At Kshitij Financial Services we have introduced a product My Investment Bank. It's an investment product to accumulate savings for child’s future while teaching them to save & manage money.

1. My Investment Bank
An investment product to accumulate savings for
child’s future while teaching them to save &
manage money.
www.kshitijfinancial.com

2. My Investment Bank
Teach your child the value of money!
A great way to accumulate savings for their future
while teaching them to save & manage money.
www.kshitijfinancial.com

3. What is My Investment Bank ?
 “My Investment Bank” is combination of
SIP from parent’s account monthly &
Money Bank Savings of your child
annually.
 “My Investment Bank” helps to
encourage the habit of savings in your
child at early stage of life.
With small amount of Monthly & Annual
investment long term wealth can be
generated.
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4. How it works ?
Parent’s Contribution :
 Start minimum SIP of Rs.1000/- per month from
parents bank account in the name of
beneficiary Child.
 The period of the SIP will be till the age of 18
years of Child.
 At the age of 18 years the money will be
credited in the Savings A/c of beneficiary child.
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5. How it works ?
Child’s Contribution :
 Child will collect the coin’s from parents
in a Money Bank.
 After completion of 1 year the collected
money in Money Bank will be invested in
Mutual Fund selected.
 This process will be continue till the age
of 18 years of child.
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6. What can be achieved by this ?
 Small investment at Child’s early age will
help to create long term wealth for :
 Child’s Higher Educations
 Child’s Marriage
 Helps child to develop habit of Savings
at early stage of life.
 Financial Empowerment of Child at the
age of 18 years.
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7. Documents Required :
 For KYC Guardian :
1. Pan Card Copy
2. Address Proof
3. 1 Color Photograph
 Beneficiary Child :
Birth certificate of Child
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8. Schemes for Investment
 Reliance Tax Saver Fund
 Reliance Equity Opportunities Fund
 HDFC Mid-Cap Opportunities Fund
 ICICI Pru Value Discovery Fund
 DSP BlackRock Top 100 Equity Fund
You can select any scheme from the above suggested
schemes for Investment through SIP
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9. SIP Performance
Reliance Tax Saver Fund
 SIP of Rs.1000 Per
Month
Period
Years
Investment
Rs.
Valuation
Rs.
Annualised
Returns
1 Year 12000.00 17651.00 99.80
3 Years 36000.00 69053.00 47.56
5 Years 60000.00 123763.00 29.54
Since Inception 110000.00 300385.00 21.01
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10. SIP Performance
Reliance Equity Opportunities Fund
 SIP of Rs.1000 Per
Month
Period
Years
Investment
Rs.
Valuation
Rs.
Annualised
Returns
1 Year 12000.00 16669.00 80.56
3 Years 36000.00 62909.00 40.03
5 Years 60000.00 115855.00 26.73
Since Inception 116000.00 356345.00 22.09
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11. SIP Performance
HDFC Mid-Cap Opportunities Fund
 SIP of Rs.1000 Per
Month
Period
Years
Investment
Rs.
Valuation
Rs.
Annualised
Returns
1 Year 12000.00 16970.29 86.20
3 Years 36000.00 67385.00 45.50
5 Years 60000.00 125080.00 29.96
Since Inception 88000.00 238935.00 26.71
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12. SIP Performance
ICICI Pru Value Discovery Fund
 SIP of Rs.1000 Per
Month
Period
Years
Investment
Rs.
Valuation
Rs.
Annualised
Returns
1 Year 12000.00 16833.00 83.63
3 Years 36000.00 67234.00 45.31
5 Years 60000.00 122837.00 29.19
Since Inception 123000.00 448205.00 23.78
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13. SIP Performance
DSP BlackRock Top 100 Equity Fund
 SIP of Rs.1000 Per
Month
Period
Years
Investment
Rs.
Valuation
Rs.
Annualised
Returns
1 Year 12000.00 15038.00 50.86
3 Years 36000.00 52636.00 26.42
5 Years 60000.00 92241.00 17.27
Since Inception 140000.00 479081.00 19.66
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14. We help to secure your child’s
future by investing in
#MyInvestmentBank
Contact:
Amit Mansukhlal Surpuriya
Mobile: 9850873688
Email: asurpuriya@gmail.com
Web: www.kshitijfinancial.com