A better way to plan for your dreams iName Booster * 3-in-1 iChoose My Date # Pause Perpetual Super Features of Super SIP *SIP Top-up. #Any Day SIP Mutual Fund
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
A better way to plan for your dreams
iName Booster* 3-in-1 iChoose My Date# Pause Perpetual
Super Features of Super SIP
*SIP Top-up. #Any Day SIP
Mutual Fund
ConvenientSimple
Online Shopping Cab Aggregators Mobile Phones
Offl ine Shopping Kali Pil i Wired Landlines
Better
Innovation has made Life…
has been one such innovation
SIP(Systematic Investment Plan)
Allowing investors to invest small and
on regular basis
Managing market volatility & eliminating need for market timing
Helping investors grow wealth multi-fold
with Power of Compounding
SIP has made l i fe simple,convenient and better by
Helping beat inflation Helping you buy more when the markets are down and vice versa(Rupee Cost Averaging)
Offering hassle free & convenient investing
SIP has made l i fe simple,convenient and better by
However, innovat ion is a cont inuous process & even SIP has to evolve
Now Next
Presenting
An evolved version of SIP to help you plan better, so that you invest in Goals and not just in Markets
Mutual Fund
convenient & delightful!
Super Features of Super SIPoffer enhanced invest ing experience by making i t more
Plan better withsuper features
Booster*
Meet your life goals faster.
3-in-1
Convenience of choosing multiple schemes to diversify.
*SIP Top-up. #Any Day SIP
iChoose
Freedom to select schemes & amount.
My Date#
Choose your favourite day.
PerpetualNo hassle to Renew your SIPs.
PauseWhy Stop when you can Pause?
iName
Name your investments.
iNameName your SIP after your loved ones & life goals to build a Dil Ka Rishta with your investments
Goal based investing
Track the progress of your goals through account statements easily
Remain disciplined through your investment journey
iName in Account Statement
Portfolio Statement Goal Name : Vacation, Target Value : 2,00,000
Statement Date : 02 Jan 2018 For the period 14 Oct 2010 to 19 Dec 2017
Scheme Name
Principal Arbitrage Fund - Direct Plan Growth
Principal Emerging Bluechip Fund - Direct Plan Growth
Purchase Amount
2,000.00
56,809.45
Balance Units
185.851
811.225
NAV Date
29/09/2017
29/09/2017
Current NAV(Rs.)
10.91337
105.39
Total Value(Rs.)
2,028.32
85,468.00
Booster *
Normal SIPof Rs. 5,000
1 CroreThe calculations are for illustrative purposes only and the actual returns of your investment may be more or less
For calculation purpose 12% XIRR is assumed | SIP is assumed to be monthly and made at the beginning of the month
YEARS
25.5
YEARS
20
Automatically increases your SIP amount on periodic basis
Could help to meet your life goals faster. Increasing SIP amounts helps you to fastrack your investment journey
An illustration of how booster facility could help you become a crorepati faster
*SIP Top-up
SIP of Rs. 5,000
10% yearly booster+
Super SIP
iChooseFreedom to select – Scheme &– Decide amount of your choice
Flexibility to plan based on your risk profile
3-in-1Invest in multiple schemes. One form could be used to invest in 3 different schemes with a single cheque
3-in-1 facility in Application Form
Hassle free which in turnsaves time
Easy way to diversifyyour investment
investment and payment details (in case of discrepancy, Default plan/option will applied)Ref Instruction A, B & C4 i Name Give a name to investment Target Amount
INVESTMENT TYPE ONLY LUMPSUM ONLY SIP* LUMPSUM & SIP* *ATTACH FORM 2
Scheme(Invest in upto 3 schemes with single cheque)
Regular Direct Dividend
Plan Option Sub Option Amount in figure [`]
Growth Payout Reinvest Sweep Tick any one* Lumpsum SIP
Frequency(if applicable)
1. Principal
2. Principal
3. Principal
Total (Amount in words)
DQ
WHY
MA
DQ
WHY
MA
DQ
WHY
MA
Dividend Sweep into Scheme Plan D-Dialy, M-Monthly, Q-Quartly, HY-Half Yearly & A-Annual
My Date #Choose any date for your SIPs based on your lucky number, birth date or anniversary so that you can have Dil Ka Rishtawith your investments
Choose SIP datebased on your convenience
#Any Day SIP
PauseAllows to take a break from your investment
Automatically resume SIP anytime after the pause period
Why Stop when you can Pause your SIP during any financial constraint
PerpetualNo need to Renew your SIPs.Forget about the hassle of renewing SIP
Keep investing until you wish to stop it
Continue your investment till your lifetime
Wonder ing how
Super SIP he lps you to
plan better
Super SIP helps you to plan better because you get…
Power of compoundingConvenient as money is automatically invested
Averages out purchasing priceHelps negate volatility as it buys more units in falling markets andless units when markets are rising
Allows you to invest small amount
Functional Benefits of SIPs
Super Features
Establish ‘Dil ka Rishta’ with iName
Choose any day of the month for SIP with My Date#
Realize goals faster with Booster*
Freedom to choose schemes & amount with iChoose
No hassle of renewal with Perpetual option
3-in-1 facility offers convenienceto diversify
Can take a break with Pause
*SIP Top-up. #Any Day SIP
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Diversification does not guarantee investment returns and does not eliminate the risk of loss. It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and investors may not get back the full amount invested. Past performance may or may not be sustained in future. The views/ opinions contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto.
Dis t r ibu ted by :
Related Documents
