My Investment Bank
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My Investment Bank An investment product to accumulate savings for child’s future while teaching them to save & manage money. www.kshitijfinancial.com
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Transcript of My Investment Bank
My Investment Bank
An investment product to accumulate savings for child’s future while teaching them to save & manage money.
www.kshitijfinancial.com
Teach your child the value of money!
A great way to accumulate savings for their future while teaching them to save & manage money.
My Investment Bank
www.kshitijfinancial.com
What is My Investment Bank ?
“My Investment Bank” is combination of SIP from parent’s account monthly & Money Bank Savings of your child annually.
“My Investment Bank” helps to encourage the habit of savings in your child at early stage of life.
With small amount of Monthly & Annual investment long term wealth can be generated.
www.kshitijfinancial.com
How it works ?
Parent’s Contribution :
Start minimum SIP of Rs.1000/- per month from parents bank account in the name of beneficiary Child.
The period of the SIP will be till the age of 18 years of Child.
At the age of 18 years the money will be credited in the Savings A/c of beneficiary child.
www.kshitijfinancial.com
How it works ?
Child’s Contribution :
Child will collect the coin’s from parents in a Money Bank.
After completion of 1 year the collected money in Money Bank will be invested in Mutual Fund selected.
This process will be continue till the age of 18 years of child.
www.kshitijfinancial.com
What can be achieved by this ?
Small investment at Child’s early age will help to create long term wealth for : Child’s Higher Educations Child’s Marriage
Helps child to develop habit of Savings at early stage of life.
Financial Empowerment of Child at the age of 18 years.
www.kshitijfinancial.com
Documents Required :
For KYC Guardian :
1. Pan Card Copy
2. Address Proof
3. 1 Color Photograph
Beneficiary Child :
Birth certificate of Child
www.kshitijfinancial.com
Schemes for Investment
Reliance Tax Saver Fund Reliance Equity Opportunities Fund HDFC Mid-Cap Opportunities Fund ICICI Pru Value Discovery Fund DSP BlackRock Top 100 Equity Fund
You can select any scheme from the above suggested schemes for Investment through SIP
www.kshitijfinancial.com
SIP Performance Reliance Tax Saver Fund
SIP of Rs.1000 Per Month
PeriodYears
Investment Rs.
Valuation Rs.
Annualised Returns
1 Year 12000.00 17651.00 99.80
3 Years 36000.00 69053.00 47.56
5 Years 60000.00 123763.00 29.54
Since Inception 110000.00 300385.00 21.01
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SIP Performance Reliance Equity Opportunities Fund
SIP of Rs.1000 Per Month
PeriodYears
Investment Rs.
Valuation Rs.
Annualised Returns
1 Year 12000.00 16669.00 80.56
3 Years 36000.00 62909.00 40.03
5 Years 60000.00 115855.00 26.73
Since Inception 116000.00 356345.00 22.09
www.kshitijfinancial.com
SIP PerformanceHDFC Mid-Cap Opportunities Fund
SIP of Rs.1000 Per Month
PeriodYears
Investment Rs.
Valuation Rs.
Annualised Returns
1 Year 12000.00 16970.29 86.20
3 Years 36000.00 67385.00 45.50
5 Years 60000.00 125080.00 29.96
Since Inception 88000.00 238935.00 26.71
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SIP PerformanceICICI Pru Value Discovery Fund
SIP of Rs.1000 Per Month
PeriodYears
Investment Rs.
Valuation Rs.
Annualised Returns
1 Year 12000.00 16833.00 83.63
3 Years 36000.00 67234.00 45.31
5 Years 60000.00 122837.00 29.19
Since Inception 123000.00 448205.00 23.78
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SIP PerformanceDSP BlackRock Top 100 Equity Fund
SIP of Rs.1000 Per Month
PeriodYears
Investment Rs.
Valuation Rs.
Annualised Returns
1 Year 12000.00 15038.00 50.86
3 Years 36000.00 52636.00 26.42
5 Years 60000.00 92241.00 17.27
Since Inception 140000.00 479081.00 19.66
www.kshitijfinancial.com
We help to secure your child’s future by investing in #MyInvestmentBank
Contact: Amit Mansukhlal SurpuriyaMobile: 9850873688Email: [email protected]: www.kshitijfinancial.com
