who we are and how we can help you...kalpana age: 34, married, executive at a service company...

8
WHO WE ARE AND HOW WE CAN HELP YOU

Upload: others

Post on 19-Sep-2020

0 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: WHO WE ARE AND HOW WE CAN HELP YOU...Kalpana Age: 34, Married, Executive at a service company Investments: SIPs in Mutual Funds, Equities, Tax-saving Funds, Corporate Fixed Deposits

WHO WEARE ANDHOW WECAN HELP

YOU

Page 2: WHO WE ARE AND HOW WE CAN HELP YOU...Kalpana Age: 34, Married, Executive at a service company Investments: SIPs in Mutual Funds, Equities, Tax-saving Funds, Corporate Fixed Deposits

FundsIndia.com serves over 12+ lakh happy customers, who have found a convenient online and mobile platform for investing.

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,Tax-saving Funds

The Gupta FamilyInvestments:Equities, Mutual Funds

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

Mr. RaoAge: 67, Married,Retired from service

Investments:Corporate Fixed Deposits,Mutual Funds

Page 3: WHO WE ARE AND HOW WE CAN HELP YOU...Kalpana Age: 34, Married, Executive at a service company Investments: SIPs in Mutual Funds, Equities, Tax-saving Funds, Corporate Fixed Deposits

Who is behind FundsIndia.com?

FundsIndia is registered with the following entities:

Credit Information Bureau Ltd. (CIBIL) Member

Depository Participant (DP)with Central Depository

Services Ltd. (CDSL)

KYC User Agency (KUA) with UIDAI

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

Srikanth MeenakshiFounder

Parag DholDirector

Ashu GargDirector

C.R. ChandrasekarFounder

Girirajan MuruganAditya ParekhDirectorDirector

Page 4: WHO WE ARE AND HOW WE CAN HELP YOU...Kalpana Age: 34, Married, Executive at a service company Investments: SIPs in Mutual Funds, Equities, Tax-saving Funds, Corporate Fixed Deposits

The FundsIndia Growth Story

2016

WINNERActive Customer

Engagement at the CIIAward for Customer

Obsession

2015

WINNER

The Economic TimesPromising Brand of the Year

‘CNBC-TV18 – UTI NationalOnline Advisory ServiceAward’ at the Financial

Advisory Awards

2014,2015& 2016

WINNER

2018

WINNERInnovation in the Start-upcategory at The Economic

Times BFSI Innovation TribeAwards and Summit

2017

WINNER'Best Innovation in Wealth

& Assets Management Award'at BusinessEx.com'sMoneyTech Awards

‘Fintech Solution of theYear’ award at the Frost &

Sullivan India DigitalTransformation Awards

2017

WINNER

Brand of the Year Award bySilicon India Magazine

2014

WINNER

2009 2010 2011 2012 2013

2018 2017 2016 2015 2014

Awards

July Mutual Fund Platform

OctoberDeposits Platform

DecemberAdvisory Platform

July1st round of funding -

Inventus Capital

JanuaryFlexi SIP & other

Value-added Services

April2nd round of funding -Foundation Capital

DecemberBSE Broker License

JuneIndia’s First Robo-advisoryService - Smart Solutions

FebruaryOnline Enrolment

MarchAndroid App & FundsIndia

AcademyJune

SEBI Registered InvestmentAdvisor

AprilAdvisory Review Board

June3rd round of funding -

Faering CapitalDecember

iOS App

November

FundsIndia RatingsDecember

SIP with Insurance &Super Savings Account

NovemberOne-step Aadhaar-linking for

mutual fund investmentsDecember

UPI on Android and Web

AprilPaperless e-Mandate systems for

Axis, HDFC & ICICI Bank customers.Instant Opening of Equity Accounts

with Aadhaar eSignMay

Prepaid brokerage for equitiesDecember

Election Portfolios and SmartSIP

Page 5: WHO WE ARE AND HOW WE CAN HELP YOU...Kalpana Age: 34, Married, Executive at a service company Investments: SIPs in Mutual Funds, Equities, Tax-saving Funds, Corporate Fixed Deposits

What’s unique andwhy should you choose

FundsIndia.com?

It’s completely online – purchase, track, get advisory services and more without

any paperwork

Get access to multipleinvestment products – mutual

funds, equities, corporate deposits, and more

Make investments for your family under one login ID, open minor accounts for your children, and do so

much more.

Get award-winning advisory support that is free and

multi-channel (phone, email, Skype, chat, app)

Invest for your goals with Money Mitr, India’s �rst

comprehensive robo-advisory service that gives you great

investment solutionsautomagically.

Page 6: WHO WE ARE AND HOW WE CAN HELP YOU...Kalpana Age: 34, Married, Executive at a service company Investments: SIPs in Mutual Funds, Equities, Tax-saving Funds, Corporate Fixed Deposits

What investment options are available at FundsIndia.com?

Mutual funds

• Large selection – Choose from over 3,500 mutual fund schemes

• Dedicated advisory service – Guidance for goal planning and asset allocation, along with automated advisory through Money Mitr

• Innovative features – Flexi SIP, VIP and VTP, Triggers, Step-up SIP

• Tracking – X-ray reports, Instant Analyses

• Access to timely recommendations and research reports

Equities

• 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

• 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

Insurance

Store all your insurance policies online in one convenient online location withFundsIndia’s e-Insurance Repository service

Enjoy the best range of investment products, award-winning advisory services, and smart value-adds that will make your money earn more for you.

Page 7: WHO WE ARE AND HOW WE CAN HELP YOU...Kalpana Age: 34, Married, Executive at a service company Investments: SIPs in Mutual Funds, Equities, Tax-saving Funds, Corporate Fixed Deposits

Partners

Mutual Funds

Fixed Deposits

Page 8: WHO WE ARE AND HOW WE CAN HELP YOU...Kalpana Age: 34, Married, Executive at a service company Investments: SIPs in Mutual Funds, Equities, Tax-saving Funds, Corporate Fixed Deposits

What are you waiting for? Sign up with FundsIndia.com and enjoy the following advantages:

Free-for-lifeaccount advice

Paperlesstransactions

24x7 onlineand

mobile access

Greatvalue-added

services

WE ARE MOBILE!Start your investment journey at www.FundsIndia.com For more information, please call us on 1860 258 3055. You can also write to us at: [email protected]

MUTUAL FUNDS | EQUITIES | CORPORATE DEPOSITS | And more. . .

Disclaimer: Mutual Funds are subject to market risks.Please read the Scheme Information Document and Statement of Additional Information carefully before investing.

Scan now to start investing on the go with the FundsIndia mobile app (for Android and iOS).