Mfs helping you meet your goals

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Mfs helping you meet your goals

  1. 1. Mutual Funds: Helping you meet your goals
  2. 2. Want to purchase your dream home? Want to buy a car? Sure! But how do you plan to pay for the same?
  3. 3. Well, you could choose either way Use your own Wealth Apply for a Loan The Traditional & Tedious Way The Smarter Way Created through well-planned Equity Mutual Fund Investments
  4. 4. Creating wealth through Mutual Funds is as easy as: 1 2 3
  5. 5. <ul><li>Long Term Wealth Creation = Regular Investments in Equities </li></ul><ul><li>If market mood swings bother you, turn to SIPs </li></ul><ul><li>SIPs require smaller investments, but ensure regularity in savings </li></ul>1. Simple Mantra: SIP
  6. 6. <ul><li>Stay invested for the long term. Investing in equities is all about the long-term </li></ul><ul><li>A wait-and-watch approach will ensure that market swings don’t rob you of your earnings or of your peace of mind </li></ul>2. Give your investments breathing space
  7. 7. <ul><li>There are instances where you get substantial pools of money in life, for instance your annual bonus </li></ul><ul><li>If you choose not to spend this surprise money, you could well be taking a step towards realising your goal </li></ul><ul><li>Oh! And don’t let that bonus lie idle in your bank account, make it work for you, just as you did for it – Invest it in a good fund </li></ul>3. Park Surprise Funds
  8. 8. How to select a good fund? Q1. Does your fund house have the experience of managing portfolios through different market cycles? Q2. Does your fund house have a process-driven investment approach, which makes it non-dependent on ‘star fund managers’? Ask yourself these 2 basic questions: Look for a fund that answers a ‘Yes’ for both the above mentioned criteria, since this would ensure predictably of returns
  9. 9. <ul><li>Mutual Fund investments are subject to market risks. </li></ul><ul><li>Please read all Scheme related documents carefully before investing. </li></ul>
  10. 10. Thank you! We would be happy to hear from you! Click here to help us know you better

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