Presentation Description

What are most critical things to look before investing in ELSS MUTUAL FUNDS ? How a first time investor can learn to start investing in ELSS FUNDS Process of investing in ELSS ELSS, Saving Taxes, 80C, Income tax act, Deduction from tax, Best tax saving schemes,


Presentation Transcript

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4 Critical Things to check before Investing in ELSS

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1 Understand your profile  Check your Risk Attitude and Risk Capacity  Know what is your objective in terms of Growth Conservative Moderate Moderately aggressive Aggressive Risk Profile Investment Objective Protect investment from loss Capital growth along with capital appreciation Capital growth with calculated risk High risk for super natural returns

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2 Calculate your Goals Steps to calculate amount  Step 1-List down all the financial goals of life with expected dates  Step 2-Put the amount of money required to meet those goals.  Step 3-Defining how much money should one invest today to achieve those goals.

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Check Right Portfolio as per your Risk profile FREE Start Now Continue reading…

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3 Select the fund Select ELSS fund with :  Low Expense Ratio: It is percentage of basic overall business expenses of mutual fund. Scheme with high expense ratio will eat into your returns  Consistent Historical Performance: Historical performance aids in anticipating the future performance of the fund and hence is looked in during the selection process.  Decent Size of Mutual Fund Corpus: One way to judge a mutual fund is to know its corpus and compared with the competition .

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4 Tax on Profits LONG TERM CAPITAL GAIN TAX Individual/HUF NRI Equity Mutual Funds ListedAll Units Held for more than 12 months Nil Nil Equity Mutual funds unlisted exit by way of redemption of unitsAll Units Held for more than 12 months Nil Nil SHORT TERM CAPITAL GAIN TAX Equity Mutual fundsAll Units Held for less than 12 months 15 + 12 surcharge + 3 cess 17.3040 15 + 12 surcharge+ 3 cess 17.3040

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Advisory Fees Rs. 365 Per Annum Customized unbiased Wealth Management Rs. 1 per day Customized advise only for you Unlimited Long Term Investment Advise Tax efficient portfolio design No Minimum investment Regular Review and Rebalancing Substantial Savings in Commission Optional We Offer Start Now

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Wealth Creation Advice Monthly Savings Advice Tax Saving Investments Portfolio Restructuring Advice Goal Planning Online Transaction In case you want to invest Lump Sum In case you want to invest On Monthly basis In case you want to Make Tax Saving Investments In case you want to Buy and Sell any product In case you want to Plan your Financial Goals If you want to Restructure your portfolio What You get Rs 1

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Risk Profiling Knowing- Risk Capacity- How much Risk you can afford to take Risk Attitude- How much Risk you want to take Financial Goals Knowing- All Financial Goals of the life The Inflation adjusted amount required to meet them Right Portfolio Investment Products right as per risk profile Portfolio which is tax efficient Buy/ Sell With least Brokerage Commission With Nil hidden costs Regular Monitoring Of Portfolio and Markets Rebalance Investments when required 1 2 3 4 5 Right Process Know Best 5 shares for your Risk Profile Start Now

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