Invester Awareness

Programme
Presented By: Stock Holding Corporation Of India Ltd.
Financial Planning & Its Importance
Stages of Life
Instruments those help us doing
Investments
● Mutual Funds

● Fixed Deposits

● Pension Funds

● Shares

● Gold
Mutual Funds
Why Mutual Funds……?

● Flexible.
● Inflation adjusted Returns.
● No Upper Limit.
● Averaging Benefit (Magic of Compounding).
● Benefit of both Equity & Debt.
● Investment in diversified shares as well as sectors.
● Tax free upto 100000 interest earned
● Tax Saving (ELSS)
Sample PORTFOLIO of a Fund
Ways to Invest in Mutual Funds

● SIP (Systematic Investment Plan)

● LUMPSUM
NAV averaging over the years
NPS(National Pension System)
Portfolio Managers in NPS

● HDFC Pension Fund

● UTI pension Fund
● SBI pension Fund
● Kotak Pension Fund
● Reliance Pension Fund
● LIC Mutual Fund
● Aditya Birla pension Fund
DEMAT A/C
About us

● Incorporated as a Public Limited Company in 1986

● Promoted and owned by leading Financial Institutions and Insurance Majors
● One-stop solution provider in the Financial Services domain
● Institutional status
● Proven track record of process, operational and service capabilities
● Trust of over 50 million customers
THANK YOU