FundsIndia.com is the smartest platform to invest in Mutual Funds and more. We also enable investing in Equities, Bonds, New Fund Offers, Corporate deposits and many more. As of 23rd Feb 2013 we have around 26000 investors who are leveraging the extensive benefits of the FundsIndia Platform. Our goal is to empower and enrich Indian investors. To achieve this goal, we will build a platform that makes available in one-place all the education, research, tools, support, advice in an economical package that enables individual investors have a well-planned financial future.The pillars of our operating philosophy are Trust, Investor-friendliness, Innovation and Independence.

1. FUNDSINDIA.COM
The Smartest Way to Invest in
Mutual Funds & More for FREE!

2. WHAT IS FUNDSINDIA.COM?
FundsIndia is India's first online-only investment service
platform.
We provide cost-effective financial products with value-
added services that are beneficial to the customer.
Our strengths - great products, innovative ideas and
reliable service.
Currently, over 20,000 investors are transacting in
investments through FundsIndia.com!

3. VISION AND MISSION
FundsIndia.com was launched in the year 2008 by
Wealth India Financial Services Pvt. Ltd.
Vision:
To enable every Indian investor to have a well-planned financial future.
Mission:
Our goal is to empower and enrich Indian investors. To achieve this
goal, we intend to build and maintain a platform that makes available
in one-place all the education, research, tools, support, and advice in
an economical package that will enable individual investors to have a
well-planned financial future.

4. OPERATIONAL PILLARS
Trust
Investor-friendliness
Innovation
Independence

5. BOARD OF DIRECTORS
Chandrasekar started his career at Microstrategy in USA, and moved on to
work for Morgan Stanley, and CIBC before starting his own retirement
solutions company called ExpertPlan. He returned to India in 2003 and
started an off-shore software solutions firm, Arrowpoint Technologies,
which specializes in financial applications for clients across the globe.
C.R. Chandrasekar http://in.linkedin.com/in/crchandrasekar
Founder and CEO
Srikanth started his career with IBM global services in USA, and moved on
to a start-up online brokerage platform called Foliofn. After Foliofn,
Srikanth worked in Fannie Mae, the largest firm in the secondary mortgage
market in USA, where he worked in securitization and capital markets
areas. Both, Srikanth and Chandrasekar, have more than two decades of
experience in the industry and have successfully taken new, innovative
Srikanth Meenakshi ideas and products to the market.
Founder and COO http://in.linkedin.com/in/srikanthmeenakshi

6. BOARD OF DIRECTORS
Parag has spent most of his 18 year career as a venture investor in India.
He has invested in 26 companies, resulting in 14 exits including three
IPOs to date. Parag has served as a Director/Observer on the Board of
17/25 companies that he has invested in.
http://in.linkedin.com/pub/parag-dhol/0/308/868
Parag Dhol
Director
Ashu has a wide range of experience at global enterprises that spans
business operations in the U.S. and India, from product
conceptualization to customer acquisition, with particular focus on
digital media and internet. Ashu is a TiE Charter Member and has served
on the board of several internet/technology/consumer businesses.
http://www.linkedin.com/pub/ashu-garg/0/a/371
Ashu Garg
Director

7. PRODUCTS
Mutual Funds Equities
Systematic Investment Plans Fixed Maturity Plans (FMPs)
National Pension System Initial Public Offers (IPOs)
Corporate Deposits / Bonds Exchange Traded Funds
Financial Planning Insurance

8. ADVANTAGES

9. WHY FUNDSINDIA.COM?
Aggregation across AMCs and single point of service
FundsIndia aggregates all your investments online, in one place, and
provides a single point for all your transaction and servicing needs.
Advisory services
FundsIndia’s advisors are always available to you, to choose the right
scheme and portfolio for your investment goals/needs.
On-demand portfolio design and review
FundsIndia’s automated portfolio design and review services, X-ray
reports, fund analyses, and recommendations keep your portfolio in a
state of constant good health.
Value-added services
Flexible SIP options, value-averaging investments, ready-to-go
portfolios, triggers, and many more value-adds in our platform make
a significant difference in your returns.

10. WHY FUNDSINDIA.COM?
Aggregation across products
Not just mutual funds, but all your investments – stocks, deposits, NPS, and
so on – will be available to you on one platform for effective monitoring of
your entire financial health.
Aggregation of family accounts
All your family’s investments can be maintained and tracked in one place,
under one user ID with FundsIndia.
Multi-platform access
Web, mobile, telephone, SMS – your multi fund house portfolio is never too
far away from you.
Dedicated MF Research Team
FundsIndia’s dedicated MF research team keeps a watch on the mutual fund
market and industry and updates investors with timely recommendations.
All this is provided FREE without any account or transaction charges along
with great customer support and service!

11. VALUE-ADDED SERVICES
Unique Online Platform
With FundsIndia’s online investment platform, no longer does one need to
maintain physical copies of statements. All your investments will be available to
you on your online FundsIndia account!
Better methods for Systematic Investment Plans (SIPs)
FundsIndia offers several convenient SIP options like single mandates for SIPs,
Alert SIPs, Flexi SIPs, and so on, that ensure the highest returns against the
amount invested.
Value-averaging Investment Plans
FundsIndia is the first financial services firm to offer value-averaging investment
plans across equity funds in the country. This method promises better returns
than SIPs at the same risk level!
Trigger-based investing
With your FundsIndia account, you will be able to setup investment triggers based
on Sensex, portfolio returns (gain/loss), or a particular NAV value. Trigger actions
include investments, redemption (partial or full), or switching investments.

12. VALUE-ADDED SERVICES
Free advisory services
At FundsIndia, we provide free phone appointments with our financial advisors to
answer your investment queries.
Minor accounts
FundsIndia supports minor accounts for investments in mutual funds. Also, all your
family’s investments can be maintained and tracked in one place, under one user ID.
Portfolios
At FundsIndia, you can group your various schemes/holdings into 'Portfolios'. You can
move different investments in these portfolios, track their value separately, set a
monetary goal and a time frame for each portfolio, and, at the click of a button, see
where the portfolio is currently, with respect to your goal.
Financial Planning
With FundsIndia, you can get access to prudent and personalized financial planning
straight from the experts!
Dedicated MF Research Team
FundsIndia’s dedicated MF research team keeps a watch on the mutual fund market
and industry and updates investors with timely recommendations.

13. HOW CAN YOU JOIN FUNDSINDIA.COM?
What are you waiting for? Log on and register with FundsIndia today!
Click here to know more: https://www.fundsindia.com/how.html

14. CONTACT US
Email : contact@fundsindia.com
Phone – 07667 166 166
Wealth India Financial Services Pvt. Ltd.,
H.M Center, Second Floor,
29, Nungambakkam High Road,
Nungambakkam,
Chennai - 600 034
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