This document provides steps for financial independence and investing for retirement. It recommends starting investments early, having equities in one's portfolio for long-term growth, and not trying to time the market. Regular investing through SIP can achieve better returns than lump sums over time. The service described offers customized wealth management and financial advice for Rs. 365 per year.

1. #3
Steps to Independence
This 15th August

2. Market is too volatile
Frustrated with loss in shares
My Agent pushes me Insurance
Don’t have time for Finance
Taking unnecessary risk
Too much Information
Freedom from……

3. # 1 Step
Start Early
Check , How much wealth , You can create in case You start investing at different Age points.
Let us assume -
• Monthly Investment of Rs 5,000
• Retirement Age - 60 years
Starting Age 8% Return 10% Return 12% Return
25 Years 115 Lac Rs 191 Lac Rs 324 Lac Rs
30 Years 70 Lac Rs 113 Lac Rs 176 Lac Rs
35 Years 47 Lac Rs. 66 Lac Rs. 94 Lac Rs.
40 Years 29 Lac Rs. 38 Lac Rs. 49 Lac Rs.
Investment till 60 years age

4. # 2 Step
Have ‘Equity’ in Portfolio
Equities always give Best
Return in the long run.
Sensex has delivered 11.9%
CAGR return* in past 5 year
9.0%
-10.4%
7.8%
18.7%
24.6%
27.4%
32.5%
4.8%
-10.1%
-3.7%
6.0%
9.5%
8.5% 9.0% 8.5%9.5%
8.6%
8.8% 8.7% 8.7%
-15.0%
-10.0%
-5.0%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
Mar-11 Mar-12 Mar-13 Mar-14 Mar-15
Last 5 Year Returns
Sensex Gold FD PPF
* Return as on 26 June 2015. Source AdviseSure Research

5. Know Right Portfolio
Allocation for your Risk
Profile
FREE
Start Now
Continue reading…

6. # 3 Step
Don’t Time the Market
It is not always possible to time the
market.
Rs 100 monthly SIP invested in PRU
ICICI growth Fund becomes Rs
24,000 in 7 years time against
Sensex returns of Rs. 14,000
Rs 24,209
Rs 14,373
Rs 8,400
-
5,000
10,000
15,000
20,000
25,000
30,000
Apr-08 Apr-09 Apr-10 Apr-11 Apr-12 Apr-13 Apr-14
InvestmentValue(inRs.)
ICICI Pru growth Sensex Amount invested
Monthly SIP of Rs.100
Source: AdviseSure Research* Return as on 26 June 2015. Source AdviseSure Research

7. Advisory Fees Rs. 365 Per Annum
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)
Customized , unbiased Wealth Management
@Rs. 1 per day
Our Offer
Start Now

8. Our 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
Know best Investment
Portfolio for you
@ Rs 365 Per annum Start Now

9. 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

10. 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

11. AdviseSure Investment Advisors is India’s first only Advise platform where we
help individual, managing personal finance. AdviseSure Investment Advisors is
part of AdviseSure Ventures Private limited. AdviseSure Investment Advisors is a
SEBI registered Investment Advisor and its associate/group company empanelled
with AMFI as a distributor .You can execute transactions with your banker, stock
broker or agent/ financial intermediary . We also offer transaction services
through various associations, at a substantially lesser cost to our clients as
compared to other financial intermediaries, so that you start your financial plan
with AdviseSure Investment Advisors is a safe and secure platform. Our
recommendations rely on historical data. Historical/ past performance is not a
guarantee of future returns. The information and views presented here are
prepared by AdviseSure Investment Advisors. The information contained herein
is based on our analysis and upon sources that we consider reliable. We,
however, do not vouch for the accuracy or the completeness thereof. This
material is for personal information and we are not responsible for any loss
incurred based upon it. This document is solely for the personal information of
the recipient. The investments discussed or recommended here may not be
suitable for all investors. Investors must make their own investment decisions
based on their specific investment objectives and financial position and using
such independent advice, as they believe necessary. While acting upon any
information or analysis mentioned here, investors may please note that neither
AdviseSure Investment Advisors nor any person connected with any associated
companies of AdviseSure Investment Advisors , accepts any liability arising from
the use of this information and views mentioned here. Each recipient of this
document should make such investigations as they deem necessary to arrive at
an independent evaluation of an investment in the securities of the companies
referred to in this document (including the merits and risks involved), and should
consult their own advisors to determine the merits and risks of such an
investment.
AdviseSure Investment Advisors
CORPORATE OFFICE : Level 8, Vibgyor Towers, G Block, C62,Bandra Kurla
Complex, Mumbai 400 098, India
-------------
Website : www.advisesure.com Email: care@advisesure.com