount at the right time.
Get to know your goals better
Be systematic
Put down the valuein today’s terms
Decide on theinvestment’stime frame
Take note ofyour risk appetite
Buying a car
SHORTTERM
Buying property
MEDIUMTERM
Child’s highereducation
LONGTERM
*For illustrative purpose only
Make investing easy with aSystematic Investment PlanA Systematic Investment Plan (SIP) works on the
principle of regular investing. The investment amountis automatically debited from your bank account so you don’t even have to track the investment dates.
Invest a fixed amount atpredetermined intervals
Helps reduce theimpact of volatility
Disciplined wayof investing
Power of compounding
Rupee Cost Averaging
Simple and quick
Small and pocket friendly
So many reasonsto choose SIP
Start a SIP for your goalsNow that your goals have been set, put down aplan to achieve them. Start a separate SIP for
each goal. To make sure it works well,do not discontinue it when the market is down.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
What’s your number?
Rs. 5 crore
Starting SIP InvestmentRs. 26,840 per month*
Rs. 3 crore
Starting SIP InvestmentRs. 16,104 per month*
Rs. 1 crore
Starting SIP InvestmentRs. 5,368 per month*
Allows you tobuy more
units as themarket moves
down andless units asthe marketmoves up
Reduces riskby spreadinginvestmentsover a long
period of time
Starting earlygives your
money moretime to grow
Starting aseparate SIP for each goal allows
diversification of investments across schemes
as per your needs
How SIP works
You too can achieve your goals by starting a SIP today.
*Calculations based on 12% p.a. growth rate compounded monthly withannual SIP TOP UP of 10% after 20 years. This is an illustration. Actual results may vary.