Wealth Management (1)

8/8/2019 Wealth Management (1)

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Introduction to WealthManagement

An advanced type of financial planning thatprovides individuals and even families with privatebanking, estate planning, asset management,legal service resources, trust management,investment management, taxation advice, andportfolio management.

Requires a client-centric emphasis on a cycle ofactivities.

Success of the wealth management businessdepends to a large extend on the ability inacquiring clients and establishing solid and lasting

relationship. Requires comprehensive efforts to help consumers

manage their long-term financial efforts andwellbeing.


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Need for wealthmanagement

Helps in determining monetary goals and developactionable strategies.

Defends their finances against risks.

Service that is basically aimed at high net worthindividuals.

With greater wealth comes greater investment options.

More wealth makes it more complex risks and threats interms of legal regulations , taxation issues and

opportunities for loss.


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Wealth managementservices

Investment planning-assists in investing money intovarious investments markets.

Insurance planning-assists in selecting various types ofinsurance.

Retirement planning-is critical to understand how muchfunds you require in old age.

Asset protection-protects your assets from threats, suchas - inflation, creditors & lawsuits to maintain your

lifestyle.


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Contd.

Tax planning-helps in minimizing tax returns.

Estate planning-helps in protecting you & your estatefrom creditors, lawsuits & taxes.

Business planning-it aims at optimizing the tax freeadvantages of running your business.

Business succession planning-assists in planning for theinevitable to maximize returns.

Wealth transfer-helps in passing on your wealth to your

dependents.


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S te p s in W e a lthM a n a g e m e n t


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Benefits of WealthManagement

Reduces taxes associated with income, capital gains andestate.

Protects assets from misjudgments and creditors.

Improves yields with more diversification and less risk.

Manages liabilities such as mortgages and collegefunding.

Risk Management for High worth Clients.


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Platinum Mutual Fund AdvisoryServices

ealth Creation throughutual Funds


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.EVER SAY NO TO A WISE ADVICE

Presenting

ET UP YOUROALS AND WEELP YOU .CHIEVE ITGUIDEO PROPER NVESTMENTLANNING TOULLFILLOUR NVESTMENTNEEDS

LATINUM MUTUAL FUND ADVISORYSERVICES


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EEDS AND OBLIGATIONS OF LIFEAN BE TAKEN CARE OF QUIETEASILY

ream car beautiful house hildren s marriage hild education

olidays and Tours appy Retirement


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ONG TERM WEALTH CREATION.ROADMAP TO ACIEVE GOALS OF LIFE

OUR OPTION FOR LONG TERM WEALTH CREATION

uying potential Stocks? arket timing ? aving a lot of money ? xpert ecommendation ?


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SIMPLE SOLUTION TO WEALTH CREATION

UCCESSOMES IMPLY BYOING IMPLE.HINGS!!!O DO IT- Platinum

IGHT WAY IS TO FOLLOW

NVEST EARLY+NVEST REGULARLY( )ISCIPLINED SAVINGS+ (NVEST CORRECTLY RIGHT ASSET)LASS=EALTH CREATION


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JAMES

BOND

IMING THE MARKET IS NOTMPORTANT GIVING TIME ISIMPORTANT

BOND

Savings - Starting Age 25 years 40 years

Savings - Monthly SIP Rs.5,000/ Rs.15,000/

Saving Years till Age 60 35 years 20 years

Total Amount Saved (apprx.) Rs.56 lacs Rs.61 lacs

Wealth at Age 60 years Rs.26 crores 4.80 crores


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O REDUCE RISK START A DISCIPLINED SIP

upee cost Averaging verage Purchase cost Per Unitill be less

,t higher prices buy lessunits,t lower prices buy more units

utomaticTiming

utomatic Timing

ising Markets alling Markets

OUBLE BENEFIT OF REGULAR INVESTMENT


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erformance of Systematic Investment Plans( )IPs in Equity Mutual Fund schemes haseen attractive

QUITY MUTUAL FUND OUT PERFORMING EQUITYMARKET

. ,Figures are as on 31st August 2006 For Equity MF SIP performance average returns of majorschemes in existence for the stated years have been considered and compared with an

.assumed SIP in BSE Sensex .utual fund investments are subject to market risks.ast performance may or may not be sustained in future Please read the offer.ocument offer investing

You do an SIP ofRs.10,000 per month

Total AmountInvested

Equity Mutual Fund SchemesBSE Sensex

Invt. Value Ann. Returns Invt. Value Ann. Returns

During last 5 years Rs.6 lacs 19.56 lacs 49.31 14.90 lacs 37.74

During last 10 years Rs.12 lacs 70.15 lacs 32.42 33.35 lacs 19.49


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ONDERING WHAT TO DO?AKE YOUR OWN LONG TERM INVESTMENT LAN NOW

Two wars

At least 3 major financialscandals

Assassination of 2 PrimeMinisters

At least 3 recessionary periods

10 different governments and

An unfair share of naturaldisasters

his is in spite of

n past 27 years BSE Sensexas given above %9returns

Year Sensex Investment Rs.

1979 100 1,00,000

2006 11,000 1,10,00,000

-ast PerformanceEquities

TRATEGIC INVESTMENT PLANNING


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ith Platinum you can Plan to Achieve your&mportant Goals Obligations in Life

latinum Mutual Fund Advisory Services creates annvestment programme through a Systematic Investment( ).lan SIP Investors in this programme have thelexibility of choosing a monthly investment amount as.ell as the investment duration of their choicelatinum would enable the investors to plan for their, -oals without needing to review re invest or for thatatter time the markets


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latinum offers investors with greatadvantages

* xcept for ELSS Schemes

nvestments in the ight asset class, , With Platinum you would invest In Equities an asset class with potential to deliververy attractive returns in the long run

nvestment at ower riskPlatinum helps you to reduce the risks associated with equities by way of

, , &diversification professional management investing systematically through SIP

nvestments are ighly liquid-There is no lock in period of any kind and investments can be very easily redeemed at

any time you wish

onvenience Yo ( )u only have to fill the Platinum Application form and the Auto Debit ECSform and submit it with one cheque


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nvestment Options Available

:IP Amount Options

:nvestment Horizon Options

Rs.1,000 Rs.2,000 Rs.5,000

Rs.10,000 Rs.15,000

5 Years 10 Years 15 Years


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Performance Observation 1 Year 2 Years 3 Years 5Years

7Years

10Years

Universe of the Diversified Equity Schemes 107 63 41 25 13 7

Average - Div. Eq. Schemes 43.34 47.38 43.28 46.07 26.90 30.85

Performance of Markets - BSE 30 (Sensex) 58.37 50.07 39.93 33.45 16.80 15.67

% eturns CAGR as on 15thov 06

ast performance may or may not be sustained in

ast Performance of diversified equityschemes


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Your future is important. Make itfeel important

.eet platinum Advisors .onsult on your investment objective .et your investor profile .ake an action plan

mplement your investment plan step by step

.et your online account

.ollow your investments


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et Your Personal Online InvestmentAccount

et Unique Services from

.aily Automatic Updation , .ny Time Any Where Access ,nique Comprehensive with Many Reports

:eports Available>> aluation >> ransaction >> &rofit Loss >> erformance>> / /nsightful Portfolio Reports like AMC Sector Stock wiseExposures

et Your Valuation Reportet Valuation Report as per

/lients Accounts /ype Equity Debt -ub Type cheme wise &mount Date& lso get Portfolioperformance

nd Know Your otal Investments Made . ./ -ividends Recd Reinvt Paid out ortfolio &AGR Absolute Returns

&or eac h Tr an sa ct ion o ver allp o r t f o l i o . /ortfolio Asset Allocation in Eq Debt

LATINUM MUTUAL FUND ADVISORY SERVICES


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THANK YOU

HAPPY INVESTING

nter The World Of Informed Investment making

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Wealth Management (1)

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