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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.

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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.