Sip presentation, Investment Plan ( How to be rich), invest in Mutual fund by SIP, bE A millionaire, investment product knowledge

1. 1
Why Invest ?
 Children’s education / marriage
 Medical Emergency
 Retirement
 Aspirational goals – House , Foreign Holiday
 Other Obligations

2. Investment option in India
 Gold / silver
 Real Estate
 Share Mkt
 Mutual fund
 FD / PPF etc.
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3. 3
Performance of various asset
classes
 Cumulative annualized returns of different
asset classes .
Equity – C

4. 4
Invest for long term

5. 5
Systematic Investment, An
example
 Rahul & Viru are two friends. Rahul decides to invest using SIP
whereas Viru decides to make lump sum investment.

6. 6
Systematic investing , An example

7. 7
Systematic Investing, An example

8. 8
Three common reasons for not
investing
 I don’t have enough money to invest
 I am too busy making money to worry about managing
it
 I don’t have the time or expertise to follow the market
movements and make investments at the right time.
SYSTEMATIC INVESTMENT PLAN
is the only answer to all reasons.

9. 9
Investment made easy – SIP
SIP is an investment program that
allows you to contribute a fixed amount
(as low as Rs.1000 )in mutual funds at
regular intervals.

10. 10
How to make Sip work for you ?
Set your financial goals
Identify the scheme
Decide the SIP amount
Look for a long term commitment
Aim for the big picture
Start investing.

11. 11
Thank You

12. Mantra
 Next Month saving / investment more then
previous month
 Lets take an example.
If in Jan month invested 1000/-
Then feb month it could be 1100/- or more then that
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Follow tthhiiss yyoouu wwiillll bbee aa rriicchh ppeerrssoonn
vveerryy ssoooonn