Wealth Creation-Monthly Savings

Inflation making Life Difficult

*Assuming inflation rate of 2000’s for cost of goals after 2011Cost of goal is rounded to the nearest thousandSource- AdviseSure.com Research

Dream

Marriage

Higher Education

Buying car

Buying house

14.9% 10.03 Lacs 40.23 Lacs

16.2% 9 Lacs 40.39 Lacs

2.3% 2.25 Lacs 3.16 Lacs

14.9% 50.08 Lacs 2.01 Crore

Inflation rate 2000’s

.

2011 2021

75 Thousand 2.50 Lacs

50 Thousand 2.01 Lacs

55 Thousand 2 Lacs

2 Lacs 12.49 Lacs

2001

1.61Crore

1.81 Crore

3.96 Lacs

8.05 Crore

20311991

Cost in year, in Rs

Savings Required to meet Goals

Assumptions:•Inflation -> Vehicle: 2.3% ; Higher Education: 16.2% ; Annual Retirement Expenses: 6%•Amount required for retirement goal is the sum total of all future retirement expenses

Source- AdviseSure.com Research

Goals

Vehicle- One time

Higher Education- Yearly

Retirement - Monthly

5 672,248 457,521

15 8,557,254 2,697,603

20 52,895,286 1,13,48,588

In How Many Years from

Now

Total Amount Required Rs

Post Inflation.

Lump Sum Investment

Required @ 8% Rate of Return

9,149

24,729

89,802

Monthly Amount Investment

Required @ 8% Rate of Return

Amount Required Rs

600000

900000

50000

Start Early- Live Life KingSize

Well If not Planned you ShouldEquity is best Asset to beat Inflation!

Start Early

Invest Regularly

Invest for Long term

Invest to Beat

Inflation

Power Of Compounding

Starting Early with Regular Savings , we can create Wealth in Long term

Source- AdviseSure.com Research

Return of Equity- Comparison

Return calculated as on 2nd March 2015Source- AdviseSure.com Research

24209

14373

8400

11363

0

5000

10000

15000

20000

25000

30000A

pr-

08

Jul-

08

Oct

-08

Jan

-09

Ap

r-0

9

Jul-

09

Oct

-09

Jan

-10

Ap

r-1

0

Jul-

10

Oct

-10

Jan

-11

Ap

r-1

1

Jul-

11

Oct

-11

Jan

-12

Ap

r-1

2

Jul-

12

Oct

-12

Jan

-13

Ap

r-1

3

Jul-

13

Oct

-13

Jan

-14

Ap

r-1

4

Jul-

14

Oct

-14

Jan

-15

ICICI Pru Growth Fund (IRR-31.0%) BSE Sensex (IRR-15.7%) Amount invested Bank RD (IRR- 8.9%)

Rs. 100 monthly Invested, Since April 2008

Regular Savings- Suggested Portfolio

Age 25-30 Age 30-40 Age 40-55 Age 55 and Above

Sundaram S.M.I.L.E-40%

Kotak Mid-Cap-40%

HDFC Mid-Cap Opportunities-20%

SBI Magnum MIDCAP -30%

ICICI Exports & Services-40%

DSP BlackRock Micro Cap -30%

Birla Sun Life MNC-30%

Reliance Dynamic Bond Fund-40%

HDFC Top 200-30%

Reliance Dynamic Bond -40%

Birla Sun Life Pure Value-40%

HDFC Top 200-20%

For More Visit www.advisesure.comPortfolio Suggestion as on 1st May 2015

Past Performance- Suggested Portfolio

Return is Compounded Annual Growth Rate as on 30 April 2015Source- AdviseSure.com Research

Fund Name

Birla Sun Life MNC Fund

Reliance Dynamic Bond

DSP BlackRock Micro Cap Fund

HDFC Mid-Cap Opportunities Fund

ICICI Prud. Exports &Services Fund

SBI Magnum Midcap Fund

Sundaram S.M.I.L.E. Fund

Kotak Mid-Cap

27% 36% 90%

10% 11% 17%

24% 38% 99%

23% 31% 63%

22% 39% 59%

21% 38% 66%

18% 35% 106%

18% 27% 66%

Last 5 Yrs. Last 3 Yrs Last 1 Yrs

Advisory Fees Rs. 365 Per Annum ear

Customized advise only for you

Unlimited Long Term Investment Advise

Tax efficient portfolio design

No Minimum investment

Regular Review and Rebalancing

Substantial Savings in Commission ( Optional)

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Customized , unbiased Wealth Management

@Rs. 1 per day

Right Approach

Risk ProfilingKnowing-

Risk Capacity- How muchRisk you can afford to take

Risk Attitude- How muchRisk you want to take

Financial GoalsKnowing-

All Financial Goals of the life

The Inflation adjustedamount required to meetthem

Right Portfolio

Investment Products rightas per risk profile

Portfolio which is taxefficient

Buy/ Sell

With least Brokerage &Commission

With Nil hidden costs

Regular Monitoring

Of Portfolio and Markets

Rebalance Investmentswhen required

1 2 3 4 5

Financial Management @ Rs 1 per day

Wealth Creation Advice

Monthly Savings Advice

Tax Saving Investments

Portfolio Restructuring Advice

Goal Planning Online Transaction

In case you want to invest Lump Sum

In case you want to invest On Monthly basis

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

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