who we are and how we can help you...kalpana age: 34, married, executive at a service company...
TRANSCRIPT
WHO WEARE ANDHOW WECAN HELP
YOU
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
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
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
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.
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.
Partners
Mutual Funds
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).