Fundsindia Starter Kit

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Here's your Quick start guide to make the most of Fundsindia.com. Your One-stop destination for all your investment needs. Here's your friendly features that help you invest smart.

Transcript of Fundsindia Starter Kit

Page 1: Fundsindia Starter Kit

Here’s your Quick Start Guideto make the most of FundsIndia.com

WELCOME TOTHE WORLD OF

SMART INVESTING

Page 2: Fundsindia Starter Kit

We’d like to show you around FundsIndia – your one-stop destinationfor all investment needs.

Take your pick from the following investment options:

Enjoy flexibility with your investmentsInvest whenever you want and in any way you like. Want to pause an SIP? No problem! Wish to change a scheme mid-way? Just a click!

Take advantage of professional adviceWhatever be your investment query, our expert financial advisors are here to offer unbiased guidance to you. Just give us a call on (0) 7667 166 166 and we'll be happy to help you!

Stay safe and secureWe are a registered broker with the Bombay Stock Exchange and an authorised distributor of Mutual Funds with AMFI. Our online security infrastructure ensures your transactions are always safe and protected.

Bring your family on-boardWith FundsIndia, you can track and maintain all your family's investments under one user ID. What more? You can even start investing early for your children too!

One-stop Mutual Fund Shop: Get access to a number of Mutual Funds in one convenient online location, coupled with dedicated investment advice and smart tools to investing.

Top-rated Corporate Deposits: Invest in deposits that are handpicked by our experts for high returns, the safe way.

Consolidate Your Insurance: Track and maintain all your life and health insurance policies online for FREE with FundsIndia’s e-Insurance Repository. With our reminders, you’ll never miss a premium payment again!

24 Karat Gold: Buy gold in an easy and systematic way for as low as ` 50 per day with Reliance My Gold Plan.

Hassle-free Loans: Get the best rates for personal loans and home loans from top financial organizations.

Equities from BSE: Indulge in the rewarding world of stocks, get regular stock recommendations from our advisors and stay ahead in the race for returns.

Friendly features that help you invest smart!

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INVESTFlexibility to Invest the Way You Like

Lower the cost of purchasing units by investing in ourValue-averaging Investment Plans (VIPs) andValue-averaging Transfer Plans (VTPs)

Transfer your existing investmentsto your FundsIndia account

Set up switch transactionsfor FMPs on maturity

MY ACCOUNTSGet Your Family Onboard Too!

Add investors to your account andtrack their investments from one login ID

Make joint investments withother people in your account

Tell your friends about FundsIndia andget guaranteed gift vouchers

PLANSmart Plans to Maximize Your Returns

Get investment solutions for life eventslike children’s education, their marriage,or your own retirement

Ask investment queries to our expertfinancial advisors

Design your own SIP based onyour needs and goals

SIP PAGESystematic Plans for Rewarding Returns

Set up simple SIPs to investregularly for different life goals

Set up Step-up SIPs that give you the flexibilityto invest different amounts every month

Buy 24 Karat gold in aneasy and systematic way

DASHBOARDThe Power of Investing in One Screen

View and manage differentportfolios under your login ID

Get detailed portfolio insightsand analyses

ONLINE INVESTING AT A GLANCE

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Learn moreFundsIndia Academy: www.fundsindia.com/academyInvestment Tutorial: www.fundsindia.com/pages/learning

SupportShould you require any help online,click the ‘Chat Now’ tab on the home page.

ContactFor more information, please visit us at:FundsIndia,H.M. Centre, 2nd Floor,29, Nungambakkam High Road,Numgambakkam, Chennai 600 034

Call (0) 7667 166 166Email [email protected] www.fundsindia.com

Or, simply scan this code with your smartphone

MUTUAL FUNDS | EQUITIES | DEPOSITS | INSURANCE | NPS | GOLD | LOANS

Disclaimer: Mutual Funds are subject to market risks.Please read the Scheme Information Document and Statement of Additional Information carefully before investing.

Winner of CNBC-TV18 - UTI

at the Financial Advisory Awards

NationalOnline AdvisoryServices Award

You can now download the FundsIndia app for Android users from the Google Play Store and make investments on the go.

WE ARE NOW MOBILE!