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• Mutual Fund• X-trade• Insurance

MUTUAL FUNDS ?MUTUAL FUNDS ???

WHAT IS SAVINGSWHAT IS SAVINGS??????

“ “ Savings is an amount of money not Savings is an amount of money not used or put aside for a specific used or put aside for a specific

purpose ”purpose ”

INVESTMENT AVENUESINVESTMENT AVENUES

• Bank DepositsBank Deposits

• Company Fixed DepositsCompany Fixed Deposits

• Bonds & Debentures Bonds & Debentures

• EquitiesEquities

• Real estateReal estate

• Bullion Bullion

AND …AND …

• MUTUAL FUNDS !!MUTUAL FUNDS !!

WHY INVESTORSWHY INVESTORS LOSE LOSE

MONEY IN EQUITIES ? ?! MONEY IN EQUITIES ? ?!

Term Speculation As Investments

Lack Of Asset Allocation

Lack Of Diversification

Do not Average Out

Biggest Of All…Exit in Down Markets

Mutual Funds: Mutual Funds: what are they ???what are they ???

Pool their money withPool their money with

Invest inInvest inGenerateGenerate

Passed back toPassed back to

Mutual Fund Operation Flow ChartMutual Fund Operation Flow Chart

• A trust which pools the savings of a number of A trust which pools the savings of a number of

investors whoinvestors who

share a common financial goal.share a common financial goal.

•Professional investment managers invest these Professional investment managers invest these

funds in afunds in a

way that helps investors achieve their goals.way that helps investors achieve their goals.

Mutual Fund is a ….Mutual Fund is a ….

Systematic Investment PlanSystematic Investment Plan

An investment plan to invest a fixed amount An investment plan to invest a fixed amount

regularly at a specified frequency say, monthly or regularly at a specified frequency say, monthly or

quarterly.quarterly.

SIP is a simple method of investing used across the world as a means to creating wealthSIP is a simple method of investing used across the world as a means to creating wealth

Empanelled with…Empanelled with…

SBI Mutual FundSBI Mutual Fund

HSBC Mutual FundHSBC Mutual Fund

Birla Sun Life Mutual FundBirla Sun Life Mutual Fund

Reliance Mutual FundReliance Mutual Fund

HDFC Mutual FundHDFC Mutual Fund

TATA Mutual FundTATA Mutual Fund

Franklin Templeton Mutual FundFranklin Templeton Mutual Fund

ICICI Mutual FundICICI Mutual Fund

UTI Mutual FundUTI Mutual Fund

LIC Mutual FundsLIC Mutual Funds

Mutual fund investments are subject to market risks. Please read the offer document carefully before investing.

Share Trading

• NSE Member

USP-I

0

Registration Charges

0

Minimum Deposit

USP-II

USP-III

Brokerage : .03%

(Daily Squaring )

Brokerage : .3%(Delivery)

USP-IV

USP-V

Exposure : 7times max.

Live Viewing on PCs

Live Updation of Data’s

Lesser Errors

Graphical interpretation of data's

More Confidence in trading.

Assessing business trend for other goods.

Greater convenience for NRIs.

Less dependence.

Aggressiveness and volume of trading.

Advantages for Clients

Xtrade HelplineXtrade Helpline

Email IDEmail ID

etrade@uaeexchange.co.inetrade@uaeexchange.co.in

xtrade@uaeexchange.co.inxtrade@uaeexchange.co.in

Insurance

• Motor Insurance

• Travel Insurance

» Bajaj Alliance General Insurance Company

» Cholamandalam General Insurance Company

Gold Card

• What is Gold Card?

• What is its benefits

any additional clarifications...?