Transcript
Page 1: Who are we and how we can help you

WHO WE ARE AND HOW WE CAN HELP YOU

Page 2: Who are we and how we can help you

FundsIndia.com serves over 4 lakh happy customers, who have found a convenient online and mobile platform for investing.

While every investor pro�led here has a di�erent background, they all have one thing in common – they all invest with FundsIndia.com, India’s leading online investment platform.

ArvindAge: 25, Bachelor,IT Professional

Investments:SIPs in Mutual Funds, Insurance,Tax-saving Funds,Loan for a two wheeler

The Gupta FamilyInvestments:Equities, Mutual Funds,Insurance, Gold

The entire family’s investmentsare managed throughone login ID

KalpanaAge: 34, Married,Executive at a service company

Investments:SIPs in Mutual Funds, Equities,Tax-saving Funds, CorporateFixed Deposits, Insurance, Gold

Mr. RaoAge: 67, Married,Retired from service

Investments:Deposits, Mutual Funds,Gold

Page 3: Who are we and how we can help you

Who is behind FundsIndia.com?

C.R. ChandrasekarFounder &

Chief Executive O�cer

Srikanth MeenakshiFounder &

Chief Operating O�cer

Parag DholDirector

Ashu GargDirector

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 Boardof India (SEBI)

Authorised Person (AP) with Central Insurance

Repository Limited (CIRL) for insurance

repository services

Page 4: Who are we and how we can help you

The FundsIndia Growth Story

Winner of CNBC-TV18 - UTI

at the Financial Advisor Awards

National Online AdvisoryServices Award

Launch of Android mobile app

2009

JULYMutual fund platform

OCTOBERDeposits platform

DECEMBERAdvisory platform

2010JULY1st round of funding- Inventus Capital

SEPTEMBEREquity (sub-broker) platform

2011JANUARYFlexi SIP and othervalue-added services

MARCH Corporate channel

2012

APRIL2nd round of funding- Foundation Capital

DECEMBERBSE Broker License

2013

JUNE Smart Solutions

DECEMBER Gold Purchase Plan– Reliance My Gold Plan

2014

NOVEMBERSEBI Registered Investment Advisor

OCTOBERSatyug Mera Gold Plan (SMGP)

AUGUST

JUNE

MAYLoans sales

MARCH FundsIndia Academy

JANUARYInsurance Sales

Page 5: Who are we and how we can help you

What’s unique andwhy should you

choose FundsIndia.com?

It’s 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 family’s 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

Page 6: Who are we and how we can help you

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 withFundsIndia’s e-Insurance Repository service

Compare, choose and avail personal loans and home loans o�ered by leading �nancial 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

Page 7: Who are we and how we can help you

Partners

Mutual Funds

Fixed Deposits Gold

Page 8: Who are we and how we can help you

What are you waiting for? Sign up with FundsIndia.com and enjoy the following advantages:

Free-for-lifeaccount

Free �nancialadvice

Paperlesstransactions

24x7 onlineand

mobile access

Greatvalue-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.comFor more information, please call us on (0) 7667 166 166.You can also write to us at: [email protected]

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.


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