SlideShare a Scribd company logo
Meet the Team
DHAVAL SOLANKI
19531009
DHRUV GANDHI
19531010
SHASHANK DALUKA
19531048
VAIDEHI ASHAR
19531059
USHA RAJPUROHIT
19531058
1 2 3 4 5 876
1 2
3
4
Portfolio Management
Dividend Re-investment
Safety
Fair Pricing
Liquidity
No Insurance
Dependent on Efficiency
of fund manager
High expense ratio
Transaction time limit
Lock in periods
TYPES OF MUTUAL
FUND
ocus only on the long-term objective , not taking into account the
provisions for unpredictable events.
* THOSE INVESTMENT WHICH ARE FALL UNDER THE LOCK IN PERIOD CAN NOT BE LIQUIDATE IN T+3 DAYS
** LIQUID FUND CAN BE LIQUIDATE WITHIN A MOMENT
MarketingStrategy|FiscalYear2020
Impacts of investment during "Bear Market"
RUPEE COST AVERAGING
1
2
3
4
5
THANK YOU!

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