Transcription of Investing & MF - Basics
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Investing & MF -BasicsVersion to RecipientSlide 2 Investment Why Invest Some Key Concepts Inflation / Interest / Power of Compounding / Liquidity etc Asset Allocation Model Risk vsReward Different Investment OptionsMutual Fund Concept Why Mutual Fund Different Types of Funds Systematic Investment Tax Benefits Transaction Cost Hygiene FactorsCost of LivingWhy Investment?Confidential to RecipientSlide 3 Goals of LifeHow to achieve? Own house Children s Education Daughter s Marriage Peaceful Retirement Legacy for next generation Save part of the earnings Make the earnings sweat to expedite reaching the goalInvestments are required because Savings alone will not be enough to meet the goals Costs of inflationInvestment AmountNominal Value after 10 yearsReal Value after 10 yearsCashstored at 100Rs. (at 5% inflation)Invested (6% return) 110(at 5% inflation)Inflation/InterestConfidential to RecipientSlide 4 Rate at which the value of currency decreases.
Cost of Living Why Investment? Confidential to Recipient Slide 3 Goals of Life How to achieve? Own House Children’s Education Daughter’s Marriage
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