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Investment Interrmediates
Ltd.
An ISO 9001:2000 company
Mutual Funds
Smart Investment
Why to Invest?
• DISK , DINK
Is your Principal Safe?
Time Saving Inflatio Differen % loss /
Period A/c n ce Gain
(@5%)
100,000
79,599
78,353
62,368
48,102
38,288 37,689
30,000
At inflation of 5%
Mutual Fund
EK Investment Option
What is Mutual Fund?
How Mutual Fund Works?
INVESTORS
RETURNS FUND
MANAGERS
(MFs)
Invest in
Generate
SECURITIES
What’s in it for YOU?
• Professional Management
• Diversification & Lowered Risk
• Low Cost
• Liquidity
• Transparency
• Flexibility
• Choices of Schemes
• Tax Benefits
• Regulation
Types of Scheme
Choices of Schemes
• Sectoral Fund
• Thematic Fund
• Diversified Equity Fund
• Index Fund
• Balanced Fund
• Debt Fund
• Gilt Fund
• Liquid Fund
Different Plans in MF
• Growth
• Bonus
• Dividend Payout
• Dividend Re - Investment
Tax Benefits in Mutual Fund
STCG LTCG
Equity Funds 10 %* New NIL
15%*
Debt Funds According to 10 %* W/O
Tax Slab Indexation
20%* With
Indexation
• Switch
• Alerts
It’s Hot !
PAN card is compulsory for investing in
Mutual Fund.
• Buy Lower
• Hold Longer