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Imple: S I I P
Imple: S I I P
Simple
Min Investment of only Rs.500
Intelligent
Benefit from the Power of Compounding
Practical
Link to your Financial Goals
Did you know ? If your current monthly expenses are Rs. 30,000/- p.m, after 20 years you will require Rs. 80,000/- p.m to maintain the same lifestyle
Assuming inflation rate of 5%
Did you know ? An education degree for your child which currently costs Rs. 10 lakh will cost Rs. 21 lakh after 15 years.
40 Middle Age
60 Retirement
All individuals have a finite period to save for their investment goals
Today
5 years
15 years
20 years
Today
5 years
15 years
20 years
At inflation of 5%
10.3% 6.7%
8.9%
Inflation
Gold Growth
BSE Sensex
Individual investors are scared of .. The Downside Risk in Equities The Risk of Market Volatility The Risk of Market Timing
16.90% 15.07%
16.02%
Debt Instrument Monthly investment Assumed annualised return Final corpus Rs. 5,000
Summary
Investors needs to save regularly and invest those savings in higher return assets to create wealth
Long Term Systematic Monthly Investment in equity schemes is ideal for this
Retirement Planning
Monthly Household Expenses 83,579 Retirement corpus required to meet post retirement expenses. (if invested at 7%)
1.4 crore
30,000
Inflation 5%
Monthly investment needed to meet post retirement expenses 21 Yrs at 12% at 15% 12,583 8,083 5,090
Today
at 18%
Childs Education
Educational Degree
34,20,000 20,00,000
Inflation 5%
Monthly investment needed to achieve this goal at 12% at 15% 12,456 10,166 8,237
at 18%
Present
Childs Marriage
Present
Benefit : 1
Benefit : 2
Benefit : 3
Flexibility
You can choose from a wide array of schemes You can decide to keep invested amounts in an earlier scheme & invest future SIP instalments into a new scheme
Benefit : 4
Added Convenience
Auto debit facility across major cities in India Regular account statements Redemption request directly credited into your bank account
A Rupee Saved Is A Rupee Earned - A Long Journey Begins With A Small Step
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