FundsIndiaSmart Solutions

www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Your Life. Our Solutions.Together, all the way.

(It’s that simple, really.)

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully. www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

FundsIndia Smart Solutions

Anyone who seeks to have a secure financial future.

Anyone who wants to make smart investment choices but lacks the time and expertise.

Anyone who wishes to develop a disciplined financial habit that can almost run on autopilot mode.

Who it is for

www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

FundsIndia Smart Solutions provides active mutual fund portfolios to achieve life goals.

Presently, there are FundsIndia Smart Solutions to invest for children’s education, their marriage, and your own retirement.

For new investors, we also have a ‘Shubh Aarambh’ solution to get them started with a disciplined habit of investing.

FundsIndia Smart SolutionsWhat it is

www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Do you find planning for your investments hard, complicated and boring?

www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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With FundsIndia Smart Solutions, achieving your financial goals is simple and easy!

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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You can stop worrying and start investing!

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

FundsIndia Smart Solutionswill be available to all new and existing customers

of FundsIndia absolutely

FREE of charge!www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

The FundsIndia Smart Solutions Home Page

www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

The FundsIndia Smart Solutions for Education Page

www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Getting Started

Pick your goal and customise it with some basic information.

We’ll present a portfolio solution to you. You can sign-up for it and start investing.

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FundsIndia Smart SolutionsHow it works

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Ongoing Updates

You will receive periodic updates on our recommendations for your portfolio.

You can ‘Accept’ or ‘Decline’ each of the recommendations.

If you accept a change recommendation, it will automatically be carried out in your FundsIndia Smart Solutions portfolio.

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FundsIndia Smart SolutionsHow it works (Contd.)

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

How updates on your FundsIndia Smart Solutions portfolio are presented to you

www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Our experts’ recommendations will be of two types: Recommendations to change funds in the portfolio

(replace fund x with fund y). Recommendations to move to safer investments as

you near your financial goal (asset allocation). In order to ensure transparency, every

recommendation will have a brief explanation to let you know why it was made.

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FundsIndia Smart SolutionsHow it works (Contd.)

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

FundsIndia Smart Solution portfolios will be maintained separately in an investor’s account.

Folio IDs in these portfolios will be distinct. Additional investments and redemptions can be

made only at the portfolio level, and not at the individual scheme level.

Investors will not be able to add their own investments in these portfolios.

FundsIndia Smart SolutionsFeatures

www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Hassle-free investing Unbiased expert opinion Regular follow-up Transparent procedures Click-easy convenience FREE for all

Why FundsIndia Smart Solutions?

www.fundsindia.com *Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

www.fundsindia.com

A promise to be together, all the way.

FundsIndia Smart Solutions is not just a product. It is a service that promises to stay with you until you achieve

your financial goal.

*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.