Customised training for Retail investors - by Abhinesh Kumar, Director , Infinity Finserv Pvt Ltd

1. First, let us understand
‘INFIRUPEE’
A Wealth Advisory Company

2. Our
Objective :
“Wealth
Creation”
This is a process of
minimizing liabilities and
maximizing gains

3. WEALTH CREATION
ASSET ASSET + LIABILITY

4. Asset CONSTITUENTS
Physical Assets
• House
• Vehicle
• Gold, Silver etc
Financial Assets
• Stocks, Bonds, FDs
• Mutual Funds
• Cash in Hand/Bank etc

5. Liability Constituents
Loans

6. SEE THE
SAMPLE - 1

7. SEE THE
SAMPLE -2

8. Financial Advisor Video
 Video Link

9. Our service journey
We set a destination
We motivate and give
confidence to drive
We teach driving
We sell you Vehicle
(we get commission)
We remain on side seat,
throughout the journey
We keep you protected
from route dangers and
courage to take bumpy
roads and ride hills

10. Chapter 1– Creating a destination

11. What you see & What we see !
 We create a Future Value , with Inflation

12. Goals can be recorded and viewed on
WEBSITE : INFIRUPEE.COM MOBILE APPLICATION : INFIRUPEE

13. See sample
Goal creation
Live Demo on App

14. Chapter 2 :
Motivating
to drive
(invest)
Showing success storiesShowin
Sharing the Investment basics ( View video
on CI)
Sharing

15. Sharing the Investment Basics
 Watch this video

16. Showing the Success Stories
See live Display - on Funds Performance

17. Chapter 3 : We teach Driving ( Investing)
 You invest for any of one purpose
 To get instant Income from your funds
 To get appreciation and then get Income at later stage, when
required

18. Type of Investments
Physical Assets : Here you
get something tangible in
return of your investments
01
Financial Asset : Here you
just get a paper in return
your investment
02

19. Let us talk about Financial Assets
Lend to some one and get the
FDR, Bond, Receipt etc
(Debt)
Participate in some business as
a partner and get the share
receipt
(Equity)

20. History suggest
 Equity Funds have delivered 2 x than Debt funds – in last 30
years ( View Chart)

21. SBI FD vs SBI Shares
( Investment of Rs 10000)
 24,000 Vs 2,44,000 ( 10x)

23. Whom to Participate with ?
 You have no clue about the business model and its owner – other than few famous one
 So here comes : Equity Mutual Funds, who lend to many and with proper Research

24. Whom to Lend ?
 You have no clue about the safety – other than sovereign papers
 So here comes : Debt Mutual Funds, who lend to many and with proper Research

25. Summing up – Invest through MF
MF is the best route to invest – its
not a product, it is juts a vehicle
MF offers both Debt and Equity Advisor like us help you in proper
Asset Allocation

26. Some driving
tips to reach
destination
 Don’t drive in a go – cover smaller distance,
but be regular
(This is called SIP)

27. So what is SIP
A SMARTER WAY TO BUY AT
EVERY PRICE
A SMARTER WAY TO
ACCUMULATE UNITS AT
AVERAGE
A SMARTER WAY TO CREATE
BIGGER WEALTH WITH
UNITS ACCUMULATION
A SMARTER WAY TO COVER
LONGER DISTANCE IN
TIME

28. More on SIP Video

29. Chapter 4 : Buying a Vehicle
THERE ARE TWO BROADER
CATEGORIES
THERE ARE AROUND 27 SUB
CATEGORIES
THERE ARE AROUND 47 VEHICLE
MANUFACTURER

30. INFINITY FINSERV (P) LTD Asset Advisory
We Talk on Globe
1
We talk on
Country
2
We talk on
Businesses
3
We talk on
companies
4
Finally, we select
the funds which
has it all
5

31. Chapter 5 :
We remain
on your side
seat
Watch this live Admin
panel

32. Communication
Types – Mail &
Notifications
General Info
Scheme specific Info
Client Specific Info

33. Reminders
Quarterly Evaluation
Important Events
Maturities
Premiums Due etc

34. Chapter 6 : Keeping you protected
 Right cover at Right Stage
 LIC : When , How Much and till when ?
 GIC : What, When , How Much and till when ?

35. Take your first Step for this journey of wealth
 Get yourself Onboarded for MF transactions ( Free)
 Set your first Financial Goal with a small sum of Rs 1000 pm
 Then Create multiple Goals in your App or web panel
 Then meet our executive or meet us in office for individual
counselling ( Free)

36. Thanks
 9307218766 ( Call or whattsapp)
 https://infirupee.com
 INFIRUPEE ( Android or Apple)
 help@infirupee.com ( E mail)
 0522-4101667 ( Board Line)