Why Investmentz

1. WHY INVESTMENTZ Investmentz.com endeavours to bridge the gap between your income and expenses to help you achieve your short-term needs, mid-term aspirations, and long-term financial goals. It is the perfect tool, which guides you on how to convert your dreams into reality. The Investmentz.com team with more than 1000 man-years of experience has identified the need of the hour. We are in the investment business longer than most. We understand that each individuaInvestmentz.com endeavours to bridge the gap between your income and expenses to help you achieve your short-term needs, mid-term aspirations, and long-term financial goals. It is the perfect tool, which guides you on how to convert your dreams into reality. The Investmentz.com team with more than 1000 man-years of experience has identified the need of the hour. We are in the investment business longer than most. We understand that each individual has different needs, goals, and dreams. To accomplish those, you have to start planning as early as possible. Unfortunately, there was no comprehensive website available for online investment and financial planning with trade execution capabilities before the launch of our new website Investmentz.com.Today, you can plan for your goals and invest at the click of the mouse through our website Investmentz.com :

2. UNIQUE INVESTMENT AND PLANNING INTERFACE We offer unique web-based interface for investment and financial planning, which starts from your risk profiling, income-expense, and asset-liability analysis to provide you with customized investment solutions. It offers you ideal investment asset allocation across asset classes such as equity, bonds, and mutual funds to achieve your short-term and long-term goals successfully.

3. INNOVATIVE TOOLS • Our website combines unique research-based innovative tools, developed using various research techniques such as qualitative and quantitative analysis, psychometric analysis, and want and need differentiation analysis. • Financial Health Check-up & Risk Profiling • Risk Profile based Model Portfolio • Life Time - Goal based planning • Comprehensive Financial Planning • Stock Investing with live news flow • Comprehensive company data search • Inclusive sector based company data search • Product Advisory – Insurance, MF, Stocks

4. EASY TO USE • Investmentz.com offers Easy-to-use smart interface, which integrates investment products with goal planning and comprehensive financial planning. • You can navigate seamlessly across different products starting with online guidance to making informed investment decisions with in-depth research ideas.

5. INVESTMENT AND ADVISORY CHOICES • Stocks • Mutual funds • Bonds • Commodities • Futures and Options • Product advisory – Insurance, MF, stocks • Investment advisory • Portfolio advisory

6. LOW COST-HIGH RETURNS • Earlier, financial planning and wealth management services were just available with big-ticket portfolios. However, with Investmentz.com, you may avail a host of financial planning and portfolio advisory services at a marginal cost, translating into good ‘Value for Money’. • Low commission • Low account opening fees • Goal based packages • Complimentary research • Customized advisory • Company database

7. LOW COST-HIGH RETURNS • Earlier, financial planning and wealth management services were just available with big-ticket portfolios. However, with Investmentz.com, you may avail a host of financial planning and portfolio advisory services at a marginal cost, translating into good ‘Value for Money’. • Low commission • Low account opening fees • Goal based packages • Complimentary research • Customized advisory • Company database

8. RESEARCH AND KNOWLEDGE EMPOWERMENT • Intelligent investing starts with knowledge empowerment, quality, and timely delivery of information. At Investmentz.com, internal and external research advisory with expert advice are made available across asset classes. We build financial planning asset allocation and model portfolios through in-depth research methodology developed by our experienced professionals. Results of outcomes are tested on various parameters and discounted to achieve at least conservative targets. • The following are some research products: • Newsletters – equity, commodities, mutual funds, personal finance • knowledge centre • MF rankings • Product reviews • Investment ideas • Interactive demos • Chats and webinars

9. RESEARCH AND TRACKING OPTIONS • We do not believe in the concept ‘make investments and forget them’. We believe in tracking your investments, reviewing them, and providing you with ultimate solutions to do the re-asset allocation as and when needed. • Following are the tracking options: • Portfolio Tracker • Watch List • Online financial planning – Re-asset allocation • Online equity model portfolio – Re-asset allocation • Online MF model portfolio – Re-asset allocation • Portfolio doctor

10. PROFESSIONAL ADVICE • We are a research-based organization, which has specialized experts on the following areas • Financial planning • Equity fundamental and technical advice • Commodities and currency • Mutual funds • Insurance • Derivatives

11. CALL –N-TRADE • In situations when you are unable to log in to Investmentz website, you can place orders securely over the telephone with the ‘Call-n-Trade’ service.

12. SECURITY • Investmentz.com has secured trade gateways for financial investments approved by all major exchanges such as NSE, BSE, and MCX to provide you with best of the services at lowest cost and highest security.

13. THANK YOU