Direct vs Regular

Use this presentation to engage with clients who want a discussion between direct and regular plans.

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Plan Your Future Today

Plan your future, today. Presenting the SIP Today SWP Tomorrow.

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Debt Mutual Fund vs Bank Fixed Deposits

The answer to a never-ending question. Debt Mutual Fund vs Bank Fixed Deposits

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Investment Options for Retiree

You have decided that you want a happy retirement. You are ready to invest accordingly. But where should you invest? Here is all you need to know.

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National Pension System (NPS)

National Pension System is one of the most popular retirement savings schemes in the country. Get a glimpse of the same in this presentation and share with your clients

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Retire Easy

Everyone wants to have a happy retirement. No one wants to take a back seat during those years because of finances. Here is how one can achieve it.

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ELSS

Use this presentation for higher ELSS sales this financial year.

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Rupee vs. Dollar

Performance of the Indian Rupee against U.S Dollar is of much interest. Find here the historical INR/USD data.

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Sukanya Samriddhi Yojana

Sukanya Samriddhi Yogana Scheme is a good investment plan for the girl child. It provides tax benefits too. Download this presentation to engage with your clients.

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Cost Inflation Index (CII)

Cost Inflation Index (CII) is used to determine the cost of acquisition of long term asset for tax purposes. Download this file to see year wise values of CII.

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Liquid Funds

The most basic of debt funds. Take a look at what liquid funds are

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Large Cap vs Mid Cap vs Small Cap

There has always been a debate on which category of funds to choose. Let us dig a little deep

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