Offers

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MUTUAL FUNDS
Rs 1000

& Above

Expected ROI 12-14% p.a
Approx 5 years ROI @ 12% CAGR
1000p.m expected to become 82000 10000p.m expected to become 820000
Strategic :
Diversified Asset Allocation
Systematic:
(SIP / SWP/STP/STRIP/LUMPSUM)
Secured :
Balanced as per your risk profile
Specialized :
Customized portfolio for You
PORTFOLIO ADVICE
Rs 25000

& Above

Expected ROI 20-30% p.a
Approx 5 years ROI @ 25% CAGR
25000 expected to become 86000 100000 expected to become 345000
Strategic :
Diversified Sectoral Allocation
Systematic :
Fundamental&Technical analysis
Secured :
SL/Timely switches Diversified .
Specialized :
Customized portfolio for You
TAX PLANNING
Rs 20000

& Above

Expected ROI + Savings on Tax 7-9% p.a
Approx 5 years ROI @ 8% CAGR
Invested/TaxSaveExp/ROIExp/TotalExp
50000         15450       74500       89950
150000       46350     223500     269850
Strategic :
ELSS/ULIP/INSUR/PPF etc.
Systematic :
80C / 80 D / 80E / 80G /
Secured :
Tax saving Govt. approved
Specialized :
Tax saving + ROI for you
INSURANCE
Rs 2500

& Above

Expected Protection on Investment 100%
Insurance estimates assuming age 30-35 years
                     Invested        Sum Assured
Health: -             4000    300000 approx Pers Accident: - 2600  1000000 approx Life: -                   5000  1200000 approx
Strategic :
Risk/Protection Assessment
Systematic :
Insurance (Life/Health/General)
Secured :
Service from Inception to Claim
Specialized :
Customized plans+Risk protection

Note 1. All investments subject to Market Risks  2. All insurance products with varied sum assured available.
3. Projections based on past performance only.   4. Actual calculations vary according to age &other attributes.

 

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