SlideShare a Scribd company logo
1 of 17
FundsIndia
Smart Solutions

www.fundsindia.com

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Your Life. Our Solutions.
Together, all the way.
(It’s that simple, really.)

www.fundsindia.com

*Mutual Fund investments subject to market risks, read all scheme related documents carefully.
*Mutual Fund investments are are subject to market risks, read all scheme related documents carefully.
FundsIndia Smart Solutions
Who it is for






Anyone who seeks to have a secure financial
future.
Anyone who wants to make smart investment
choices but lacks the time and expertise.
Anyone who wishes to develop a disciplined
financial habit that can almost run on autopilot
mode.

www.fundsindia.com

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
FundsIndia Smart Solutions
What it is






www.fundsindia.com

FundsIndia Smart Solutions provides active mutual
fund portfolios to achieve life goals.
Presently, there are FundsIndia Smart Solutions to
invest for children’s education, their marriage, and
your own retirement.
For new investors, we also have a ‘Shubh Aarambh’
solution to get them started with a disciplined habit
of investing.
*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Do you find planning for your investments
hard, complicated and boring?

www.fundsindia.com

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
With FundsIndia Smart Solutions, achieving your financial
goals is simple and easy!

www.fundsindia.com

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
You can stop worrying and start investing!
www.fundsindia.com

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
FundsIndia Smart Solutions
will be available to all new and existing customers
of FundsIndia absolutely

FREE of charge!
www.fundsindia.com

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
The FundsIndia Smart Solutions Home Page
www.fundsindia.com

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
The FundsIndia Smart Solutions for Education Page

www.fundsindia.com

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
FundsIndia Smart Solutions
How it works
Getting Started





www.fundsindia.com

Pick your goal and customise it with some
basic information.
We’ll present a portfolio solution to you.
You can sign-up for it and start investing.

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
FundsIndia Smart Solutions
How it works (Contd.)
Ongoing Updates





www.fundsindia.com

You will receive periodic updates on our
recommendations for your portfolio.
You can ‘Accept’ or ‘Decline’ each of the
recommendations.
If you accept a change recommendation, it will
automatically be carried out in your FundsIndia
Smart Solutions portfolio.
*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
How updates on your FundsIndia Smart
Solutions portfolio are presented to you
www.fundsindia.com

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
FundsIndia Smart Solutions
How it works (Contd.)
Our experts’ recommendations will be of two types:
 Recommendations to change funds in the portfolio
(replace fund x with fund y).
 Recommendations to move to safer investments as
you near your financial goal (asset allocation).
 In order to ensure transparency, every
recommendation will have a brief explanation to let
you know why it was made.


www.fundsindia.com

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
FundsIndia Smart Solutions
Features






FundsIndia Smart Solution portfolios will be
maintained separately in an investor’s account.
Folio IDs in these portfolios will be distinct.
Additional investments and redemptions can be
made only at the portfolio level, and not at the
individual scheme level.
Investors will not be able to add their own
investments in these portfolios.

www.fundsindia.com

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Why FundsIndia Smart Solutions?







Hassle-free investing
Unbiased expert opinion
Regular follow-up
Transparent procedures
Click-easy convenience
FREE for all

www.fundsindia.com

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
FundsIndia Smart Solutions is not just a product. It is a
service that promises to stay with you until you achieve
your financial goal.

A promise to be together, all the way.
www.fundsindia.com

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

More Related Content

More from FundsIndia.com

The Growing India and its Market
The Growing India and its MarketThe Growing India and its Market
The Growing India and its MarketFundsIndia.com
 
Open free-for-life Fundsindia account
Open free-for-life Fundsindia accountOpen free-for-life Fundsindia account
Open free-for-life Fundsindia accountFundsIndia.com
 
Get the most from Fundsindia
Get the most from FundsindiaGet the most from Fundsindia
Get the most from FundsindiaFundsIndia.com
 
Think FundsIndia June'2015 - Fundsindia.com
Think FundsIndia June'2015 - Fundsindia.comThink FundsIndia June'2015 - Fundsindia.com
Think FundsIndia June'2015 - Fundsindia.comFundsIndia.com
 
Capital letter May'12 - Fundsindia
Capital letter May'12 - FundsindiaCapital letter May'12 - Fundsindia
Capital letter May'12 - FundsindiaFundsIndia.com
 
Capital letter Mar'12 - Fundsindia
Capital letter Mar'12 - FundsindiaCapital letter Mar'12 - Fundsindia
Capital letter Mar'12 - FundsindiaFundsIndia.com
 
Capital letter Feb'12 - Fundsindia
Capital letter Feb'12 - FundsindiaCapital letter Feb'12 - Fundsindia
Capital letter Feb'12 - FundsindiaFundsIndia.com
 
Capital letter Apr'12 - Fundsindia
Capital letter Apr'12 - FundsindiaCapital letter Apr'12 - Fundsindia
Capital letter Apr'12 - FundsindiaFundsIndia.com
 
Capital letter SEP'11 - Fundsindia
Capital letter SEP'11 - FundsindiaCapital letter SEP'11 - Fundsindia
Capital letter SEP'11 - FundsindiaFundsIndia.com
 
Capital letter May'11 - Fundsindia
Capital letter May'11 - FundsindiaCapital letter May'11 - Fundsindia
Capital letter May'11 - FundsindiaFundsIndia.com
 
Capital letter July'11 - Fundsindia
Capital letter July'11 - FundsindiaCapital letter July'11 - Fundsindia
Capital letter July'11 - FundsindiaFundsIndia.com
 
Capital letter Dec'11 - Fundsindia
Capital letter Dec'11 - FundsindiaCapital letter Dec'11 - Fundsindia
Capital letter Dec'11 - FundsindiaFundsIndia.com
 
High returns in fixed deposits
High returns in fixed depositsHigh returns in fixed deposits
High returns in fixed depositsFundsIndia.com
 
Why Invest - Fundsindia
Why Invest - FundsindiaWhy Invest - Fundsindia
Why Invest - FundsindiaFundsIndia.com
 
Akshaya Tritiya at Fundsindia
Akshaya Tritiya at FundsindiaAkshaya Tritiya at Fundsindia
Akshaya Tritiya at FundsindiaFundsIndia.com
 
Free Income Tax Filing at Fundsindia
Free Income Tax Filing at FundsindiaFree Income Tax Filing at Fundsindia
Free Income Tax Filing at FundsindiaFundsIndia.com
 
Fundsindia Equity- Slide 1
Fundsindia Equity- Slide 1Fundsindia Equity- Slide 1
Fundsindia Equity- Slide 1FundsIndia.com
 
Why Mutual funds - Slide 2
Why Mutual funds - Slide 2Why Mutual funds - Slide 2
Why Mutual funds - Slide 2FundsIndia.com
 

More from FundsIndia.com (20)

The Growing India and its Market
The Growing India and its MarketThe Growing India and its Market
The Growing India and its Market
 
Open free-for-life Fundsindia account
Open free-for-life Fundsindia accountOpen free-for-life Fundsindia account
Open free-for-life Fundsindia account
 
Get the most from Fundsindia
Get the most from FundsindiaGet the most from Fundsindia
Get the most from Fundsindia
 
Think FundsIndia June'2015 - Fundsindia.com
Think FundsIndia June'2015 - Fundsindia.comThink FundsIndia June'2015 - Fundsindia.com
Think FundsIndia June'2015 - Fundsindia.com
 
Capital letter May'12 - Fundsindia
Capital letter May'12 - FundsindiaCapital letter May'12 - Fundsindia
Capital letter May'12 - Fundsindia
 
Capital letter Mar'12 - Fundsindia
Capital letter Mar'12 - FundsindiaCapital letter Mar'12 - Fundsindia
Capital letter Mar'12 - Fundsindia
 
Capital letter Feb'12 - Fundsindia
Capital letter Feb'12 - FundsindiaCapital letter Feb'12 - Fundsindia
Capital letter Feb'12 - Fundsindia
 
Capital letter Apr'12 - Fundsindia
Capital letter Apr'12 - FundsindiaCapital letter Apr'12 - Fundsindia
Capital letter Apr'12 - Fundsindia
 
Capital letter SEP'11 - Fundsindia
Capital letter SEP'11 - FundsindiaCapital letter SEP'11 - Fundsindia
Capital letter SEP'11 - Fundsindia
 
Capital letter May'11 - Fundsindia
Capital letter May'11 - FundsindiaCapital letter May'11 - Fundsindia
Capital letter May'11 - Fundsindia
 
Capital letter July'11 - Fundsindia
Capital letter July'11 - FundsindiaCapital letter July'11 - Fundsindia
Capital letter July'11 - Fundsindia
 
Capital letter Dec'11 - Fundsindia
Capital letter Dec'11 - FundsindiaCapital letter Dec'11 - Fundsindia
Capital letter Dec'11 - Fundsindia
 
Reliance MY GOLD PLAN
Reliance MY GOLD PLANReliance MY GOLD PLAN
Reliance MY GOLD PLAN
 
High returns in fixed deposits
High returns in fixed depositsHigh returns in fixed deposits
High returns in fixed deposits
 
Why Invest - Fundsindia
Why Invest - FundsindiaWhy Invest - Fundsindia
Why Invest - Fundsindia
 
Akshaya Tritiya at Fundsindia
Akshaya Tritiya at FundsindiaAkshaya Tritiya at Fundsindia
Akshaya Tritiya at Fundsindia
 
Free Equity Account
Free Equity AccountFree Equity Account
Free Equity Account
 
Free Income Tax Filing at Fundsindia
Free Income Tax Filing at FundsindiaFree Income Tax Filing at Fundsindia
Free Income Tax Filing at Fundsindia
 
Fundsindia Equity- Slide 1
Fundsindia Equity- Slide 1Fundsindia Equity- Slide 1
Fundsindia Equity- Slide 1
 
Why Mutual funds - Slide 2
Why Mutual funds - Slide 2Why Mutual funds - Slide 2
Why Mutual funds - Slide 2
 

Recently uploaded

fca-bsps-decision-letter-redacted (1).pdf
fca-bsps-decision-letter-redacted (1).pdffca-bsps-decision-letter-redacted (1).pdf
fca-bsps-decision-letter-redacted (1).pdfHenry Tapper
 
(办理原版一样)QUT毕业证昆士兰科技大学毕业证学位证留信学历认证成绩单补办
(办理原版一样)QUT毕业证昆士兰科技大学毕业证学位证留信学历认证成绩单补办(办理原版一样)QUT毕业证昆士兰科技大学毕业证学位证留信学历认证成绩单补办
(办理原版一样)QUT毕业证昆士兰科技大学毕业证学位证留信学历认证成绩单补办fqiuho152
 
Call Girls In Yusuf Sarai Women Seeking Men 9654467111
Call Girls In Yusuf Sarai Women Seeking Men 9654467111Call Girls In Yusuf Sarai Women Seeking Men 9654467111
Call Girls In Yusuf Sarai Women Seeking Men 9654467111Sapana Sha
 
VIP Kolkata Call Girl Serampore 👉 8250192130 Available With Room
VIP Kolkata Call Girl Serampore 👉 8250192130  Available With RoomVIP Kolkata Call Girl Serampore 👉 8250192130  Available With Room
VIP Kolkata Call Girl Serampore 👉 8250192130 Available With Roomdivyansh0kumar0
 
Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713Sonam Pathan
 
Andheri Call Girls In 9825968104 Mumbai Hot Models
Andheri Call Girls In 9825968104 Mumbai Hot ModelsAndheri Call Girls In 9825968104 Mumbai Hot Models
Andheri Call Girls In 9825968104 Mumbai Hot Modelshematsharma006
 
letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...
letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...
letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...Henry Tapper
 
chapter_2.ppt The labour market definitions and trends
chapter_2.ppt The labour market definitions and trendschapter_2.ppt The labour market definitions and trends
chapter_2.ppt The labour market definitions and trendslemlemtesfaye192
 
Vip B Aizawl Call Girls #9907093804 Contact Number Escorts Service Aizawl
Vip B Aizawl Call Girls #9907093804 Contact Number Escorts Service AizawlVip B Aizawl Call Girls #9907093804 Contact Number Escorts Service Aizawl
Vip B Aizawl Call Girls #9907093804 Contact Number Escorts Service Aizawlmakika9823
 
Financial Leverage Definition, Advantages, and Disadvantages
Financial Leverage Definition, Advantages, and DisadvantagesFinancial Leverage Definition, Advantages, and Disadvantages
Financial Leverage Definition, Advantages, and Disadvantagesjayjaymabutot13
 
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170Sonam Pathan
 
NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...
NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...
NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...Amil baba
 
Monthly Market Risk Update: April 2024 [SlideShare]
Monthly Market Risk Update: April 2024 [SlideShare]Monthly Market Risk Update: April 2024 [SlideShare]
Monthly Market Risk Update: April 2024 [SlideShare]Commonwealth
 
Mulki Call Girls 7001305949 WhatsApp Number 24x7 Best Services
Mulki Call Girls 7001305949 WhatsApp Number 24x7 Best ServicesMulki Call Girls 7001305949 WhatsApp Number 24x7 Best Services
Mulki Call Girls 7001305949 WhatsApp Number 24x7 Best Servicesnajka9823
 
magnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdf
magnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdfmagnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdf
magnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdfHenry Tapper
 
OAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptx
OAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptxOAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptx
OAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptxhiddenlevers
 
Chapter 2.ppt of macroeconomics by mankiw 9th edition
Chapter 2.ppt of macroeconomics by mankiw 9th editionChapter 2.ppt of macroeconomics by mankiw 9th edition
Chapter 2.ppt of macroeconomics by mankiw 9th editionMuhammadHusnain82237
 
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance CompanyInterimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance CompanyTyöeläkeyhtiö Elo
 
Bladex Earnings Call Presentation 1Q2024
Bladex Earnings Call Presentation 1Q2024Bladex Earnings Call Presentation 1Q2024
Bladex Earnings Call Presentation 1Q2024Bladex
 

Recently uploaded (20)

fca-bsps-decision-letter-redacted (1).pdf
fca-bsps-decision-letter-redacted (1).pdffca-bsps-decision-letter-redacted (1).pdf
fca-bsps-decision-letter-redacted (1).pdf
 
(办理原版一样)QUT毕业证昆士兰科技大学毕业证学位证留信学历认证成绩单补办
(办理原版一样)QUT毕业证昆士兰科技大学毕业证学位证留信学历认证成绩单补办(办理原版一样)QUT毕业证昆士兰科技大学毕业证学位证留信学历认证成绩单补办
(办理原版一样)QUT毕业证昆士兰科技大学毕业证学位证留信学历认证成绩单补办
 
Monthly Economic Monitoring of Ukraine No 231, April 2024
Monthly Economic Monitoring of Ukraine No 231, April 2024Monthly Economic Monitoring of Ukraine No 231, April 2024
Monthly Economic Monitoring of Ukraine No 231, April 2024
 
Call Girls In Yusuf Sarai Women Seeking Men 9654467111
Call Girls In Yusuf Sarai Women Seeking Men 9654467111Call Girls In Yusuf Sarai Women Seeking Men 9654467111
Call Girls In Yusuf Sarai Women Seeking Men 9654467111
 
VIP Kolkata Call Girl Serampore 👉 8250192130 Available With Room
VIP Kolkata Call Girl Serampore 👉 8250192130  Available With RoomVIP Kolkata Call Girl Serampore 👉 8250192130  Available With Room
VIP Kolkata Call Girl Serampore 👉 8250192130 Available With Room
 
Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713
 
Andheri Call Girls In 9825968104 Mumbai Hot Models
Andheri Call Girls In 9825968104 Mumbai Hot ModelsAndheri Call Girls In 9825968104 Mumbai Hot Models
Andheri Call Girls In 9825968104 Mumbai Hot Models
 
letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...
letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...
letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...
 
chapter_2.ppt The labour market definitions and trends
chapter_2.ppt The labour market definitions and trendschapter_2.ppt The labour market definitions and trends
chapter_2.ppt The labour market definitions and trends
 
Vip B Aizawl Call Girls #9907093804 Contact Number Escorts Service Aizawl
Vip B Aizawl Call Girls #9907093804 Contact Number Escorts Service AizawlVip B Aizawl Call Girls #9907093804 Contact Number Escorts Service Aizawl
Vip B Aizawl Call Girls #9907093804 Contact Number Escorts Service Aizawl
 
Financial Leverage Definition, Advantages, and Disadvantages
Financial Leverage Definition, Advantages, and DisadvantagesFinancial Leverage Definition, Advantages, and Disadvantages
Financial Leverage Definition, Advantages, and Disadvantages
 
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
 
NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...
NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...
NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...
 
Monthly Market Risk Update: April 2024 [SlideShare]
Monthly Market Risk Update: April 2024 [SlideShare]Monthly Market Risk Update: April 2024 [SlideShare]
Monthly Market Risk Update: April 2024 [SlideShare]
 
Mulki Call Girls 7001305949 WhatsApp Number 24x7 Best Services
Mulki Call Girls 7001305949 WhatsApp Number 24x7 Best ServicesMulki Call Girls 7001305949 WhatsApp Number 24x7 Best Services
Mulki Call Girls 7001305949 WhatsApp Number 24x7 Best Services
 
magnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdf
magnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdfmagnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdf
magnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdf
 
OAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptx
OAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptxOAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptx
OAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptx
 
Chapter 2.ppt of macroeconomics by mankiw 9th edition
Chapter 2.ppt of macroeconomics by mankiw 9th editionChapter 2.ppt of macroeconomics by mankiw 9th edition
Chapter 2.ppt of macroeconomics by mankiw 9th edition
 
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance CompanyInterimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
 
Bladex Earnings Call Presentation 1Q2024
Bladex Earnings Call Presentation 1Q2024Bladex Earnings Call Presentation 1Q2024
Bladex Earnings Call Presentation 1Q2024
 

FundsIndia Smart Solutions

  • 1. FundsIndia Smart Solutions www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
  • 2. Your Life. Our Solutions. Together, all the way. (It’s that simple, really.) www.fundsindia.com *Mutual Fund investments subject to market risks, read all scheme related documents carefully. *Mutual Fund investments are are subject to market risks, read all scheme related documents carefully.
  • 3. FundsIndia Smart Solutions Who it is for    Anyone who seeks to have a secure financial future. Anyone who wants to make smart investment choices but lacks the time and expertise. Anyone who wishes to develop a disciplined financial habit that can almost run on autopilot mode. www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
  • 4. FundsIndia Smart Solutions What it is    www.fundsindia.com FundsIndia Smart Solutions provides active mutual fund portfolios to achieve life goals. Presently, there are FundsIndia Smart Solutions to invest for children’s education, their marriage, and your own retirement. For new investors, we also have a ‘Shubh Aarambh’ solution to get them started with a disciplined habit of investing. *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
  • 5. Do you find planning for your investments hard, complicated and boring? www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
  • 6. With FundsIndia Smart Solutions, achieving your financial goals is simple and easy! www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
  • 7. You can stop worrying and start investing! www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
  • 8. FundsIndia Smart Solutions will be available to all new and existing customers of FundsIndia absolutely FREE of charge! www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
  • 9. The FundsIndia Smart Solutions Home Page www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
  • 10. The FundsIndia Smart Solutions for Education Page www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
  • 11. FundsIndia Smart Solutions How it works Getting Started    www.fundsindia.com Pick your goal and customise it with some basic information. We’ll present a portfolio solution to you. You can sign-up for it and start investing. *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
  • 12. FundsIndia Smart Solutions How it works (Contd.) Ongoing Updates    www.fundsindia.com You will receive periodic updates on our recommendations for your portfolio. You can ‘Accept’ or ‘Decline’ each of the recommendations. If you accept a change recommendation, it will automatically be carried out in your FundsIndia Smart Solutions portfolio. *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
  • 13. How updates on your FundsIndia Smart Solutions portfolio are presented to you www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
  • 14. FundsIndia Smart Solutions How it works (Contd.) Our experts’ recommendations will be of two types:  Recommendations to change funds in the portfolio (replace fund x with fund y).  Recommendations to move to safer investments as you near your financial goal (asset allocation).  In order to ensure transparency, every recommendation will have a brief explanation to let you know why it was made.  www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
  • 15. FundsIndia Smart Solutions Features     FundsIndia Smart Solution portfolios will be maintained separately in an investor’s account. Folio IDs in these portfolios will be distinct. Additional investments and redemptions can be made only at the portfolio level, and not at the individual scheme level. Investors will not be able to add their own investments in these portfolios. www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
  • 16. Why FundsIndia Smart Solutions?       Hassle-free investing Unbiased expert opinion Regular follow-up Transparent procedures Click-easy convenience FREE for all www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
  • 17. FundsIndia Smart Solutions is not just a product. It is a service that promises to stay with you until you achieve your financial goal. A promise to be together, all the way. www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.