Secure Investment in Mutual Funds

1. Secure Investment in mutual funds Elite Wealth Advisors Limited S-8, DDA Shopping Complex, Mayur Vihar Phase-1, Delhi-91 Call Us @ 9650901058/011-40000919 http://www.elitewealth.in

2. Mutual Fund • A mutual fund is a common pool of money into which investors place their contributions that are to be invested in different types of securities in accordance with the stated objective. • An equity fund would buy equity assets – ordinary shares, preference shares, warrants etc. • A bond fund would buy debt instruments such as debenture bonds, or government securities/money market securities. • A balanced fund will have a mix of equity assets and debt instruments. • Mutual Fund shareholder or a unit holder is a part owner of the fund’s asset. http://www.elitewealth.in

3. Myths about Mutual Funds • Mutual Funds invest only in shares. • Mutual Funds are prone to very high risks/actively traded. • Mutual Funds are very new in the financial market. • Mutual Funds are not reliable and people rarely invest in them. • The good thing about Mutual Funds is that you don’t have to pay attention to them. http://www.elitewealth.in

4. Mutual fund process http://www.elitewealth.in

5. Benefits of Investment in mf’s • Professional management. It is a continuous process that takes time and expertise which will add value to your investment. Fund managers are in a better position to manage your investments and get higher returns. • Diversification. The cliché, "don't put all your eggs in one basket" really applies to the concept of intelligent investing. Diversification lowers your risk of loss by spreading your money across various industries and geographic regions. • More choice. Mutual funds offer a variety of schemes that will suit your needs over a lifetime. When you enter a new stage in your life, all you need to do is sit down with your financial advisor who will help you to rearrange your portfolio to suit your altered lifestyle. • Affordability. The smallest investor can get started on mutual funds because of the minimal investment requirements. You can invest with a minimum of Rs.500 in a Systematic Investment Plan on a regular basis. http://www.elitewealth.in

6. Benefits of investment in mf’s • Tax benefits. Investments held by investors for a period of 12 months or more qualify for capital gains and will be taxed accordingly. These investments also get the benefit of indexation. • Liquidity. With open-end funds, you can redeem all or part of your investment any time you wish and receive the current value of the shares. Funds are more liquid than most investments in shares, deposits and bonds. • Transparency. The performance of a mutual fund is reviewed by various publications and rating agencies, making it easy for investors to compare fund to another. As a unit holder, you are provided with regular updates. • Regulations. All mutual funds are required to register with SEBI (Securities Exchange Board of India). They are obliged to follow strict regulations designed to protect investors. All operations are also regularly monitored by the SEBI. http://www.elitewealth.in

7. Your Investment card http://www.elitewealth.in

8. Top Mutual funds in india http://www.elitewealth.in

9. For Any Query/Suggestion, Share Your Details Here 9650901058 011-40000919 marcom@elitewealth.in http://www.elitewealth.in