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3 STEPS TO WEALTH CREATION

How one can create wealth

Advisesure
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3 STEPS TO WEALTH CREATION

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  1. #3 Steps to Wealth Creation

  2. I face these challenges Lack of Knowledge Less Time to react to news Market is too volatile Hidden Charges Too Many Products Too much Information

  3. ? So What Should I do

  4. # 1 Step Start Early Check for yourself – Lets take an example of Mr Gaurav. How much wealth would he create in case he starts investing at different Age points for his retirement fund Let us assume - • Monthly Investment of Rs 5,000 • Retirement Age - 60 years Expected Returns 8% 10% 12% 25 Years 115 Lac Rs. 191 Lac Rs. 324 Lac Rs. Starting Age ( Investment till Age 60) 30 Years 70 Lac Rs. 113 Lac Rs. 176 Lac Rs. 35 Years 47 Lac Rs. 66 Lac Rs. 94 Lac Rs. 40 Years 29 Lac Rs. 38 Lac Rs. 49 Lac Rs. If Mr. Gaurav starts investing at the age of 25, he can save for the next 35 years for his retirement and save a corpus of 1 crore 15 lac (115 lac) if his investments give a returns of 8% per annum

  5. # 2 Step Have Equity in Portfolio Last 5 Year Returns 35.0% 32.5% 30.0% 27.4% 24.6% give Best 25.0% Equities Return Sensex has delivered 11.9% CAGR return* in past 5 year always 18.7% 20.0% in the long run. 15.0% 8.6% 9.5% 8.7% 8.7% 8.8% 9.5% 8.5% 8.5% 9.0% 9.0% 7.8% 10.0% 6.0% 4.8% 5.0% 0.0% -5.0% -3.7% -10.0% -10.1% -10.4% -15.0% Mar-11 Mar-12 Mar-13 Mar-14 Mar-15 Sensex Gold FD PPF * Return as on 26 June 2015. Source AdviseSure Research

  6. # 3 Step Don’t Time the Market 30,000  It is not always possible to time the market. Monthly SIP of Rs.100 25,000 Rs 24,209 Investment Value (in Rs.) 20,000 As seen from the graph, Rs 100 monthly SIP invested in PRU ICICI growth Fund becomes Rs 24,000 in 7 years time against Sensex returns of Rs. 14,000 Rs 14,373 15,000 10,000 Rs 8,400 5,000 - Apr-08 Apr-09 Apr-10 Apr-11 Apr-12 Apr-13 Apr-14 ICICI Pru growth Sensex Amount invested Source: AdviseSure Research * Return as on 26 June 2015. Source AdviseSure Research

  7. We Offer Advisory Fees Rs. 365 Per Annum Customized advise only for you Customized , unbiased Wealth Management @Rs. 1 per day Regular Review and Rebalancing Unlimited Long Term Investment Advise Tax efficient portfolio design No Minimum investment Substantial Savings in Commission ( Optional)

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