Scribd
Upload
40 views17 pages

Smart Privilege New

The document discusses an investment plan that provides high returns compared to traditional savings instruments. It guarantees loyalty additions of 1-7% annually. The document provides examples showing that with a 50 lakh investment and 10% assumed annual returns, the total fund value after 15 years would be over 8 crores including guaranteed additions. It notes the plan has received awards and suggests investing in equity or bond optimizer funds.

Uploaded by

mspujari
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
40 views17 pages

Smart Privilege New

The document discusses an investment plan that provides high returns compared to traditional savings instruments. It guarantees loyalty additions of 1-7% annually. The document provides examples showing that with a 50 lakh investment and 10% assumed annual returns, the total fund value after 15 years would be over 8 crores including guaranteed additions. It notes the plan has received awards and suggests investing in equity or bond optimizer funds.

Uploaded by

mspujari
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 17

=

World’s Best Investment...!


95% Indian’s - SAVING 5% Indian’s - INVESTMENT

•FD, Postal Investment, •Equity, Property.


Traditional Insurance Plans, Average Returns of Investing
Kisan Vikas Patra (KVP), PF, Instrument are 15% to 25%
PPF..
•Average Returns of Saving •Which Beats INFLATION & Returns
Instrument are 5% to 7% only.. in Growth.
For HNI Segment Only,
FUND VALUE- Guaranteed Loyalty Addition TOTAL FUND-
7.27 CRORE (25%) - 1.01 CRORE 8.28 CRORE
This SMART PRIVIEGE Plan is Awarded by Economic Times Continuously
Last 6 Years..
Govt. Guarentee Open Market Fund
 Bond – 8% to 9%  Balance Fund–12% to14%
 Equity – 16% to 18%
 Corporate Bond– 11% to 12%
 Mid Cap – 18% to 21%
 Bond Optimizer–12% to15%

Steady Growth Volatile Growth


•We suggest you to Invest in Equity & Mid Cap Fund
•If you have FEAR of Equity in your Mind we suggest to Invest in Bond
Optimizer Fund
•We offer Guaranteed Loyalty Additions are
1% to 7%

Invested Fund 50 LAKH


Guaranteed Loyalty Addition 1.01 CRORE

•Almost TWICE of Invested value


•If we consider IRR @12% will be THIRCE
Fund Value 7.27 CRORE

Guaranteed Loyalty Addition 1.01 CRORE

TOTAL FUND VALUE 8.28 CRORE

•We assumed IRR@10% only.


•This is E- PROPERTY..
Invest – 50 Lakh

Withdraw- 50 LACKS
•After 15th year fund will be 1.74 CRORE
•So,
8.28 CRORE – 1.74 CRORE = 6.54 CRORE
•Long Term Capital Gain (LTCG) Total Fund will be 6.54 CRORE
•After Withdraw Principal amount at 50 lacks fund will be 6.54 CRORE
•We assumed IRR@10% only.
•This is FREE- PROPERTY..

•If we assumed:-
Invested IRR Fund Value Loyalty Addition Total Fund
Value (1% to 7%) Value

@10% 7.27 CRORE 1.01 CRORE 8.28 CRORE


50 LAKH
@12% 12.09 CRORE 1.56 CRORE 13.65 CRORE
@16% 32.60 CRORE 3.75 CRORE 36.35 CRORE
Returns Ratio 1: 15 Times

Invested Amount Fund Value


50 LAKH 8.28 CRORE
1. Pan Card
2. Aadhar Card
3. Live Photo
4. Cheque Copy
5. Income Proof – ITR Last 2 Years (Business)
Form 16 / Salary Slip ( Salaried)
6. Last 6 Months Bank Statement
7. …………………………………..
8. ……………………………………
THANK YOU…!

You might also like