As an investor, what if you had a Solution that gives you the Best Performing Mutual Fund Schemes, with the benefits of Asset Allocation and Portfolio Rebalancing......... WY ro understand more on thi, please contact: ‘suRYAANSH = AKSHAY PANDIT on 9816184422 or whatsapp on 9805084422Mutual Fund Automated Portfolio Rebalancing System (MARS) NJ MARS manages asset allocation of your portfolio in line with the market movement based on solid NJ research (increases equity exposure when markets are cheap and decreases exposure when markets are expensive). This helps in capturing the upside in the market while protecting the downside. Also, your money is invested in consistently performing schemes, shortlisted based on NJ research. The non performing schemes, if any, in the portfolio, are replaced with better schemes on an annual basis. What's more interesting, all these transactions related to investment and rebalancing in the portfolio are done on a click of a button from your desktop or smart phone without the requirement of filling lengthy forms!! H ~AKSHAY PANDIT on 9816184422 or whatsapp on 9805084422 ‘SURVsMARS ASSET ALLOCATION TIME LINE In Dec 13, MARS had 80% allocation to Equity, but as markets rose sharply by 50% in just 15 months (Dec13 to Mar15), it reduced its exposure to equity 40%. = Due to this change, the fall in Portfolio value was very low when market fell by more than 20% in 11 months (Mar15 to Feb16) and MARS Portfolio just fell by 2%. + Then in Feb 16, as valuations became attractive again, MARS increased allocation to Equity to 65%. Loreto | omer | vee | oe fren | Ey 20 aT86 20.560 18.32 BHO o a 58a TS 20TE Ze. 25 5 5355 25500 318 030372015 40 0 7.346 235 25.28 2022016 e 3 583 22.905 20.02 0310972016, 30 70 7.576 28,797 26.56 077032017 50) 30 7785 23,162 2678 3082017 40 30 3055 3730 2088 0510372018 2 75 9.136 33,747 30.37 05/0972016 2 75 9515 35.242 35.60 2a72019 40 30 9574 35,767 3125 Mw ‘SURYs To understand more on this, please contact: AKSHAY PANDIT on 9816184422 or whatsapp on 9805084422TWO INVESTOR INVESTED < 1 LAC Mr. X Mr.Y i Invested in Ee Equity & Debt MF Schemes (£- To understand more on this, please contact: AKSHAY PANDIT on 9816184422 or whatsapp on 9805084422 = "AANSHCHANGE OF GOVERNMENT NIFTY 500 GOES FROM 4,756 TO 7,346 Market went up from Oct'13 to Mar'15 Mr. X Mr.Y Period Period 16/12/13 - 03/03/15 | 16/12/13 - 03/03/15 Invested Invested 1,00,000 %1,00,000 Return Return 54.4% 50.9% ee bee Current Value Current Value LEE EE ELE 21,54,458/- %1,50,900/- WL. re understand more on tis, please contact AKSHAY PANDIT on 9816184422 or whatsapp on 9805084422 "AANSHFALL IN THE MARKET NIFTY 500 FALL FROM 7,346 TO 5,833 Market fell for the next year Market Faling Nifty S00; -20.63% DAMA: 2.32% 2 9 oo ee PPL EL OEE, Mr.X Mr.Y Period Period 03/03/15 - 12/02/16 | 03/03/15 - 12/02/16 Return Return -20.6% +2.3% Current Value Current Value %1,22,645/- %1,48,300/- SWE to understand more on this, please contact: "AANSH NSH AKSHAY PANDIT on 9816184422 or Whatsapp on 9805084422MARKET RUNS AGAIN NIFTY 500 GOES FROM 5,833 TO 6,804 Market again started moving from Feb’16 Market Fling Mr.X MrY Period Period 12/02/16 - 30/11/16 | 12/02/16 - 30/11/16 Return Return 21.4% 21.0% Current Value Current Value SDAA L3H 71,48,928/- 1,78,397/- SO a WL. re understand more on tis, please contact AKSHAY PANDIT on 9816184422 or whatsapp on 9805084422 "AANSHMr. Y MADE HIGHER RETURNS Mr. Y made high returns as his Equity and Debt ae allocation kept uy ienais-son116 _, changing 16/1 ahs GONG Invested along with the Invested 21,00,000 market %1,00,000 Return Return 48.9% ETN el 143) 78.4% Current Value RETURN WITH Current Value 21,48,928/- LOWER RISK WY ro understand more on thi, please contact: ‘suRYAANSH = AKSHAY PANDIT on 9816184422 or whatsapp on 9805084422RISE LOWER TO MARKET BUT FALL LOWER DURING MARKET FALL n Market Rising Nifty $00 TRE: 62.28% 22 - —DAAR AAA: 4BS8K 22 —nitey 500 TRI 0 9 Markt Rising Nifty 500 TRI: 56.26% Vana: 5087% Marketing -Mifty’500 TRk -19.88% Market Cycle DAAK:-232% — ____ ity 500T: 103.179 DAA: 118 36% Dees sunt Bee1d Jur2 VEEIS WUNAG VeEIB MMM? DeEAT NNMIB EEE WUNI9 (£- To understand more on this, please contact: AKSHAY PANDIT on 9816184422 or whatsapp on 9805084422 "AANSHMr. ¥ Invested in Ni/MARS| Tn COE SWZ to understand more on this, please contact: ‘SUBYAANSH ~AAKSHAY PANDIT on 9816184422 or whatsapp on 9805084422Scheme Selection Process The underlying Mutual Funds Schemes selected by NJ Research Team by doing Quantitative Analysis as well as Qualitative Analysis. Quantitative Analysis All diversified schemes are analyzed on Qtr on Qtr basis for last 3 years and Top Decile (10%) most consistent scheme in last 12 Qtr becomes selection universe. Out of top decile schemes, Schemes managed by bottom scoring Fund Managers got, eliminated. Rest of schemes got filtered by elimination schemes from bottom scoring AMC. Now we have most consistent Mutual Fund schemes managed by most consistent Fund Manager and most consistent AMC those outperformed 90% of industry schemes. Qualitative Analysis In Qualitative analysis NJ research team define the Composition of portfolio (Large Cap, Multi Cap, Mid Cap, Small Cap, Focused, Value or Growth) and final 5 equity funds selected after personal interaction with Fund Management Team of respective AMC. ‘Same process for Debt Funds MY ro understand more on this, please cont AKSHAY PANDIT on 9816184422 or whatsapp on 9805084422 ‘SURVAANSH