Presentation of sip

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SIP RICH

description

SIP INVESTMENT MANAGEMENT PVT LTD.

Transcript of Presentation of sip

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SIP RICH

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SIP RICH

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GROWTH CIRCLE OF MUTUAL FUNDS INVESTMENTS

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Open Ended All Equity one Year Return

Fund NAV (Date) Returns(%) Return as on

ICICI Prudential FMCG 78.85 (10-Feb) 37.47 2/10/2012

Magnum FMCG 34.71 (10-Feb) 34.07 2/10/2012

Magnum Emerging Businesses

44.23 (10-Feb) 26.23 2/10/2012

UTI Transportation and Logistics

27.89 (10-Feb) 18.38 2/10/2012

Reliance Media Entertainment

29.50 (10-Feb) 17.77 2/10/2012

Sundaram India Leadership Inst

14.23 (10-Feb) 17.70 2/10/2012

Birla Sun Life India GenNext 24.42 (10-Feb) 17.12 2/10/2012

Mirae Asset Emerging Bluechip Regular

11.28 (10-Feb) 17.01 2/10/2012

UTI Wealth Builder Series II Retail

20.79 (10-Feb) 16.93 2/10/2012

UTI MNC 63.07 (10-Feb) 16.71 2/10/2012

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SO ALL CLIENTS WILL SURE BENEFIT FROM THIS SOUND INVESTMENT IN MUTUAL FUNDS.

GET THIS EDGE BY SIGNING WITH US

THIS INVESTMENT WILL GIVE A PEACE OF MIND, FINANCIAL STABILITY, WEALTH GENERATION &HAPPINESS & SPEEDILY HELP YOU IN ACHIEVING YOUR GOALS.

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Mutual funds have advantages compared to direct investing in individual securities. These include:• Increased diversification• Daily liquidity• Professional investment management• Ability to participate in investments that may be available only to larger investors• Service and convenience• Government oversight• Ease of comparison

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• Daily / Anytime Liquidity• High Returns• Safety• Professionally managed• Fast Service• Rich Experience• Peace of Mind• Completely Focused• Efficient Wealth management• 24X7 Customer Support

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Wealth ManagementWealth CreationChild Future PlanningRetirement PlanningInvestment Flexibility

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SIP Capital Ltd. Gives you flexibility to choose from several investment plans where you can invest from minimum to as your budget allows.

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SAVING PLANS

Short Term Plans:

Trial Plan Minimum Investment: Rs 10,000 Expected return: 1.5% to 3% Tenure: 1 month Liquidity: Anytime Performance Fee : 10% of the Profit Service Charge : 2% of the Investment

amount Investment venture: Mutual Funds

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Investment Amount(Rs) Tenure Maturity Amount(Rs)

10,000  1 Month 10,150 to 10,300

1,00,000  1 month 1,01,500 to 1,03,000

10,00,000  1 Month 10,15,000 to 10,30,000

1 cr  1 Month1,01,50,000 to,1,0300,000

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Minimum Investment: Rs 10,000 Expected return: 10% to 15% Tenure: 3 months Liquidity: Anytime Performance Fee : 10% of the Profit Service Charge : 2% of the Investment

amount Investment venture: Mutual Funds 

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Investment Amount(Rs) Tenure Maturity Amount(Rs)

10,000  3 Month 11,000 to 11,500

1,00,000  3 month 1,10,000 to 1,15,000

10,00,000  3 Month 11,00,000 to 11,50,000

 1 cr  3 Month1,10,00,000 to,1,15,00,000

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These plans are most suitable for long term investment objective like Retirement Planning, Child Future Planning & Wealth building. As we all know, wealth can be build in one day, it requires patience and saving on month on month basis to create wealth.

1 Royal Savings

Investment Amount: Rs 1000 Tenure: 30 years Total investment : Rs 3,60,000 Expected Wealth: Approx. at 15% annual return Rs 69 lakh & Rs 2crore 30 lakh at 20%

annual return.

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Investment Amount: Rs 10,000 Tenure: 30 years Total Investment : Rs 36,00,000

Expected Wealth:

Approx. at 15% annual return 7Crore & Rs 23 Crore at 20% annual return.

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“ Once who fails to plan, always fails in life. So future will turn DARK “.

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