Savings vs Investment

Know about the conventional approach to savings and investments and how the 'Smart' Approach is different and can be better for you.

Balance Advantage Fund / Dynamic Asset Allocation Fund

Have a curiosity about different mutual funds? Here is all about Balanced Advantage Funds and Dynamic Asset Allocation Funds.

Direct vs Regular

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

Immediate Annuity Plan

Immediate Annuity Plan is a good investment option for Retirees. It will help you to compare the same with other after retirement investment options available.

Plan Your Future Today

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

Debt Mutual Fund vs Bank Fixed Deposits

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

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.

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

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.


Use this presentation for higher ELSS sales this financial year.

Rupee vs. Dollar

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

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.