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Other Services <ul><li>Mutual Fund </li></ul><ul><li>X-trade </li></ul><ul><li>Insurance </li></ul>
MUTUAL FUNDS ? ?
WHAT IS SAVINGS ???
“  Savings is an amount of money not used or put aside for a specific purpose ”
<ul><li>INVESTMENT AVENUES </li></ul><ul><li>Bank Deposits </li></ul><ul><li>Company Fixed Deposits </li></ul><ul><li>Bond...
WHY INVESTORS   LOSE    MONEY IN EQUITIES ? ?!
<ul><li>Term Speculation As Investments </li></ul><ul><li>Lack Of Asset Allocation </li></ul><ul><li>Lack Of Diversificati...
Mutual Funds:  what are they ???
Pool their money with Invest in Generate Passed back to Mutual Fund Operation Flow Chart
<ul><li>A trust which pools the savings of a number of investors who </li></ul><ul><li>share a common financial goal. </li...
Systematic Investment Plan An investment plan to invest a fixed amount regularly at a specified frequency say, monthly or ...
<ul><li>Empanelled with… </li></ul><ul><li>SBI Mutual Fund </li></ul><ul><li>HSBC Mutual Fund </li></ul><ul><li>Birla Sun ...
Share Trading <ul><li>NSE Member </li></ul>
 
USP-I <ul><li>0   </li></ul><ul><li>Registration Charges </li></ul>
<ul><li>USP-II </li></ul>0   Minimum Deposit
USP-III Brokerage :  .03% (Daily Squaring  )
<ul><li>Brokerage :  .3% </li></ul><ul><li>(Delivery)   </li></ul>USP-IV
USP-V Exposure :  7times max.
<ul><li>Live Viewing on PCs  </li></ul><ul><li>Live Updation of Data’s </li></ul><ul><li>Lesser Errors  </li></ul><ul><li>...
Xtrade Helpline <ul><li>Email ID </li></ul><ul><li>[email_address] </li></ul><ul><li>[email_address] </li></ul>
Insurance <ul><li>Motor Insurance </li></ul><ul><li>Travel Insurance </li></ul><ul><ul><ul><ul><ul><li>Bajaj Alliance Gene...
Gold Card <ul><li>What is Gold Card? </li></ul><ul><li>What is its benefits </li></ul>
a ny additional clarifications...?
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5 Other Service

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5 Other Service

  1. 1. Other Services <ul><li>Mutual Fund </li></ul><ul><li>X-trade </li></ul><ul><li>Insurance </li></ul>
  2. 2. MUTUAL FUNDS ? ?
  3. 3. WHAT IS SAVINGS ???
  4. 4. “ Savings is an amount of money not used or put aside for a specific purpose ”
  5. 5. <ul><li>INVESTMENT AVENUES </li></ul><ul><li>Bank Deposits </li></ul><ul><li>Company Fixed Deposits </li></ul><ul><li>Bonds & Debentures </li></ul><ul><li>Equities </li></ul><ul><li>Real estate </li></ul><ul><li>Bullion </li></ul><ul><li>AND … </li></ul><ul><li>MUTUAL FUNDS !! </li></ul>
  6. 6. WHY INVESTORS LOSE MONEY IN EQUITIES ? ?!
  7. 7. <ul><li>Term Speculation As Investments </li></ul><ul><li>Lack Of Asset Allocation </li></ul><ul><li>Lack Of Diversification </li></ul><ul><li>Do not Average Out </li></ul><ul><li>Biggest Of All…Exit in Down Markets </li></ul>
  8. 8. Mutual Funds: what are they ???
  9. 9. Pool their money with Invest in Generate Passed back to Mutual Fund Operation Flow Chart
  10. 10. <ul><li>A trust which pools the savings of a number of investors who </li></ul><ul><li>share a common financial goal. </li></ul><ul><li>Professional investment managers invest these funds in a </li></ul><ul><li>way that helps investors achieve their goals. </li></ul>Mutual Fund is a ….
  11. 11. Systematic Investment Plan An investment plan to invest a fixed amount regularly at a specified frequency say, monthly or quarterly. SIP is a simple method of investing used across the world as a means to creating wealth
  12. 12. <ul><li>Empanelled with… </li></ul><ul><li>SBI Mutual Fund </li></ul><ul><li>HSBC Mutual Fund </li></ul><ul><li>Birla Sun Life Mutual Fund </li></ul><ul><li>Reliance Mutual Fund </li></ul><ul><li>HDFC Mutual Fund </li></ul><ul><li> TATA Mutual Fund </li></ul><ul><li> Franklin Templeton Mutual Fund </li></ul><ul><li> ICICI Mutual Fund </li></ul><ul><li> UTI Mutual Fund </li></ul><ul><li> LIC Mutual Funds </li></ul>Mutual fund investments are subject to market risks. Please read the offer document carefully before investing.
  13. 13. Share Trading <ul><li>NSE Member </li></ul>
  14. 15. USP-I <ul><li>0 </li></ul><ul><li>Registration Charges </li></ul>
  15. 16. <ul><li>USP-II </li></ul>0 Minimum Deposit
  16. 17. USP-III Brokerage : .03% (Daily Squaring )
  17. 18. <ul><li>Brokerage : .3% </li></ul><ul><li>(Delivery) </li></ul>USP-IV
  18. 19. USP-V Exposure : 7times max.
  19. 20. <ul><li>Live Viewing on PCs </li></ul><ul><li>Live Updation of Data’s </li></ul><ul><li>Lesser Errors </li></ul><ul><li>Graphical interpretation of data's </li></ul><ul><li>More Confidence in trading. </li></ul><ul><li>Assessing business trend for other goods. </li></ul><ul><li>Greater convenience for NRIs. </li></ul><ul><li>Less dependence. </li></ul><ul><li>Aggressiveness and volume of trading. </li></ul>Advantages for Clients
  20. 21. Xtrade Helpline <ul><li>Email ID </li></ul><ul><li>[email_address] </li></ul><ul><li>[email_address] </li></ul>
  21. 22. Insurance <ul><li>Motor Insurance </li></ul><ul><li>Travel Insurance </li></ul><ul><ul><ul><ul><ul><li>Bajaj Alliance General Insurance Company </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Cholamandalam General Insurance Company </li></ul></ul></ul></ul></ul>
  22. 23. Gold Card <ul><li>What is Gold Card? </li></ul><ul><li>What is its benefits </li></ul>
  23. 24. a ny additional clarifications...?

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