sip ppt
Post on 19-Jan-2015
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SYSTEMATIC INVESTMENT
PLANNING(SIP)
INVESTMENTS BY :-AFATB MULLA (34)
ROAD MAP
INTRODUCTIONRUPEE COST AVERAGEPROBLEM OF INVESTOR5 REASON TO INVEST IN SYSTEMATICWORKING OF SIPFACILITY BY SIPBETTER INVESTMENT THANHOW SIP SCORESBENEFITS
Systematic Investment Plan (SIP)
SimpleMin Investment of only Rs.500
IntelligentBenefit from the Power of Compounding
PracticalLink to your Financial Goals
SIP WORKS ON PRINCIPLE OF REGULAR INVESTMENTS
LIKE A RECURRING DEPOSIT WITH THE POST OFFICE OR BANK
METHOD OF INVESTING A FIXED SUM REGULARLY IN MUTUAL FUNDS
HELPS IN INVESTING AT THE RIGHT TIME
POWER OF COMPOUNDING TO BETTER APPRECIATE THE WORKING OF SIPs
INTRODUCTION
RUPEE COST AVERAGING
MARKETS ARE VOLATILE, THEY MOVE UP & DOWN IN AN INPREDICTABLE MANNER
INVEST A FIXED AMOUNT AT REGULAR, PREDERTERMINED INTERVALS & USE THE MARKET FLUCTUATIONS TO YOUR BENEFITS
HOW DOES IT HELP YOU :
YOU BUY LESS WHEN THE MARKET IS UP & BUT MORE WHEN THE MARKET IS DOWN
OVERTIME THE MARKET FLUCTIATIONS ARE AVERAGED
MOST LIKELY YOU WILL REALIZE SAVING ON THE COST PER UNIT
LEAD TO HIGHER RETURNS
EXAMPLE OF SYSTEMATIC INVESTMENT
START INVESTING EARLY IN LIFE
THE LOWER THE COMPOUNDING PERIOD, THE BETTER FOR YOU
PROBLEMS OF INVESTORS
MONEY TO INVEST
MANAGING IT
TIME OR EXPERTISE
KNOWLEDGE
WORKING OF SIP
SET YOUR FINANCIAL GOALS
IDENTIDY THE SCHEME
DECIDE THE SIP AMOUNT
LOOKING FOR LONG TERM COMMITMMENT
START INVESTING
LIGHT ON WALLET
MAKES MARKET TIMMING IRRELEVANT
HELPS YOU BUILD FOR THE FUTURE
COMPOUNDS RETURN
LOWERS THE AVERAGE COST
5 REASONS FOR INVESTING
SYSTEMATICALLY
FACILITY BY SIPAVAILABLE IN ALL OPEN-END EQUITY FUNDS & INCOME FUNDS
OFFERED ON A SAILY, WEEKLY, MONTHLY & QUATERLY BASIS
AVAILABLE DATES FOR MONTHLY & QUATERLY OPTION SIP CAN BE NORMALLY ANY DAY OF THE MONTH (DIFFER FROM FUND HOUSE TO FUND HOUSE)
IF YOU ARE DOING AN SIP IN MORE THAN ONE FUND, CHOOSE DIFFERENT DATES TO ENSURE YOU HAVE MORE PRICE POINTS FOR ENTRY
MINIMUM SIP AMT Rs 500 {MONTHLY} Rs 1000 {QUATERLY]
CAN CHOOSE TO DO SIP FOR 6 OR 12 MONTHS
BETTER INVESTMENT THAN
EQUITY SHARES
DEBENTURE
MUTUAL FUNDS
INSURANCE
HOW SIP SCORES
CAN DO SIP USING POST-DATED CHEQUES OR AUTO DEBIT
AUTO-DEBIT IS AN EFFICIENT & HASSEL-FREE WAY AS YOUR INVESTMENT
ROUTED THROUGH YR BANK A/C ELECTRONICALLY
AUTHORIZE YOUR BANKER TO DEBIT THE SIP AMOUNT ON A WEEKLY, MONTHLY OR QUATERLY BASIS
USE THE SIP ‘AUTO DEBIT’ FORM FOR THIS PURPOSE
FIRST SWEEP OUT OF MONEY ON CHOSEN DATE AFTER 40 DAYS FROM THE 1ST INVESTMENT INSTALLMENT (THROUGH CHEQUE)
INSTALLMENTS WILL HAPPEN THROUGH AUTO DEBIT FOR THE PERIOD CHOSEN FOR SIP
BENEFITS
INCALCULATE FINANCIAL DISCIPLINE
REDUCE THE RISK
COMPOUND THE RETURNS
PLAN & BUILD YOUR FUTURE
ACCUMULATE WEALTH IN A MUCH RELAXED MANNER
OVERPOWER THE TEMPTATION TO SPEND LAVISHLY
RECOMMENDATI
ON
THANK YOU…
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