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A dynamic way to achieve your targets on time…
Particulars
VIP
SIP
Investment Amount
129273.39
118000.00
Portfolio Value as on Dec 2016
165888.63
151103.59
Gain
36615.24
33103.59
Absolute Returns
28.32%
28.05%
CAGR Returns
11.15%
10.32%
Features
Let you choose the limit of monthly investment
Strategic asset allocation
Simple and disciplined approach towards investment
Based on concept of Rupee Cost Averaging
Investment possible with small sum of money invested regularly to accumulate wealth
Flexibility in terms of Amount or Quantity based SIP
Flexible intervals like Daily/ Weekly/ Fortnightly/ Monthly basis
Benefits
Reduces Risk because of Rupee Cost Averaging
VIP can be started with very small amount of money
Timing the market is not necessary
Disciplined approach towards Investment helps in controlling the emotions
Value SIP is actively managed and tracked on monthly basis.
Process
Initiate Value SIP with any amount at any time.
Each month we will send an email prior to your chosen SIP date to make payment of Value SIP.
The amount of Value SIP varies month on month basis.
A fix CAGR is targeted to calculate your Value SIP amount on monthly basis.
A fix CAGR helps you meet your goal in a defined time horizon.
If interested call us on Mukesh Gupta +91-9810184368 B Com, FCA, CPFA, CFP^CM Director Wealthcare Securities Pvt. Ltd. A 54 A, Lower Ground Floor, Lajpat Nagar- II, New Delhi-110024 Give us a Missed call on +91-98710 90316 to arrange a call back from our office Do Whatsapp +91-9582012572 Telephone No 011- 4657 5550 (Five lines)
#Mutual Fund investments are subject to market risks, read all scheme related documents carefully.