Who are we and how we can help you

  • View

  • Download

Embed Size (px)


  2. 2. FundsIndia.com serves over 4 lakh happy customers, who have found a convenient online and mobile platform for investing. While every investor profiled here has a different background, they all have one thing in common they all invest with FundsIndia.com, Indias leading online investment platform. Arvind Age: 25, Bachelor, IT Professional Investments: SIPs in Mutual Funds, Insurance, Tax-saving Funds, Loan for a two wheeler The Gupta Family Investments: Equities, Mutual Funds, Insurance, Gold The entire familys investments are managed through one login ID Kalpana Age: 34, Married, Executive at a service company Investments: SIPs in Mutual Funds, Equities, Tax-saving Funds, Corporate Fixed Deposits, Insurance, Gold Mr. Rao Age: 67, Married, Retired from service Investments: Deposits, Mutual Funds, Gold
  3. 3. Who is behind FundsIndia.com? C.R. Chandrasekar Founder & Chief Executive Officer Srikanth Meenakshi Founder & Chief Operating Officer Parag Dhol Director Ashu Garg Director FundsIndia is registered with the following entities: Credit Information Bureau Ltd. (CIBIL) Member Depository Participant (DP) with Central Depository Services Ltd. (CDSL) Bombay Stock Exchange (BSE) Association of Mutual Funds in India (AMFI) Registered Investment Adviser with the Securities and Exchange Board of India (SEBI) Authorised Person (AP) with Central Insurance Repository Limited (CIRL) for insurance repository services
  4. 4. The FundsIndia Growth Story Winner of CNBC-TV18 - UTI at the Financial Advisor Awards National Online Advisory Services Award Launch of Android mobile app 2009 JULY Mutual fund platform OCTOBER Deposits platform DECEMBER Advisory platform 2010 JULY 1st round of funding - Inventus Capital SEPTEMBER Equity (sub-broker) platform 2011 JANUARY Flexi SIP and other value-added services MARCH Corporate channel 2012 APRIL 2nd round of funding - Foundation Capital DECEMBER BSE Broker License 2013 JUNE Smart Solutions DECEMBER Gold Purchase Plan Reliance My Gold Plan 2014 NOVEMBER SEBI Registered Investment Advisor OCTOBER Satyug Mera Gold Plan (SMGP) AUGUST JUNE MAY Loans sales MARCH FundsIndia Academy JANUARY Insurance Sales
  5. 5. Whats unique and why should you choose FundsIndia.com? Its completely online purchase, track, get advisory services and more without any paperwork Get award-winning advisory support that is free and multi-channel (phone, email, Skype, chat, app) Make investments in your familys name under one login ID, open minor accounts for your children, and do so much more Get access to multiple investment products mutual funds, equities, corporate deposits, insurance, loans, 24 Karat gold, and more
  6. 6. What investment options are available at FundsIndia.com? Mutual funds 24 Karat Gold Equities Large selection Choose from over 3,500 mutual fund schemes Dedicated advisory service Guidance for goal planning and asset allocation, along with Smart Solutions Innovative features Flexi SIP, VIP and VTP, Triggers, Step-up SIP, Ready-to-go Portfolios Tracking X-ray reports, Instant Analyses Access to timely recommendations and research reports Systematic accumulation of physical gold Value-averaging methodology that allows you to buy gold for as low as ` 50 Invest in equities from the Bombay Stock Exchange (BSE) Get buy/sell calls and stock tips from experts delivered straight to your inbox Fixed Deposits Insurance Curated list of safe and top-performing deposits Earn great returns coupled with high safety when you invest in our hand-picked selection of Corporate Fixed Deposits Store all your insurance policies online in one convenient online location with FundsIndias e-Insurance Repository service Compare, choose and avail personal loans and home loans offered by leading financial institutions Enjoy the best range of investment products, award-winning advisory services, and smart value-adds that will make your money earn more for you. Loans
  7. 7. Partners Mutual Funds Fixed Deposits Gold
  8. 8. What are you waiting for? Sign up with FundsIndia.com and enjoy the following advantages: Free-for-life account Free financial advice Paperless transactions 24x7 online and mobile access Great value-added services Scan now to download FundsIndia's Android mobile app and make investments on the go! WE ARE NOW MOBILE! Start your investment journey at www.FundsIndia.com For more information, please call us on (0) 7667 166 166. You can also write to us at: contact@fundsindia.com FundsIndia, H.M. Centre, 2nd Floor, 29, Nungambakkam High Road, Numgambakkam, Chennai 600 034 MUTUAL FUNDS | EQUITIES | DEPOSITS | INSURANCE | GOLD | LOANS Disclaimer: Mutual Funds are subject to market risks. Please read the Scheme Information Document and Statement of Additional Information carefully before investing.