3 steps to Financial Freedom this 15th august

Page 1

#3 Steps to Independence th This 15 August


Freedom from……

Market is too volatile

Frustrated with loss in shares

My Agent pushes me Insurance

Don’t have time for Finance

Taking unnecessary risk

Too much Information


# 1 Step

Start Early Check , How much wealth , You can create in case You start investing at different Age points. Let us assume • Monthly Investment of Rs 5,000 • Retirement Age - 60 years Starting Age

8% Return

10% Return

12% Return

25 Years

115 Lac Rs

191 Lac Rs

324 Lac Rs

30 Years

70 Lac Rs

113 Lac Rs

176 Lac Rs

35 Years

47 Lac Rs.

66 Lac Rs.

94 Lac Rs.

40 Years

29 Lac Rs.

38 Lac Rs.

49 Lac Rs.

Investment till 60 years age


# 2 Step

Have ‘Equity’ in Portfolio Last 5 Year Returns 35.0% 32.5%

30.0%

Equities

Return

always

give

Best

in the long run.

Sensex has delivered 11.9% CAGR return* in past 5 year

27.4%

24.6%

25.0% 18.7%

20.0% 15.0% 10.0%

9.0%

9.5% 8.6%

9.5% 6.0%

7.8%

8.5%

8.8%

9.0%

8.7%

8.5%

8.7%

4.8%

5.0% 0.0% -5.0%

-3.7%

-10.0% -10.1%

-10.4%

-15.0% Mar-11 Sensex * Return as on 26 June 2015. Source AdviseSure Research

Mar-12 Gold

FD

Mar-13 PPF

Mar-14

Mar-15


Know Right Portfolio Allocation for your Risk Profile

Start Now

FREE Continue reading‌


# 3 Step

Don’t Time the Market 30,000

Rs 100 monthly SIP invested in PRU ICICI growth Fund becomes Rs

24,000 in 7 years time against Sensex returns of Rs. 14,000

Monthly SIP of Rs.100 25,000

Investment Value (in Rs.)

It is not always possible to time the market.

Rs 24,209

20,000

Rs 14,373

15,000

10,000

Rs 8,400

5,000

Apr-08

Apr-09

Apr-10

ICICI Pru growth * Return as on 26 June 2015. Source AdviseSure Research

Apr-11

Sensex

Source: AdviseSure Research

Apr-12

Apr-13

Apr-14

Amount invested


Our Offer

Advisory Fees Rs. 365 Per Annum Customized advise only for you Regular Review and Rebalancing

Customized , unbiased Wealth Management

@Rs. 1 per day

Unlimited Long Term Investment Advise Tax efficient portfolio design No Minimum investment Substantial Savings in Commission ( Optional)

Start Now


Our Approach

1

2

3

4

5

Right Portfolio

Buy/ Sell

Regular Monitoring

Risk Profiling

Financial Goals

Knowing-

Knowing-

Risk Capacity- How much Risk you can afford to take

All Financial Goals of the life

Investment Products right as per risk profile

With least Brokerage & Commission

Of Portfolio and Markets

The Inflation adjusted amount required to meet them

Portfolio efficient

With Nil hidden costs

Rebalance Investments when required

Risk Attitude- How much Risk you want to take

which

is

tax

Know best Investment Portfolio for you @ Rs 365 Per annum

Start Now


Financial Management @ Rs 1 per day

Wealth Creation Advice

Monthly Savings Advice

Tax Saving Investments

In case you want to invest Lump Sum

In case you want to invest On Monthly basis

In case you want to Make Tax Saving Investments

Portfolio Restructuring Advice

Goal Planning

Online Transaction

If you want to Restructure your portfolio

In case you want to Plan your Financial Goals

In case you want to Buy and Sell any product


Why AdviseSure

Simple & Easy

Our Simple and easy Personal Finance Tools & self-help process, ensures that you take Better control of your entire Finance in 7 Minutes , to your satisfaction.

Paperless Process

Invest and Manage Online , on a Single Click. No need to Fill boring Physical forms and storing statements. Manage Your Finance with easy and simple back office..

Multiproduct

We advice on almost all Financial Products except banking accounts. You can transact in all products through us. Our technology will ensure superior Experience

Cost Effective

We don't Push Products to our Customers Like Agents or Brokers, for commissions or brokerages. You can continue buying and selling with your current Broker or Agent. However you can also transact through us at substantial low Cost.

Online Access

You can manage your account from anywhere through multiple support points


AdviseSure Investment Advisors is India’s first only Advise platform where we help individual, managing personal finance. AdviseSure Investment Advisors is part of AdviseSure Ventures Private limited. AdviseSure Investment Advisors is a SEBI registered Investment Advisor and its associate/group company empanelled with AMFI as a distributor .You can execute transactions with your banker, stock broker or agent/ financial intermediary . We also offer transaction services through various associations, at a substantially lesser cost to our clients as compared to other financial intermediaries, so that you start your financial plan with AdviseSure Investment Advisors is a safe and secure platform. Our recommendations rely on historical data. Historical/ past performance is not a guarantee of future returns. The information and views presented here are prepared by AdviseSure Investment Advisors. The information contained herein is based on our analysis and upon sources that we consider reliable. We, however, do not vouch for the accuracy or the completeness thereof. This material is for personal information and we are not responsible for any loss incurred based upon it. This document is solely for the personal information of the recipient. The investments discussed or recommended here may not be suitable for all investors. Investors must make their own investment decisions based on their specific investment objectives and financial position and using such independent advice, as they believe necessary. While acting upon any information or analysis mentioned here, investors may please note that neither AdviseSure Investment Advisors nor any person connected with any associated companies of AdviseSure Investment Advisors , accepts any liability arising from the use of this information and views mentioned here. Each recipient of this document should make such investigations as they deem necessary to arrive at an independent evaluation of an investment in the securities of the companies referred to in this document (including the merits and risks involved), and should consult their own advisors to determine the merits and risks of such an investment.

AdviseSure Investment Advisors CORPORATE OFFICE : Level 8, Vibgyor Towers, G Block, C62,Bandra Kurla Complex, Mumbai 400 098, India -------------

Website : www.advisesure.com

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