invest today desktop a4-2 dummy or even more? ... bank fd gold avg of equity mf 0 200000 400000...

PROFILE

B.E (E & TC)

Certified Financial PlannerCM - CFPCM

Sebi Certified Investment Advisor Level 1& Level 2

AMFI - Certified Mutual Fund Advisor

IRDA - Certified Insurance Advisor (Life & General)

YOUR NAMEINVESTMENT ADVISORMob.: 98999 98999

PRODUCTSInsurance (Life, Health, General)

Mutual Funds

Post Office (Small Savings)

Direct Equity

FD, Bonds, PMS Services

All types of Loans

Real Estate Advisory Services

Insurance Planning

Retirement Planning

Investment Planning

Tax Planning

Estate Planning

Financial Planning

SERVICES

CompanyName

We as COMPANY NAME, incorporated in the year 0000 have Induvidual and Corporate Clients. We help

clients to achieve their Financial Needs with effective and Investment planning. We are Certified

Financial Planner by qualification and advising in various financial product. We offer comprehensive

financial advisory services.

The vision is to advise in businesses driven by customer satisfaction, commitment to excellence and

passion for continued value creation for all stakeholders. This vision has helped us grow and build the

trust of our customers and associates which is at the cornerstone of everything we do. Trust is also at

the heart of our success and the driver for passion for our success.

We are certified Mutual Fund and Insurance consultants recognized by the AMFI (Association of Mutual

Fund of India) and IRDA (Insurance Regulatory and Development Authority). We offer comprehensive

financial advisory services, having highly qualified and experienced team of financial advisors.

Over the years, We have diversified into other businesses and today has the presence in businesses

ranging from financial products, Equtiy, Mutual Fund, Insurance, Fixed Deposit, Bonds, PMS. Our rich

experience in Financial services, combined with executional capabilities and strong process & system

orientation, has enabled us to shape a rising growth trajectory in our businesses.

ABOUT US

PROFILE

YOUR NAMEINVESTMENT ADVISOR

We all need financial freedom for our better future. So how to become financially secured and achieve freedom? Does it require only investing money or even more? Let’s check out best ways to achieve financial freedom...

LUXURIOUSCAR

BIGHOUSE

EARLYRETIREMENT

QUALITY LIFEFOR YOURCHILDREN

FREEDOMFROM EMI

AD-00, Silver Square Point, Nr. Maruti Suziki Services, Opp. Petrol Pump,XYZ Road, Your City - 123 456, Dist. XYZZ, Gujarat.


Mob.: 98999 98999Tel.: 0123 4567890

E-mail: [email protected]: www.yourwebsiteaddress.com

Disclaimer : The above figures/projections are for illustrative purpose only. The situations/results may or may not materialise in future. For Tax provisions mentioned, please consult your Tax Advisor for details. Investments in Mutual Funds are

subject to market risks. Past performance may or may not be repeated in future. Please read the Offer Document carefully before investing in any scheme.

LOAN

PAYMENT

AVOID CHANGING PORTFOLIOAlways pay attention to correct asset allocation. For every financial goal, strategy should be different and always make a habit of periodically reviewing your portfolio.

WORRY FREE RETIREMENTAlways keep funds for retirement separate and start investment from young age itself. Invest in equity mutual funds via SIP. Also purchase sufficient health and life insurance at a young age. Your portfolio should include more of equity than debt.

BUDGET PLANNINGIt is important to prepare household budget and avoid unwanted expenses.

SAVE MONEY FOR CHILDREN’S FUTURERe-plan your investments once children are born. Regularly keep some funds separate for your kids. While saving for their education, marriage etc. always keep inflation in mind. Make sure not to use money kept aside for your children.

EMERGENCY FUNDUncertainty looms over everyone be it salaried people, businessman or others. Emergency fund should be kept for medical expenses or any unwanted expenses etc. Not considering for such unforeseen expenses can kill your monthly budget.

TAX PLANNINGFor tax saving, never wait for the financial year to end instead you should plan it at the beginning of the financial year. Include tax planning in your investment plan and keep monitoring the same frequently.

LOAN PAYMENTGive primary importance on paying for the car, home, personal & other loans. Keep aside emergency fund and plan your savings in such a way that you have sufficient funds that will last for some months.

EARLY RETIREMENTIf you are planning to retire before time then start saving from today itself. Start investments in equity mutual funds at a young age to beat inflation.



Mob.: 98999 98999Tel.: 0123 4567890


BEAT INFLATION & ACHIEVE YOUR FINANCIAL GOALS WITH...

INFLATIONTHE BIGGEST HURDLE IN ACHIEVING FINANCIAL GOAL

IF YOU WERE HAVING R1,00,000/- IN 1990, TODAY ITS VALUE AS PER 7% INFLATION RATE IS R16,300/-

1990R 1,00,000/-

1995R 69,570/-

2005R 33,670/-

2015R 16,300/-

2025

?



Mob.: 98999 98999Tel.: 0123 4567890


IF YOU HAD INVESTED R1,00,000/- IN EQUITY MUTUAL FUNDS IN 1999, TODAY ITS VALUE IS R13,65,416/- @ 19% CAGR

2000R 1,00,000/-

2004R 1.86 lacs

2007R 5.19 lacs

2010R 7.32 lacs

2015R 13.65 lacs

LUMPSUM15 YEARS PERFORMANCE IN EQUITY MUTUAL FUNDS

INVESTMENT

(Total number of schemes covered : 30, Returns as on 30th Apr, 2015) *15 Year Period From 30/04/2000 to 30/04/2015.



Mob.: 98999 98999Tel.: 0123 4567890


GOLDEQUITY

FD

R1.6 Cr.16 TIMES

returns in 12 YRSfrom 72 EquityMutual Funds

R23 lacs2.3 TIMES

returns in 12 YRS

R43 lacs4.3 TIMES

returns in 12 YRS

Current Value of Rs. 10 Lac. Period from 31/03/2003 to 31/03/2015. Average return of 72 Equity MF available in March 2003 considered

Bank FD Gold Avg of Equity MF0

200000

400000

600000

800000

1000000

1200000

1400000

1600000

1800000

23lacs

43lacs

1.6 croresPERFORMANCE OF DIFFERENT ASSET CLASSES



Mob.: 98999 98999Tel.: 0123 4567890


50% FundsInvestment has multipliedby more than 10 times.

THE BIG MONEY IS NOT IN THE BUYING AND SELLING BUT IN THE WAITING.

*Returns as on 31st March 2015. For Schemes with dividend option, dividend reinvestment has been considered on the date of dividend. Funds are arranged in alphabetical order. Source: Internal

Return CAGR (%)Scheme Name Value (R)

Birla Sun Life Advantage Fund Gr

Birla Sun Life Equity Fund - Gr

Birla Sun Life MNC Fund Gr

Birla Sun Life Tax Plan - Div

Birla Sun Life Tax Relief 96 Fund - Div

DSP BlackRock Equity Fund - Reg. Plan - Div

Franklin India Bluechip Fund Gr

Franklin India Prima Fund Gr

Franklin India Prima Plus Div

Franklin India Taxshield Gr

HDFC Capital Builder-Gr

HDFC Equity Fund - Div

HDFC Large Cap Fund - Gr

HDFC Taxsaver - Div

HDFC Top 200 Fund - Div

ICICI Prudential Tax Plan - Regular Gr

ICICI Prudential Top 100 Fund - Gr

Kotak 50 Equity Scheme Div

11.59

16.01

20.42

14.78

15.03

16.94

18.60

22.64

19.11

19.05

19.92

21.59

10.92

21.72

19.99

18.40

14.23

15.20

518,059

927,751

1,623,601

790,666

816,896

1,045,794

1,292,023

2,135,414

1,377,918

1,367,543

1,525,367

1,877,016

473,312

1,907,345

1,538,777

1,259,724

735,703

835,194


706,317

816,896

2,033,294

1,872,390

2,258,764

418,295

1,037,775

513,206

629,591

598,583

1,052,522

662,093

980,693

686,131

1,191,301

890,097

1,129,296

13.92

15.03

22.24

21.57

23.10

10.01

16.88

11.52

13.05

12.67

16.99

13.43

16.44

13.70

17.96

15.69

17.54

Principal Personal Tax Saver

Principal Tax Savings Fund

Reliance Growth Fund Gr

Reliance Vision Fund Gr

SBI Contra Fund - Regular Div

SBI Magnum Equity Fund - Div

SBI Magnum Global Fund - Div

SBI Magnum Multiplier Plus 93 - Div

SBI Magnum Tax Gain Fund - Div

Sundaram Growth Fund Gr

Sundaram Tax Saver - Div

Tata Ethical Fund - Gr

Tata Pure Equity Fund - Gr

Tata Tax Saving Fund Plan A - Div

Templeton India Growth Fund Gr

UTI Equity Fund - Div

Average

INVESTED R LUMPSUM INVESTED

R CURRENT VALUE

INVESTMENT PLAN IN EQUITY MUTUAL FUNDS



Mob.: 98999 98999Tel.: 0123 4567890


Sensex 21000January 2008

Sensex 28000March 2015

Sensex 9000February 2009

Sensex 15000January 2012

25.60*%SIP From Jan-2008 To June-2014

Monthly SIP Amount Total Amount Invested Current Value5,000 4,35,000

8,70,00011,21,45022,49,90010,000

“Anyone who is not investing now is missing a tremendous opportunity.” - Carlos Slim

*Average SIP Return of Top 50 MF Equity Schemes as on 31st March,2015

SYSTEMATICINVESTMENT PLAN

IN EQUITYMUTUAL FUND

ANEVERGREENINVESTMENT

MANTRA



Mob.: 98999 98999Tel.: 0123 4567890


22 FundsHave made their SIP investorsCrorepati (for a monthly SIPof R10,000 for 15 years)

THE BIG MONEY IS NOT IN THE BUYING AND SELLING BUT IN THE WAITING.

*Returns as on 31st March 2015. For Schemes with dividend option, dividend reinvestment has been considered on the date of dividend. Investment assumed to be done on 10th of every month. Funds are arranged in alphabetical order. Source: Internal

INVESTED R SIP R10,000/- PER MONTH

R CURRENT VALUE

SYSTEMATICINVESTMENT PLANIN EQUITY MUTUAL FUNDS


Birla Sun Life Advantage Fund Gr

Birla Sun Life Equity Fund - Gr

Birla Sun Life MNC Fund Gr

Birla Sun Life Tax Plan - Div

Birla Sun Life Tax Relief 96 Fund - Div

DSP BlackRock Equity Fund - Reg. Plan - Div

Franklin India Bluechip Fund Gr

Franklin India Prima Fund Gr

Franklin India Prima Plus Div

Franklin India Taxshield Gr

HDFC Capital Builder-Gr

HDFC Equity Fund - Div

HDFC Large Cap Fund - Gr

HDFC Taxsaver - Div

HDFC Top 200 Fund - Div

ICICI Prudential Tax Plan - Regular Gr

ICICI Prudential Top 100 Fund - Gr

Kotak 50 Equity Scheme Div

18.50

22.34

25.14

21.62

19.97

23.26

21.31

26.39

23.62

22.51

22.65

24.55

14.46

23.85

23.85

24.19

19.35

20.30

8,371,117

11,753,304

15,070,436

11,026,730

9,529,319

12,752,849

10,728,124

16,841,105

13,166,996

11,931,835

12,080,923

14,300,758

5,881,594

13,438,670

13,438,670

13,850,661

9,021,944

9,811,213


7,626,838

8,527,271

18,065,914

13,630,987

13,655,221

8,686,430

16,310,814

11,900,131

13,426,742

7,357,669

10,101,647

11,333,796

10,549,190

9,707,731

9,898,310

8,990,179

11,551,915

17.44

18.71

27.18

24.01

24.03

18.92

26.03

22.48

23.84

17.03

20.63

21.93

21.12

20.18

20.40

19.31

22.15

Principal Personal Tax Saver

Principal Tax Savings Fund

Reliance Growth Fund Gr

Reliance Vision Fund Gr

SBI Contra Fund - Regular Div

SBI Magnum Equity Fund - Div

SBI Magnum Global Fund - Div

SBI Magnum Multiplier Plus 93 - Div

SBI Magnum Tax Gain Fund - Div

Sundaram Growth Fund Gr

Sundaram Tax Saver - Div

Tata Ethical Fund - Gr

Tata Pure Equity Fund - Gr

Tata Tax Saving Fund Plan A - Div

Templeton India Growth Fund Gr

UTI Equity Fund - Div

Average



Mob.: 98999 98999Tel.: 0123 4567890


FOR OUR HIGHER EDUCATION



Mob.: 98999 98999Tel.: 0123 4567890


R28.63lacs

R45.99lacs

R66.35lacs

15%

R5,000/-p.m.

8%

15%

Investment amount R12 lacs

CAGR

CAGR

CAGR

12%

20yrsReturn

R16.99lacs

R23.80lacs

R30.82lacs

R5,000/-p.m.

8%

15%

Investment amount R9 lacs

CAGR

CAGR

CAGR

12%

15yrsReturn

AN APPROPRIATE INVESTMENT PLAN FOR THE CHILDREN’S HIGHER EDUCATION

SYSTEMATIC INVESTMENT PLANIN EQUITY MUTUAL FUNDS

The survey* highlights that the rising cost of education, has become a major cause of worry for parents. Majority of parents spend on average more than

in raising a child by the time their teen graduates from high school.

18-20LACS

*Source:http://timesofindia.indiatimes.com/india/Rising-cost-of-education-worries-parents-survey-shows/articleshow/17946981.cms

of parents spend more than half of their take-home pay on their

children's education and extra co-curricular activities placing signi�cant burden on their family budget.

65%

169%has been the rise in in�ation in primary and secondary education from 2005 to 2011, according to a survey by Assocham.Source: www.assocham.org/prels/shownews-archive.php?id=2813



Mob.: 98999 98999Tel.: 0123 4567890


SIPSYSTEMATIC INVESTMENT PLAN

REASONS FOR INVESTING INEQUITY MUTUAL FUNDS WITH6

SUPER

ACHIEVEFINANCIAL

GOAL

POWER OFCOMPOUNDING

TAX FREE LONG TERM

CAPITALGAINS

TAXSAVINGu/s 80C

WITH ELSSLONG TERMWEALTH

CREATION

TAX FREEDIVIDEND



Mob.: 98999 98999Tel.: 0123 4567890


@15

%C

AG

R

MR SAXENA

MR GUPTA

SAVING STARTING AGE 25 YEARS

MONTHLY SAVINGS R 5,000/-

SAVING TILL AGE 60YRS 35 YEARS

TOTAL AMOUNT SAVED R 21 LACS

WEALTH AT AGE 60 YRS R 5.70 CRORES

45 YEARS

R 15,000/-

15 YEARS

R 27 LACS

R 0.92 CRORES

0.92 CRORES

5.70 CRORES

25 YEARS 60 YEARS45 YEARS

GET ADVANTAGE OFPOWER OF COMPOUNDING

RIGHT ASSET CLASSEQUITY MARKET HAS OUTPERFORMED ALL OTHER INVESTMENT AVENUES

Growth in Different Asset Classes from March 1981 to March 2015Source: Gold-Handbook of Statistics on Indian Economy, RBI. Silver - Handbook of Statistics on Indian Economy, RBI. Sensex - www.bseindia.com, Slide of PPT of HDFC MF.Co Deposits - assumed (1% higher than Bank FD Rate). Bank Deposits - Handbook of Statistics on Indian Economy, RBI. Inflation(WPI) - Handbook of Statistics on Indian Economy, RBI

15.9

9.88.6

1.8

8.8 8.8

2.0 2.0

6.7

INFLATION GOLD SILVER BANK DEPOSITS CO. DEPOSITS SENSEX

3.0

8.6

18

16

14

12

10

8

6

4

2

0

-2

Actual Gain Real Gain1,28,416

SENSEX

8,410

15,946 15,38622,183 16,404

INFLATION GOLD SILVER CO. DEPOSITS BANK DEPOSITS

110000

90000

70000

50000

30000

10000

-10000

Growth of Rs. 1,000 in Di�erent Asset Classes


SIP helps you set aside a fixed amount every month for

investments, thus contributing towards your financial goal in life.

START SAVING FOR YOUR FUTURE WITH MUTUAL FUND

SIP TODAY



Mob.: 98999 98999Tel.: 0123 4567890


ASSUMPTIONS

Current Age25

Monthly IncomeR 25,000/-

MonthlyHouse Hold Expenses

R20,000/-Income Growth

10%In�ation Rate

7%Rate of Return

15%

Saving for Retirement7%

(Of Monthly Income)

Mr. Girish

ASSUMPTIONSMr. Girish

Retirement Age61

Life Expectancy85

Monthly IncomeNIL

Monthly House Hold Expenses

R 2,13,531/-In�ation Rate

7%Post RetirementRate of Return

9%

Post RetirementRetirement KittyR 5,08,03,512/-

RETIREMENT...BE READY FOR

LET’S DETERMINE HOW YOU CAN REACH YOUR DESIRED RETIREMENT KITTY COMFORTABLY...

You will discover that retirement is the doorway to a new stage of your life, one where you control your time and your activities. Want to go to an afternoon movie in the middle of the week? You can do it!

Want to spend a couple of days watching cricket tournament? You've got the time! Want to learn to play the piano or travel abroad...

GO RIGHT AHEAD.

START EARLY+

INVEST IN RIGHT ASSET CLASS+

SAVE REGULARLY=

PEACEFUL RETIREMENT LIFE

SIMPLE, SMART & TIME TESTEDFORMULA TO ACHIEVE GOALS



Mob.: 98999 98999Tel.: 0123 4567890


RETIREMENT KITTY(WITH RETURNS)

R 24,150/-

TOTAL SAVINGS YEAR-END BALANCE

MONTHLY INVESTMENT

R 1,750/-

MONTHLY INCOME

R 25,000/-

Mr. GirishAGE 25


R 8,69,050/-


MONTHLY INVESTMENT

R 4,539/-

MONTHLY INCOME

R 64,844/-

Mr. GirishAGE 35


R 1,25,28,353/-


MONTHLY INVESTMENT

R 18,961/-

MONTHLY INCOME

R 2,70,868/-

Mr. GirishAGE 50


R 23,00,359/-


MONTHLY INVESTMENT

R 7,310/-

MONTHLY INCOME

R 1,04,431/-

Mr. GirishAGE 40

KEEP YOUR RETIREMENT KITTY ON TRACK...


R 5,90,41,520/-


MONTHLY INVESTMENT

R 49,179/-

MONTHLY INCOME

R 7,02,561/-

Mr. GirishAGE 60



Mob.: 98999 98999Tel.: 0123 4567890


LAY A GOLDEN EGGEVERY YEAR WITH ELSS

EQUITY LINKED SAVING SCHEME IN MUTUAL FUNDS

*For F.Y. 2015-16 & a resident individual falling under the highest tax bracket.SAVE UPTO R46,350/- EVERY YEAR



Mob.: 98999 98999Tel.: 0123 4567890


SMART WAY TO SAVE TAX & CREATE WEALTH

Total Investment of R15 lacs Worth Today

R 1 LACS INVESTED EVERY YEARMARCH 2000 - MARCH 2014 R -

LACSR -

LACSAt 21.60% return as on 31st Dec. 2014 *Average of 8 ELSS funds

TAX exemption limit u/s 80C ofthe IT Act 2015-16 increased from R1,50,000/-

LEAST LOCK-INPERIOD OF 3 YEARS

TAX FREE LONG-TERM CAPITAL GAINS

TAX FREE DIVIDENDS*Amount in s - Based on Tax Slab for FY 2014-15- Assuming an investment of s 1,50,000 in ELSS in this Financial Year*Please see the income tax rules for details.

Effective way of saving taxes Through (ELSS)

YOUR EARNING TAX WITH ELSS YOU SAVE

5,00,000 10,300 15,450

7,50,000 46,350 30,900

10,00,000 97,850 30,900

12,50,000

TAX WITHOUT ELSS

25,750

77,250

1,28,750

2,06,000 1,59,650 46,350

Tax Benefit u/s 80C on investments upto s 1.5 lac per annum Tax Free Dividends

EQUITY RETURNS + TAX SAVING u/s 80CELSSSAVE TAX WITH



Mob.: 98999 98999Tel.: 0123 4567890


Lets see the impact of STOPPING the SIP...


SIP

to achieve our goals & dreams in life...START SIPWE

With believe of getting good returns and achieving our goals and dreams...CONTINUEWE SIP

Due to our sentiments and unforced adviceswithout realising its e�ect on our goals and dreams.

STOPWE SIP

R8,84,900/-R8,84,900/-Let’s see how?

You have lost...

SIP OF R10,000/- STARTED IN SEPT. 2008

SIP TENURE60 MONTHS

AVG SIP RETURN*6.25%

AMOUNT INVESTED6,00,000/-

RETURN VALUE7,02,600/-

SIP TENURE80 MONTHS

AMOUNT INVESTED8,00,000/-

* Av

g SI

P Re

turn

of 1

10 e

quit

y fu

nds

SIP STOPPED INAUGUST 2013

SIP STILLCONTINUE TILLAPRIL 2015...

AVG SIP RETURN*20.27%

RETURN VALUE15,87,500/-

A successful investor has a good knowledge base, a well-defined investment plan, and nerves of steel to stick with it. - Andrew Clarke



Mob.: 98999 98999Tel.: 0123 4567890


Zamana Badal Raha Hai...aur saving ka tarika bhi...

The money lying idle in your Savings & Current account should be invested in liquid funds. Not only do you get additional returns* on your money, but it is also extremely easy to transact, invest & redeem your money from the same.

Why Liquid funds?Money can be invested even for 1 dayBetter returns than your Savings/Current accountNo entry or exit loads/chargesHigh liquidity

Key Features:

LIQUID FUNDSInvest in

EASY TO INVEST - EASY TO WITHDRAWGet Safety, Liquidity & Better Returns...

Mutual fund investments are subject to market risks. Read all scheme related documents carefully.



Mob.: 98999 98999Tel.: 0123 4567890


aur investment ka tarika bhiZamana Badal Raha Hai!

N J T R A D I N G & D E M AT ACCO U N T

TADATADAEASY - ACCURATE - CONVENIENT

PRESENTING

A COMPREHENSIVE PLATFORM SMARTLY DESIGNED TO BRING EASE AND CONVENIENCE IN MANAGING YOUR INVESTMENTS.



Mob.: 98999 98999Tel.: 0123 4567890


A comprehensive platform especially designed keeping in mind the simplicity, accuracy & convenience of the client.

NJ Trading Account & Demat Account (TADA) service, helps avoid the hassles & worries of doing physical transactions. NJ TADA offers convenience in doing transactions in simple, accurate, time and cost effective manner in multiple modes. It is a revolutionary platform, which will empower you with great flexibility of transactions irrespective of product category, transaction modes and payment option.

N J T R A D I N G & D E M AT ACCO U N T

TADATADAEASY - ACCURATE - CONVENIENT

NJ TRADING & DEMAT ACCOUNT TRANSACTION FACILITIES

NJ TRADING & DEMAT ACCOUNT FEATURES

MUTUAL FUNDSPurchaseSystematic Investment Plan (SIP)

Inter AMC SwitchInter AMC STPRedemption

CAPITAL MARKET BuySell

EXCHANGE TRADED FUNDBuySell

Systematic Investment Plan (SIP)

NO GEOGRAPHICAL BARRIERTransaction can be done from anywhere

OPERATIONAL EASE

Single payment against multiple transactionsSingle contact point for all information and updates

TAX BENEFIT U/S 80CCGAdditional tax benefit with RGESSAll eligible securities available**

INNOVATIVE TRANSACTIONS.Inter AMC Switch/STPSIP In Exchange Traded Funds

System driven transaction processHIGH ACCURACY & SPEED

SINGLE WINDOW - MULTIPLE PRODUCTSMutual FundsEquity Shares

Exchange Traded Funds

EASY & MULTIPLE MODES OF TRANSACTIONS

OnlineMobile

Offline***On Phone*** (Call)

New KYC & bank proof required*No other documents needed

ONE TIME DOCUMENTATION

SMS/Email alerts for transaction doneAUTO TRANSACTION ALERTS

CONVENIENT & SECURED PAYMENT OPTIONSDebit CardNet Banking

Auto Debit/ECSCheques

CENTRALISED CUSTOMER CARE

All query solutions at single pointCall 1800 200 0155

Transaction reportValuation report

Profit & Loss reportCOMPREHENSIVE REPORTS

* As per the KYC guidelines issued by SEBI from time to time. **As per the guidelines of finance ministry from time to time. ***Terms and conditions applicable.



Mob.: 98999 98999Tel.: 0123 4567890


DownloadMobile Application APPLE

(App Store)BLACKBERRY

(App World)ANROID(Play Store)

Visit www.njwealth.infrom your mobile browser and

download NJ Mobile Trading Account Platform for your respective

mobile platform

or

Purchase

Redeem

Switch

AN EXCLUSIVE MOBILE APPLICATION TO TRANSACTIN MUTUAL FUND WITH NJ TRADING ACCOUNT

*Currently the New Purchase facility is available to customers registering their bank account and auto debit mandate of ICICI Bank, HDFC bank or AXIS Bank in the Trading and Demat Account.

NJ Trading Account is now available as Mobile Application, o�ering you the freedom to make Mutual Fund transactions - any time, anywhere. Now making a transaction is a matter of seconds with the application's simple & easy interface. Download your mobile application today !!

Go Mobile...

PRESENTING

Go Mobile...

PRESENTING

Do Mutual Fund Transactionlike Purchase, Redeem, Switch from your Mobile....

PURCHASE

GiveCon�rmation

STEP - 3

FillDetails

STEP - 2STEP - 1

Click onPurchase

Con�rmationMessage

STEP - 4IT’S

DONE...

On the way to his office Mr. Baldev decided to invest an additional amount of C2,00,000 in an existing Mutual Fund scheme in his portfolio. It took him hardly 5 minutes on NJ Trading Account (Mobile App.) to make the transaction & he received an instant confirmation too.

With NJ M-TAP, now doing a transaction is just a matter of clicks on your mobile screen.

Mr. Baldev Sinha (Businessman - Mumbai)

Mr. Rahul is on the way to Jaipur for a tour and on break of his journey, he decided to invest in a New Mutual Fund Scheme whose return is good. He found it so easy to do it with NJ Trading Account (Mobile Application) that in few minutes he made the Purchase & he received a confirmation too, instantly.

With NJ M-TAP, now doing a transaction is just a matter of clicks on your mobile screen.

Mr. Rahul Goel ( Manager - Gurgaon)



Mob.: 98999 98999Tel.: 0123 4567890


Birla Sun Life Top 100 Fund - DivBNP Paribas Midcap Fund - GrKotak Select Focus Fund - GrL&T India Special Situations Fund - GrMirae Asset India Opportunities Fund - DivMARS Equity Portfolio (E100)CNX 500

-1.132.140.15-0.01-1.050.06-2.09

1Month

3Months

6Months

12Months

9.249.16

12.049.547.079.405.58

14.1020.4822.6816.3016.6418.059.71

48.9065.6557.8751.0252.8255.2737.82

Tata Floater Fund Plan A - GrKotak Equity Arbitrage Fund - Div TATA Short Term Bond Fund Plan A - GrBNP Paribas Short Term Income Fund - Gr

0.730.740.740.91

2.181.862.943.03

4.374.035.124.94

9.228.99

10.5610.05

9.239.04

10.559.87

Since Inception

1Month

3Months

6Months

12Months

Since Inception

51.3369.7459.1454.2754.7457.8540.45

Performance as on 31 Dec 14. Inception Date 16 Dec 13.Returns for one year or less period are on an absolute basis and for more than a year period is on CAGR basisDividends are assumed to be reinvested. *As per features and not as per taxation.

EQUITY SCHEMES PERFORMANCE

DEBT SCHEMES* PERFORMANCE

PORTFOLIO PERFORMANCE

MUTUAL FUND AUTOMATED PORTFOLIO REBALANCING SYSTEM

MARSMARS

Give WINGS to yourInvestments...

Every investor while investing wishes to maximise his returns while minimising his risk. MARS (Mutual Fund Automated Portfolio Rebalancing System) tries to overcome these issues for investors whereby they can manage their asset allocation and invest in better performing schemes by the click of a mouse and maximise their returns. As the process is system driven and operationally smooth, it also helps weed out behavioural biases. MARS gives a wide array of portfolios to choose from to the investor based on his risk appetite and periodically triggers portfolio rebalancing based on deviations from the asset allocation of the model portfolio resulting in superior returns to the investor over a period of time.

Disclaimer: Mutual Fund investments are subject to market risks. Investors are advised to read the o�er documents/scheme related documents and other risk factors carefully before investing in any scheme. The past performance of a scheme is not indicative of its future performance. Investors are advised to take advice of experts before making any investment decisions.



Mob.: 98999 98999Tel.: 0123 4567890


LUMPSUM INVESTMENT

READY RECKONER

(CAGR)VALUE OF INVESTMENT DONE FOR 10 YEARS

Investment 8% 12% 15% 20%

10,79521,58953,973

107,946161,919

215,892431,785

1,079,4622,158,925

15,52931,05877,646

155,292232,939310,585621,170

1,552,9243,105,848

20,22840,456101,139

202,278303,417404,556809,112

2,022,7794,045,558

20,22840,456101,139

202,278303,417404,556809,112

2,022,7794,045,558

5,00010,00025,00050,00075,000

100,000200,000500,000

1,000,000

VALUE OF INVESTMENT DONE FOR 15 YEARSInvestment 8% 12% 15% 20%

15,861 31,722 79,304 158,608 237,913 317,217

634,434 1,586,085 3,172,169

27,368 54,736 136,839 273,678 410,517 547,357 1,094,713 2,736,783 5,473,566

40,685 81,371

203,427 406,853 610,280 813,706 1,627,412 4,068,531 8,137,062

77,035 154,070 385,176 770,351 1,155,527

1,540,702 3,081,404 7,703,511

15,407,022

5,00010,00025,00050,00075,000

100,000200,000500,000

1,000,000


23,305 46,610 116,524

233,048 349,572 466,096 932,191

2,330,479 4,660,957

48,231 96,463 241,157 482,315 723,472 964,629 1,929,259 4,823,147 9,646,293

81,833 163,665 409,163 818,327 1,227,490 1,636,654 3,273,307 8,183,269 16,366,537

191,688 383,376 958,440 1,916,880 2,875,320 3,833,760 7,667,520 19,168,800 38,337,600

5,00010,00025,00050,00075,000

100,000200,000500,000

1,000,000


34,242 68,485 171,212

342,424 513,636

684,848 1,369,695 3,424,238 6,848,475

85,000 170,001

425,002 850,003 1,275,005 1,700,006 3,400,013 8,500,032 17,000,064

164,595 329,190 822,974 1,645,948 2,468,921 3,291,895 6,583,791 16,459,476 32,918,953

476,981 953,962 2,384,905 4,769,811 7,154,716

9,539,622 19,079,243 47,698,108 95,396,217

5,00010,00025,00050,00075,000

100,000200,000500,000

1,000,000

Disclaimer: Investments in Mutual Funds are subject to market risks. Past performance may or may not be repeated in future. Please read the offer document carefully before investing into any scheme. All Values in R



Mob.: 98999 98999Tel.: 0123 4567890


SIP INVESTMENT

READY RECKONER


90,642 181,284 362,568 906,420 1,812,840 3,625,680 4,532,100 9,064,200 18,128,400

Total Investment**

60,000 120,000 240,000 600,000 1,200,000 2,400,000 3,000,000 6,000,000 12,000,000

131,509 263,018 526,036 1,315,090 2,630,180 5,260,360 6,575,450 13,150,900 26,301,800

172,156 344,312 688,624 1,721,560 3,443,120 6,886,240 8,607,800 17,215,600 34,431,200

172,156 344,312 688,624 1,721,560 3,443,120 6,886,240 8,607,800 17,215,600 34,431,200

5001,0002,0005,000

10,00020,00025,00050,000

100,000


169,889 339,778 679,556 1,698,890 3,397,780 6,795,560 8,494,450 16,988,900 33,977,800

Total Investment**

90,000 180,000 360,000 900,000 1,800,000 3,600,000 4,500,000 9,000,000 18,000,000

237,966 475,932 951,864 2,379,660 4,759,320 9,518,640 11,898,300

23,796,600 47,593,200

308,183 616,366 1,232,732 3,081,830 6,163,660 12,327,320 15,409,150 30,818,300 61,636,600

477,730 955,460 1,910,920

4,777,300 9,554,600 19,109,200 23,886,500 47,773,000 95,546,000

5001,0002,0005,000

10,00020,00025,00050,000

100,000


286,330 572,660 1,145,320

2,863,300 5,726,600 11,453,200 14,316,500

28,633,000 57,266,000

Total Investment**

120,000 240,000 480,000 1,200,000 2,400,000 4,800,000 6,000,000 12,000,000 24,000,000

459,929 919,858 1,839,716

4,599,290 9,198,580 18,397,160

22,996,450 45,992,900 91,985,800

663,537 1,327,074 2,654,148 6,635,370 13,270,740 26,541,480 33,176,850 66,353,700 132,707,400

1,238,097 2,476,194 4,952,388 12,380,970 24,761,940 49,523,880 61,904,850 123,809,700 247,619,400

5001,0002,0005,000

10,00020,00025,00050,000

100,000


457,420 914,840 1,829,680 4,574,200 9,148,400

18,296,800 22,871,000 45,742,000 91,484,000

Total Investment**

150,000 300,000 600,000 1,500,000 3,000,000 6,000,000 7,500,000 15,000,000 30,000,000

851,103 1,702,206 3,404,412 8,511,030

17,022,060 34,044,120 42,555,150 85,110,300

170,220,600

1,378,280 2,756,560 5,513,120

13,782,800 27,565,600 55,131,200

68,914,000 137,828,000 275,656,000

3,130,133 6,260,266 12,520,532 31,301,330

62,602,660 125,205,320 156,506,650 313,013,300

626,026,600

5001,0002,0005,000

10,00020,00025,00050,000

100,000

Disclaimer: Investments in Mutual Funds are subject to market risks. Past performance may or may not be repeated in future. Please read the offer document carefully before investing into any scheme. All Values in R



Mob.: 98999 98999Tel.: 0123 4567890



E-mail: [email protected] Website: www.yourwebsiteaddress.com


Mob.: 98999 98999Tel.: 0123 4567890

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