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Virtual Investment Awareness Programme (IAP) for Clients with the help of Online Meetings

“An investment in knowledge pays the best interest”
• With your continuous endeavor towards educating investors and helping them make informed investments, conducts your own virtual Investor awareness programs (IAP) in institutions, companies, colleges etc. to help people gain the foundation knowledge of various investment options available in the industry, which can help money grow multi-folds.
• In the true spirit of your commitment, conduct open discussions to seek first to understand the investor’s priorities, and then be understood for finding solutions to their financial position.
• Make them familiar with different investment avenues which are available for investors and make them comfortable that mutual funds also offer good investment opportunities to the investors.
• Like all investments, they also carry certain risks. We also educate with this virtual programme that investors should compare the risks and expected returns after adjustment of tax on various instruments while taking investment decisions.
Virtual Session about SIP plan
Mutual Fund investments can be made in an organized, regular fashion through Systematic Investment Plans (SIPs). It lets you invest a particular amount of money at periodic intervals (usually monthly). It is considered one of the best ways to invest since you get to mitigate the impact of market volatility. Also, every SIP instalment augments the value of the overall invested amount, thus increasing the value of possible returns as well.
Various SIP pack –
1. SIP for Tax-Saving
2. SIP for future Amount
3. SIP for Child’s education
4. SIP for Child’s marriage
5. Retirement needs and investment SIP
6. SIP value (at end of tenure)

Virtual Session about Lump Sum Plan
A lump sum amount is defined as a single complete sum of money. A lump sum investment is of the entire amount at one go.
• Lump sum investment is considered as one way of investing into mutual funds. The other method being that of a systematic investment plan, popularly known as SIP.
• Usually lump sum investments are undertaken by big players and investors, in stocks especially those related to assets that are likely to appreciate in the long term, making the investment profitable except in cases of high volatility.
Various Lump Sum Pack
1. Lump Sum Distribution
2. Lump Sum Pension
3. Instalments
4. Systematic Investment Plan (Lump Sum)
Spread virtual awareness about the various fund
There are mostly 7 common types of funds in mutual funds in which investment are made. The mutual fund industry is continuously emerging. Several industrial bodies are also investing in investor education. Various types of mutual fund categories are designed to allow investors to choose a scheme based on the risk they are willing to take, the investable amount, their goals, the investment term, etc.
7 common types of Mutual Fund
1. Money Market – These funds invest in short-term fixed income securities such as government bonds, treasury bills, bankers’ acceptances, commercial paper and certificates of deposit. They are generally a safer investment, but with a lower potential return then other types of mutual funds.
2. Fixed Income Funds – That pays a fixed rate of return like government bonds, investment-grade corporate bonds and high-yield corporate bonds. High-yield corporate bond funds are generally riskier than funds that hold government and investment-grade bonds.
3. Equity Funds – These funds aim to grow faster than money market or fixed income funds, so there is usually a higher risk that you could lose money. Different types of equity funds like income funds (which hold stocks that pay large dividends), value stocks, large-cap stocks, mid-cap stocks, small-cap stocks, or combinations of these.
4. Balanced Funds – These funds invest in a mix of equities and fixed income securities. They try to balance the aim of achieving higher returns against the risk of losing money. Aggressive funds hold more equities and fewer bonds, while conservative funds hold fewer equities relative to bonds.
5. Index Funds – The value of the mutual fund will go up or down as the index goes up or down. Index funds typically have lower costs than actively managed mutual funds.
6. Specialty Funds – These funds focus on specialized mandates such as real estate, commodities or socially responsible investing.
7. Fund–of–Funds – These funds invest in other funds. Similar to balanced funds, they try to make asset allocation and diversification easier for the investor. The MER for fund-of-funds tend to be higher than stand-alone
Mutual funds.

Contact us for conducting an Investor Awareness Programme for your clients/customers with detailed information on funds and schemes of best company and fund.

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