Who are we and how we can help you
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Transcript of Who are we and how we can help you
WHO WE ARE AND HOW WE CAN HELP YOU
FundsIndia.com serves over 4 lakh happy customers, who have found a convenient online and mobile platform for investing.
While every investor pro�led here has a di�erent background, they all have one thing in common – they all invest with FundsIndia.com, India’s leading online investment platform.
ArvindAge: 25, Bachelor,IT Professional
Investments:SIPs in Mutual Funds, Insurance,Tax-saving Funds,Loan for a two wheeler
The Gupta FamilyInvestments:Equities, Mutual Funds,Insurance, Gold
The entire family’s investmentsare managed throughone login ID
KalpanaAge: 34, Married,Executive at a service company
Investments:SIPs in Mutual Funds, Equities,Tax-saving Funds, CorporateFixed Deposits, Insurance, Gold
Mr. RaoAge: 67, Married,Retired from service
Investments:Deposits, Mutual Funds,Gold
Who is behind FundsIndia.com?
C.R. ChandrasekarFounder &
Chief Executive O�cer
Srikanth MeenakshiFounder &
Chief Operating O�cer
Parag DholDirector
Ashu GargDirector
FundsIndia is registered with the following entities:
Credit Information Bureau Ltd. (CIBIL) Member
Depository Participant (DP)with Central Depository
Services Ltd. (CDSL)
Bombay Stock Exchange (BSE)
Association of Mutual Funds in India (AMFI)
Registered Investment Adviser with the Securities
and Exchange Boardof India (SEBI)
Authorised Person (AP) with Central Insurance
Repository Limited (CIRL) for insurance
repository services
The FundsIndia Growth Story
Winner of CNBC-TV18 - UTI
at the Financial Advisor Awards
National Online AdvisoryServices Award
Launch of Android mobile app
2009
JULYMutual fund platform
OCTOBERDeposits platform
DECEMBERAdvisory platform
2010JULY1st round of funding- Inventus Capital
SEPTEMBEREquity (sub-broker) platform
2011JANUARYFlexi SIP and othervalue-added services
MARCH Corporate channel
2012
APRIL2nd round of funding- Foundation Capital
DECEMBERBSE Broker License
2013
JUNE Smart Solutions
DECEMBER Gold Purchase Plan– Reliance My Gold Plan
2014
NOVEMBERSEBI Registered Investment Advisor
OCTOBERSatyug Mera Gold Plan (SMGP)
AUGUST
JUNE
MAYLoans sales
MARCH FundsIndia Academy
JANUARYInsurance Sales
What’s unique andwhy should you
choose FundsIndia.com?
It’s completely online – purchase, track, get advisory services and more without any paperwork
Get award-winning advisory support that is free and multi-channel (phone, email, Skype, chat, app)
Make investments in your family’s name under one login ID, open minor accounts for your children, and do so much more
Get access to multiple investment products – mutual funds, equities, corporate deposits, insurance, loans, 24 Karat gold, and more
What investment options are available at FundsIndia.com?
Mutual funds
24 Karat Gold
Equities
• Large selection – Choose from over 3,500 mutual fund schemes
• Dedicated advisory service – Guidance for goal planning and asset allocation, along with Smart Solutions
• Innovative features – Flexi SIP, VIP and VTP, Triggers, Step-up SIP, Ready-to-go Portfolios
• Tracking – X-ray reports, Instant Analyses
• Access to timely recommendations and research reports
• Systematic accumulation of physical gold
• Value-averaging methodology that allows you to buy gold for as low as ` 50
• Invest in equities from the Bombay Stock Exchange (BSE)
• Get buy/sell calls and stock tips from experts delivered straight to your inbox
Fixed Deposits
Insurance
• Curated list of safe and top-performing deposits
• Earn great returns coupled with high safety when you invest in our hand-picked selection of Corporate Fixed Deposits
Store all your insurance policies online in one convenient online location withFundsIndia’s e-Insurance Repository service
Compare, choose and avail personal loans and home loans o�ered by leading �nancial institutions
Enjoy the best range of investment products, award-winning advisory services, and smart value-adds that will make your money earn more for you.
Loans
Partners
Mutual Funds
Fixed Deposits Gold
What are you waiting for? Sign up with FundsIndia.com and enjoy the following advantages:
Free-for-lifeaccount
Free �nancialadvice
Paperlesstransactions
24x7 onlineand
mobile access
Greatvalue-added
services
Scan now to download FundsIndia's Android mobile app and make investments on the go!
WE ARE NOW MOBILE!Start your investment journey at www.FundsIndia.comFor more information, please call us on (0) 7667 166 166.You can also write to us at: [email protected]
FundsIndia, H.M. Centre, 2nd Floor, 29, Nungambakkam High Road, Numgambakkam, Chennai 600 034
MUTUAL FUNDS | EQUITIES | DEPOSITS | INSURANCE | GOLD | LOANS
Disclaimer: Mutual Funds are subject to market risks.Please read the Scheme Information Document and Statement of Additional Information carefully before investing.