Why SIP is best investment option? How can SIP help in creating wealth? What are best SIP for my risk profile? SIP, Wealth Creation , Top SIP, Risk profile, Long term,Birla Sunlife MNC Fund,DSP blackrock Micro Cap fund,Reliance Dynamic bond fund,Sundaram SMILE fund, Kotak Mid cap fund,

1. Top Monthly Saving Schemes-
For Wealth Creation

2. Inflation making Life Difficult
*Assuming inflation rate of 2000’s for cost of goals after 2011
Cost of goal is rounded to the nearest thousand
Source- 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

3. 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 6,72,24
8
457,521
15 85,57,254 26,97,603
20 5,28,95,286 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

4. 4 Principles of #Investing
Well If not Planned, Start Today!
Equity is best Asset to beat Inflation!
Start Early
Invest
Regularly
Invest for Long
term
Invest to
Beat
Inflation

5. Power Of Compounding
Starting Early with Regular Savings , can create Wealth in
Long term
Source- AdviseSure.com Research
Monthly Investment Duration
Amount 5 Years 10 Years 15 Years 20 Years 25 Years
Maturity Amount @ 12 % annual return
Rs 2000 1.65 lac 4.65 lac 10.09 lac 19.98 lac 37.95 lac
Rs 5000 4.12 Lac 11.62 lac 25.23 lac 49.96 lac 94.88 lac
Rs 10000 8.25 Lac 23.23 lac 50.46 lac 99.91 lac 1.90 crore
Maturity Amount @ 15 % annual return
Rs 2000 1.79 Lac 5.57 lac 13.54 lac 30.32 lac 65.68 lac
Rs 5000 4.48 lac 13.93 lac 33.84 lac 75.80 lac 1.64 crore
Rs 10000 8.97 lac 27.87 lac 67.69 lac 1.52 crore 3.28 crore
Maturity Amount @ 20 % annual return
Rs 2000 2.08 lac 7.65 lac 22.69 lac 63.23 lac 1.73 crore
Rs 5000 5.17 lac 19.12 lac 56.71 lac 1.58 crore 4.31 crore
Rs 10000 10.35 lac 38.24 lac 1.13 crore 3.16 crore 8.63 crore

6. Return of Equity- Comparison
Return calculated as on 2nd March 2015
Source- AdviseSure.com Research
24209
14373
8400
11363
0
5000
10000
15000
20000
25000
30000 Apr-08
Jul-08
Oct-08
Jan-09
Apr-09
Jul-09
Oct-09
Jan-10
Apr-10
Jul-10
Oct-10
Jan-11
Apr-11
Jul-11
Oct-11
Jan-12
Apr-12
Jul-12
Oct-12
Jan-13
Apr-13
Jul-13
Oct-13
Jan-14
Apr-14
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 Invested Monthly, Since April 2008 , is ….

7. 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.com
Portfolio Suggestion as on 1st May 2015

8. Past Performance- Suggested Portfolio
Return is Compounded Annual Growth Rate as on 30 April 2015
Source- 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

9. 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)
We Offer
Customized , unbiased Wealth Management
@Rs. 1 per day

10. Right Approach
Risk Profiling
Knowing-
Risk Capacity- How much
Risk you can afford to take
Risk Attitude- How much
Risk you want to take
Financial Goals
Knowing-
All Financial Goals of the life
The Inflation adjusted
amount required to meet
them
Right Portfolio
Investment Products right
as per risk profile
Portfolio which is tax
efficient
Buy/ Sell
With least Brokerage &
Commission
With Nil hidden costs
Regular
Monitoring
Of Portfolio and Markets
Rebalance Investments
when required
1 2 3 4 5

11. 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
In case you want to Make Tax
Saving Investments
In case you want to Buy and
Sell any product
In case you want to Plan your
Financial Goals
If you want to Restructure
your portfolio

12. Why AdviseSure
Simple & Easy
Paperless Process
Multiproduct
Cost Effective
Online Access
Our Simple and easy Personal Finance Tools & self-help process, ensures that you take Better control of
your entire Finance in 7 Minutes , to your satisfaction.
Invest and Manage Online , on a Single Click. No need to Fill boring Physical forms and storing statements.
Manage Your Finance with easy and simple back office..
We don't Push Products to our Customers Like Agents or Brokers, for commissions or brokerages. You can
continue buying and selling with your current Broker or Agent. However you can also transact through us
at substantial low Cost.
You can manage your account from anywhere through multiple support points
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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