Franklin Templeton Family Solutions Presentation


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Franklin Templeton Family Solutions Presentation

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Franklin Templeton Family Solutions Presentation

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  25. 25. 24We All Have DreamsInvesting can help you realize your goals in life! Buying your Providing a good Having a happy Dream House future for Children Retired life
  26. 26. 25Inflation shrinks your buying powerInvesting wisely can help overcome inflation and reach your goals! A Loaf of Bread 1 Liter Milk 1 Kg Apples Year Amount Year Amount Year Amount 2000 Rs. 10 2000 Rs. 25 2000 Rs. 25 2010 Rs. 16 2010 Rs. 40 2010 Rs. 80 2020* Rs. 26 2020* Rs. 65 2020* Rs. 130 2030* Rs. 42 2030* Rs. 106 2030* Rs. 212*Inflation for the years 2020 and 2030 assumed @ 5% annually
  27. 27. 26Waiting can prove costlyInvesting early can ensure you do not lose out on your goals!Riya invested Rs.10,000 p.a from age 25 to 35 (for 10 years, a total of Rs.100,000)Sameer invested Rs.10,00 p.a from age 35 to 60 (for 25 years, a total of Rs.250,000) 4000000 Rs. 33,41,292 Although Sameer invested 15 3000000 Rs. years longer than Riya and contributed an additional Rs. 2000000 Rs.14,93,339 150,000, his account value at age 60 was 44% less 1000000 0 Riya Sameer Appreciation Amount investedAssumes each account earned 12% annually
  28. 28. 27Investors feel MFs best suited to meet life goals!53% investors feel MFs best suited for long-term needs like retirement,child’s education, etc To meet long term needs such as 53% retirement, children, education etc. To help grow your money in 1-2 years 29% To help plan reduce your taxes 13% 5% To park your money for a few months 0% 25% 50% 75% Source: Franklin Templeton Global Investor Sentiment Survey: India, Feb 2011. Research by ORCInternational; Sample: Online, 1002 adults; Age Group: 18-64
  29. 29. 28Presenting
  30. 30. 29What is Family Solutions? A unique investment solution from Franklin Templeton Mutual Fund that helps you plan for your life goals RETIREMENT CHILD’S FUTURE WEALTH BUILDER
  31. 31. 30How does it work? STEP 1 Create a customized plan along with your advisor using the Family Solutions Planner
  32. 32. 31How does it work? STEP 2 Submit filled up Family Solutions form and Goal Sheet to us along with a single cheque
  33. 33. 32How does it work? STEP 3 Receive a Welcome Letter and customized Family Solutions Account Statement
  34. 34. 33How does it work? STEP 4 Periodically review progress of goals with your financial advisor
  35. 35. 34Benefits to you to plan Planner helps plan for life goals in simple, organized and customized way Saves the trouble of choosing from 100s of funds with varied objectives
  36. 36. 35Benefits to you to invest Fill up a single form for all your goals and pay through a single cheque
  37. 37. 36Benefits to you to monitor Customized account statement gives details of goals, schemes invested in and the value of the investments Track the progress of your goals through your advisor
  38. 38. 37Invest through Franklin Templeton Family Solutions. Give you family the future they deserve
  39. 39. 38Risk Factors Disclaimer: Setting up the goals, planning of investment and taking informed investment decision might require professional expert advice. You are advised to consult your advisor prior to arriving at the investment decision. There is no assurance or guarantee that the goals planned for will be achieved and the same is subject to the investment performance of the schemes. Past performance of the schemes is neither an indicator nor a guarantee of future performance, and may not be considered as the basis for future investment decisions. The recommendation given above is based on the inputs provided by you regarding your anticipated rate of returns and rate of inflation, the investment goals including the target amount and investment horizon. Risk Factors: All investments in mutual funds and securities are subject to market risks and the NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. There can be no assurance that schemes’ investment objectives will be achieved. The past performance of the mutual funds managed by the Franklin Templeton Group and its affiliates is not necessarily indicative of future performance of the schemes. The names of the schemes do not in any manner indicate the quality of the schemes, their future prospects or returns. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes. The Mutual Fund is also not assuring that it will make any dividend/bonus distributions under the dividend/bonus plans of the schemes though it has every intention of doing so. All dividend/bonus distributions are subject to the investment performance of the schemes and the payment of dividend is subject to availability and adequacy of distributable surplus. Subscription in tax saving schemes are subject to lock-in period specified in the respective scheme information document and the investor cannot redeem, transfer, assign or pledge the units during the lock-in period. The Trustee, AMC, their directors or their employees shall not be liable for any of the tax consequences that may arise, in the event that the Scheme is wound up before the completion of the lock-in period. Investors are requested to consult tax professionals for specific tax, legal and financial implications of the investment/ participation/disinvestment in the schemes. The investments made by the schemes are subject to external risks. Please read the Statement of Additional Information (SAI) and Scheme Information Document (SID) carefully before investing. Statutory Details: Franklin Templeton Mutual Fund in India has been set up as a trust by Templeton International Inc. (liability restricted to the seed corpus of Rs. 1 lac) with Franklin Templeton Trustee Services Pvt. Ltd. as the Trustee (Trustee under the Indian Trusts Act 1882) and with Franklin Templeton Asset Management (India) Pvt. Ltd. as the Investment Manager. The Fund offers NAVs, purchases and redemptions on all business days except during the period when there is a book closure.
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