1. Mutual Funds Investing
by
Shabbir Haidermota
(Mutual Funds Distributor)

2. TYPES OF MUTUAL FUNDS
 EQUITY
 MARKET CAP RELATED
 Large Cap ; Mid Cap ; Small Cap ; Multi Cap
 THEMATIC
 Infrastructure ; Shariah / Ethical ; International ; Tax
Saving
 SECTOR
 Banking ; FMCG ; Pharma ; Technology

3. TYPES OF MUTUAL FUNDS
 DEBT
 Fixed Maturity Plans
 Gilt
 Income
 Liquid
 Liquid Plus (Ultra Short Term)

4. TYPES OF MUTUAL FUNDS
 HYBRID
 Arbitrage
 Asset Allocation
 Hybrid – Debt Oriented
 Hybrid – Equity Oriented
 Hybrid – Others (Mix of Equity, Debt, Gold, Arbitrage)

5. WHY INVEST in MUTUAL FUNDS
 Structure of Mutual Funds makes it SAFE
 Professional Management gives you competence
 Easy Liquidity : ease of investing and redemption
 Tax Benefits
 Suitable for all kinds of Investors and Objectives

6. How to INVEST in MUTUAL FUNDS
 Decide on your goal(s)
 Decide on your risk appetite
 Decide on your investment horizon
 Provide above inputs to your MF Distributor to
enable selection of appropriate funds that suit
your specific needs

7. WHY ME ?
 My USP : Benchmark Index Comparison
 More than 10 Years of Experience in industry
 Complete transparency about brokerage
 Value additions to empower YOU as a well
informed Customer

8. CENTRES OF INFLUENCE
 Chartered Accountants
 Tax Consultants
 Financial Planners

9. POTENTIAL CUSTOMERS
 Individual Retail Investors
 Business Owners
 Professionals
 Artists
 Sportspersons

10. THANK YOU