SlideShare uma empresa Scribd logo
1 de 10
Baixar para ler offline
Mutual Fund Investment
Created by:
Pushkar Marathe
+91 9922945524 pushkar.marathe@gmail.com
Why Invest
• Investing is parting with current cash flow to
secure future targeted expenses.
• Investment gives power to take control of
expenses. It provides pro-active approach
rather than reactive approach.
• Investing can lead to financial freedom by
disciplined managing of expenses and making
provision of future money need well in
advance.
Investment vehicles used
• Traditionally we are using below options to
invest our money :
– Fixed Deposits
– Gold, Silver and other precious metals or stones
– Real estate
• Lets see if these options are effective in long
term
Returns over the period (1979-2014)
Average Rate
of return
Average
Inflation
Rate after
inflation
F.D. 8.44% 7.50% 0.94%
Gold 11.49% 7.50% 3.99%
Silver 11.34% 7.50% 3.84%
Sensex 24.83% 7.50% 17.33%
Why Share Market
• After tax returns of investment should be
more than inflation to beat the inflation.
• Share market is only available option which
can beat other options and give tax efficient
returns.
• Let your money work for you as hard as you
are working.
Shares Trading Vs. Investing
• No. I am not suggesting to start trading in share
market. Because at end of day share trading is
another source of income and can not replace
investment.
• I am suggesting to start INVESTING in share
market. And there is difference between trading
and investing.
• Investing directly in shares need lot of time and
study which is not possible while continuing
routine life.
Mutual Fund
• Mutual fund creates pool of money from
investors and uses professional expertise to
manage the fund.
• Fund invests in share or debt market or both.
• It can also help in tax planning by leting you
save tax under 80C with only 3 years of lock in
period which is least among peers.
With Mutual Funds you can
• Create Wealth
• Save for retirement
• Achieve Financial goals
• Save TAX
• And most importantly
Be Financially Free
Services offered
• Complete analysis of requirement
• Setting financial goals
• Building portfolio suitable to you
• Managing portfolio
Contact
• Call
9922945524
• Write
• Pushkar.marathe@gmail.com

Mais conteúdo relacionado

Mais procurados

Introduction to Mutual Funds - Benefits and Regulatory Structure
Introduction to Mutual Funds -  Benefits and Regulatory StructureIntroduction to Mutual Funds -  Benefits and Regulatory Structure
Introduction to Mutual Funds - Benefits and Regulatory StructureFranklin Templeton India
 
mutual fund- an investment option
mutual fund- an investment optionmutual fund- an investment option
mutual fund- an investment optionAMIT ROY
 
Mutual fund over all concepts
Mutual fund over all conceptsMutual fund over all concepts
Mutual fund over all conceptsParth Purohit
 
Mutual fund Nepalese Perspective
Mutual fund Nepalese PerspectiveMutual fund Nepalese Perspective
Mutual fund Nepalese PerspectiveManjul Shrestha
 
MUTUAL FUND INVESTMENT.ppt
MUTUAL FUND INVESTMENT.pptMUTUAL FUND INVESTMENT.ppt
MUTUAL FUND INVESTMENT.pptSana Mushtaque
 
MUTUAL FUND MANAGEMENT
MUTUAL FUND MANAGEMENTMUTUAL FUND MANAGEMENT
MUTUAL FUND MANAGEMENTvijayverma767
 
Mutual fund industry - An Intercontinental Analysis
Mutual fund industry - An Intercontinental AnalysisMutual fund industry - An Intercontinental Analysis
Mutual fund industry - An Intercontinental Analysistechkaush
 
Mutual funds in pakistan(final)
Mutual funds in pakistan(final)Mutual funds in pakistan(final)
Mutual funds in pakistan(final)Uswah Nasir
 
Project.doc... mutual funds
Project.doc... mutual fundsProject.doc... mutual funds
Project.doc... mutual fundsDharmik
 
7204955 mutual-funds-ppt
7204955 mutual-funds-ppt7204955 mutual-funds-ppt
7204955 mutual-funds-pptNishank Reddy H
 
Mutual funds ppt.
Mutual funds ppt.Mutual funds ppt.
Mutual funds ppt.NISHA104
 

Mais procurados (20)

Introduction to Mutual Funds - Benefits and Regulatory Structure
Introduction to Mutual Funds -  Benefits and Regulatory StructureIntroduction to Mutual Funds -  Benefits and Regulatory Structure
Introduction to Mutual Funds - Benefits and Regulatory Structure
 
Mutual fund
Mutual fundMutual fund
Mutual fund
 
Mutual fund
Mutual fundMutual fund
Mutual fund
 
Mutual funds
Mutual  fundsMutual  funds
Mutual funds
 
Mutual fund
Mutual fundMutual fund
Mutual fund
 
mutual fund- an investment option
mutual fund- an investment optionmutual fund- an investment option
mutual fund- an investment option
 
Mutual fund over all concepts
Mutual fund over all conceptsMutual fund over all concepts
Mutual fund over all concepts
 
Mutual fund Nepalese Perspective
Mutual fund Nepalese PerspectiveMutual fund Nepalese Perspective
Mutual fund Nepalese Perspective
 
MUTUAL FUND INVESTMENT.ppt
MUTUAL FUND INVESTMENT.pptMUTUAL FUND INVESTMENT.ppt
MUTUAL FUND INVESTMENT.ppt
 
Mutual fund
Mutual fundMutual fund
Mutual fund
 
MUTUAL FUND MANAGEMENT
MUTUAL FUND MANAGEMENTMUTUAL FUND MANAGEMENT
MUTUAL FUND MANAGEMENT
 
Mutual fund ppt
Mutual fund pptMutual fund ppt
Mutual fund ppt
 
Mutual fund industry - An Intercontinental Analysis
Mutual fund industry - An Intercontinental AnalysisMutual fund industry - An Intercontinental Analysis
Mutual fund industry - An Intercontinental Analysis
 
Mutual funds
Mutual fundsMutual funds
Mutual funds
 
Mutual funds in pakistan(final)
Mutual funds in pakistan(final)Mutual funds in pakistan(final)
Mutual funds in pakistan(final)
 
Mutual funds
Mutual fundsMutual funds
Mutual funds
 
Project.doc... mutual funds
Project.doc... mutual fundsProject.doc... mutual funds
Project.doc... mutual funds
 
7204955 mutual-funds-ppt
7204955 mutual-funds-ppt7204955 mutual-funds-ppt
7204955 mutual-funds-ppt
 
Mutual fund-ppt
Mutual fund-pptMutual fund-ppt
Mutual fund-ppt
 
Mutual funds ppt.
Mutual funds ppt.Mutual funds ppt.
Mutual funds ppt.
 

Semelhante a Mutual fund presentation by Pushkar Marathe

FIL_Stock Market.pdf
FIL_Stock Market.pdfFIL_Stock Market.pdf
FIL_Stock Market.pdfJayalaxmiRs
 
Trade nivesh stock market
Trade nivesh stock marketTrade nivesh stock market
Trade nivesh stock marketAnkitDubey174
 
Trade nivesh stock_market_tips
Trade nivesh stock_market_tipsTrade nivesh stock_market_tips
Trade nivesh stock_market_tipsAnkitDubey174
 
Trade nivesh stock_market_tips
Trade nivesh stock_market_tipsTrade nivesh stock_market_tips
Trade nivesh stock_market_tipsAnkitDubey174
 
Trade nivesh stock_market_tips
Trade nivesh stock_market_tipsTrade nivesh stock_market_tips
Trade nivesh stock_market_tipsAnkitDubey174
 
Keys ch11&12
Keys ch11&12Keys ch11&12
Keys ch11&12bradosin
 
Financial Sectors in India.pptx
Financial Sectors in India.pptxFinancial Sectors in India.pptx
Financial Sectors in India.pptxParthSharma894532
 
NISM Training Updated ppt for mutual fund business
NISM Training Updated ppt for mutual fund businessNISM Training Updated ppt for mutual fund business
NISM Training Updated ppt for mutual fund businessIshteyaqSiddiqui
 
Smib module 1
Smib module 1Smib module 1
Smib module 1bizwhiz
 
Stock Market (product development)
Stock Market (product development)Stock Market (product development)
Stock Market (product development)hritviksoni2
 
Basics of investment
Basics of investmentBasics of investment
Basics of investmentjeetgk
 
savings and investment slides
savings and investment slidessavings and investment slides
savings and investment slidesPhilile Kamanga
 

Semelhante a Mutual fund presentation by Pushkar Marathe (20)

finance club savath.pptx
finance club savath.pptxfinance club savath.pptx
finance club savath.pptx
 
FIL_Stock Market.pdf
FIL_Stock Market.pdfFIL_Stock Market.pdf
FIL_Stock Market.pdf
 
FIL_Stock Market.pdf
FIL_Stock Market.pdfFIL_Stock Market.pdf
FIL_Stock Market.pdf
 
Trade nivesh stock market
Trade nivesh stock marketTrade nivesh stock market
Trade nivesh stock market
 
Trade nivesh stock_market_tips
Trade nivesh stock_market_tipsTrade nivesh stock_market_tips
Trade nivesh stock_market_tips
 
Fil stock market
Fil stock marketFil stock market
Fil stock market
 
Trade nivesh stock_market_tips
Trade nivesh stock_market_tipsTrade nivesh stock_market_tips
Trade nivesh stock_market_tips
 
Trade nivesh stock_market_tips
Trade nivesh stock_market_tipsTrade nivesh stock_market_tips
Trade nivesh stock_market_tips
 
Keys ch11&12
Keys ch11&12Keys ch11&12
Keys ch11&12
 
Financial Sectors in India.pptx
Financial Sectors in India.pptxFinancial Sectors in India.pptx
Financial Sectors in India.pptx
 
NISM Training Updated ppt for mutual fund business
NISM Training Updated ppt for mutual fund businessNISM Training Updated ppt for mutual fund business
NISM Training Updated ppt for mutual fund business
 
Smib module 1
Smib module 1Smib module 1
Smib module 1
 
Fundamentals of Investment_Unit 1.pptx
Fundamentals of Investment_Unit 1.pptxFundamentals of Investment_Unit 1.pptx
Fundamentals of Investment_Unit 1.pptx
 
Investment options 2.1
Investment options 2.1Investment options 2.1
Investment options 2.1
 
Investment Basics and Mastering the Art of Side Hustles
Investment Basics and Mastering the Art of Side HustlesInvestment Basics and Mastering the Art of Side Hustles
Investment Basics and Mastering the Art of Side Hustles
 
Stock Market (product development)
Stock Market (product development)Stock Market (product development)
Stock Market (product development)
 
Investing basics
Investing basics Investing basics
Investing basics
 
InvestingBasics
InvestingBasicsInvestingBasics
InvestingBasics
 
Basics of investment
Basics of investmentBasics of investment
Basics of investment
 
savings and investment slides
savings and investment slidessavings and investment slides
savings and investment slides
 

Último

Budget 1974.care of Peter Cameron Brown .
Budget 1974.care of Peter Cameron Brown .Budget 1974.care of Peter Cameron Brown .
Budget 1974.care of Peter Cameron Brown .Henry Tapper
 
Global Macroeconomics: Introducing GDP 2.0.pdf
Global Macroeconomics: Introducing GDP 2.0.pdfGlobal Macroeconomics: Introducing GDP 2.0.pdf
Global Macroeconomics: Introducing GDP 2.0.pdfnqsh
 
Apr Issue2024.pdf "Life A Promise" our in house magazine.
Apr Issue2024.pdf "Life A Promise" our in house magazine.Apr Issue2024.pdf "Life A Promise" our in house magazine.
Apr Issue2024.pdf "Life A Promise" our in house magazine.NayanBhowmick3
 
How Psychological Factors Shape DeFi Trustworthiness
How Psychological Factors Shape DeFi TrustworthinessHow Psychological Factors Shape DeFi Trustworthiness
How Psychological Factors Shape DeFi TrustworthinessThe Connecter
 
Case study.Emirates.Marketing Analysis.pdf
Case study.Emirates.Marketing Analysis.pdfCase study.Emirates.Marketing Analysis.pdf
Case study.Emirates.Marketing Analysis.pdfkwjghwv929
 
Uk-NO1 Rohani Amil In Islamabad Amil Baba in Rawalpindi Kala Jadu Amil In Raw...
Uk-NO1 Rohani Amil In Islamabad Amil Baba in Rawalpindi Kala Jadu Amil In Raw...Uk-NO1 Rohani Amil In Islamabad Amil Baba in Rawalpindi Kala Jadu Amil In Raw...
Uk-NO1 Rohani Amil In Islamabad Amil Baba in Rawalpindi Kala Jadu Amil In Raw...Amil baba
 
Aon-UK-DC-Pension-Tracker-Q1-2024. slideshare
Aon-UK-DC-Pension-Tracker-Q1-2024. slideshareAon-UK-DC-Pension-Tracker-Q1-2024. slideshare
Aon-UK-DC-Pension-Tracker-Q1-2024. slideshareHenry Tapper
 
OpenAlgo - Algotrading Platform for Everyone
OpenAlgo - Algotrading Platform for EveryoneOpenAlgo - Algotrading Platform for Everyone
OpenAlgo - Algotrading Platform for EveryoneMarketcalls
 
Seeman_Fiintouch_Newsletter_Apr-2024 (1).pdf
Seeman_Fiintouch_Newsletter_Apr-2024 (1).pdfSeeman_Fiintouch_Newsletter_Apr-2024 (1).pdf
Seeman_Fiintouch_Newsletter_Apr-2024 (1).pdfAshis Kumar Dey
 
RWA Report 2024: Rise of Real-World Assets in Crypto | CoinGecko
RWA Report 2024: Rise of Real-World Assets in Crypto | CoinGeckoRWA Report 2024: Rise of Real-World Assets in Crypto | CoinGecko
RWA Report 2024: Rise of Real-World Assets in Crypto | CoinGeckoCoinGecko
 
2B Nation-State.pptx contemporary world nation
2B  Nation-State.pptx contemporary world nation2B  Nation-State.pptx contemporary world nation
2B Nation-State.pptx contemporary world nationko9240888
 
JD ED Strategy Policy and Analysis. TPrpdf
JD ED Strategy Policy and Analysis. TPrpdfJD ED Strategy Policy and Analysis. TPrpdf
JD ED Strategy Policy and Analysis. TPrpdfHenry Tapper
 
Amil-NO1 vashikaran helpline number best vashikaran specialist in UK USA UAE ...
Amil-NO1 vashikaran helpline number best vashikaran specialist in UK USA UAE ...Amil-NO1 vashikaran helpline number best vashikaran specialist in UK USA UAE ...
Amil-NO1 vashikaran helpline number best vashikaran specialist in UK USA UAE ...Amil baba
 
Demographic transition and the rise of wealth inequality
Demographic transition and the rise of wealth inequalityDemographic transition and the rise of wealth inequality
Demographic transition and the rise of wealth inequalityGRAPE
 
Con Keating's coffee morning presentation.pptx
Con Keating's coffee morning  presentation.pptxCon Keating's coffee morning  presentation.pptx
Con Keating's coffee morning presentation.pptxHenry Tapper
 
Cash for Gold at Kharag Pawnbrokers.boucher
Cash for Gold at Kharag Pawnbrokers.boucherCash for Gold at Kharag Pawnbrokers.boucher
Cash for Gold at Kharag Pawnbrokers.boucherpawnbrokerskharag
 
Test bank for corporate finance 13th stephen ross randolph westerfield jeffre...
Test bank for corporate finance 13th stephen ross randolph westerfield jeffre...Test bank for corporate finance 13th stephen ross randolph westerfield jeffre...
Test bank for corporate finance 13th stephen ross randolph westerfield jeffre...marcuskenyatta275
 

Último (17)

Budget 1974.care of Peter Cameron Brown .
Budget 1974.care of Peter Cameron Brown .Budget 1974.care of Peter Cameron Brown .
Budget 1974.care of Peter Cameron Brown .
 
Global Macroeconomics: Introducing GDP 2.0.pdf
Global Macroeconomics: Introducing GDP 2.0.pdfGlobal Macroeconomics: Introducing GDP 2.0.pdf
Global Macroeconomics: Introducing GDP 2.0.pdf
 
Apr Issue2024.pdf "Life A Promise" our in house magazine.
Apr Issue2024.pdf "Life A Promise" our in house magazine.Apr Issue2024.pdf "Life A Promise" our in house magazine.
Apr Issue2024.pdf "Life A Promise" our in house magazine.
 
How Psychological Factors Shape DeFi Trustworthiness
How Psychological Factors Shape DeFi TrustworthinessHow Psychological Factors Shape DeFi Trustworthiness
How Psychological Factors Shape DeFi Trustworthiness
 
Case study.Emirates.Marketing Analysis.pdf
Case study.Emirates.Marketing Analysis.pdfCase study.Emirates.Marketing Analysis.pdf
Case study.Emirates.Marketing Analysis.pdf
 
Uk-NO1 Rohani Amil In Islamabad Amil Baba in Rawalpindi Kala Jadu Amil In Raw...
Uk-NO1 Rohani Amil In Islamabad Amil Baba in Rawalpindi Kala Jadu Amil In Raw...Uk-NO1 Rohani Amil In Islamabad Amil Baba in Rawalpindi Kala Jadu Amil In Raw...
Uk-NO1 Rohani Amil In Islamabad Amil Baba in Rawalpindi Kala Jadu Amil In Raw...
 
Aon-UK-DC-Pension-Tracker-Q1-2024. slideshare
Aon-UK-DC-Pension-Tracker-Q1-2024. slideshareAon-UK-DC-Pension-Tracker-Q1-2024. slideshare
Aon-UK-DC-Pension-Tracker-Q1-2024. slideshare
 
OpenAlgo - Algotrading Platform for Everyone
OpenAlgo - Algotrading Platform for EveryoneOpenAlgo - Algotrading Platform for Everyone
OpenAlgo - Algotrading Platform for Everyone
 
Seeman_Fiintouch_Newsletter_Apr-2024 (1).pdf
Seeman_Fiintouch_Newsletter_Apr-2024 (1).pdfSeeman_Fiintouch_Newsletter_Apr-2024 (1).pdf
Seeman_Fiintouch_Newsletter_Apr-2024 (1).pdf
 
RWA Report 2024: Rise of Real-World Assets in Crypto | CoinGecko
RWA Report 2024: Rise of Real-World Assets in Crypto | CoinGeckoRWA Report 2024: Rise of Real-World Assets in Crypto | CoinGecko
RWA Report 2024: Rise of Real-World Assets in Crypto | CoinGecko
 
2B Nation-State.pptx contemporary world nation
2B  Nation-State.pptx contemporary world nation2B  Nation-State.pptx contemporary world nation
2B Nation-State.pptx contemporary world nation
 
JD ED Strategy Policy and Analysis. TPrpdf
JD ED Strategy Policy and Analysis. TPrpdfJD ED Strategy Policy and Analysis. TPrpdf
JD ED Strategy Policy and Analysis. TPrpdf
 
Amil-NO1 vashikaran helpline number best vashikaran specialist in UK USA UAE ...
Amil-NO1 vashikaran helpline number best vashikaran specialist in UK USA UAE ...Amil-NO1 vashikaran helpline number best vashikaran specialist in UK USA UAE ...
Amil-NO1 vashikaran helpline number best vashikaran specialist in UK USA UAE ...
 
Demographic transition and the rise of wealth inequality
Demographic transition and the rise of wealth inequalityDemographic transition and the rise of wealth inequality
Demographic transition and the rise of wealth inequality
 
Con Keating's coffee morning presentation.pptx
Con Keating's coffee morning  presentation.pptxCon Keating's coffee morning  presentation.pptx
Con Keating's coffee morning presentation.pptx
 
Cash for Gold at Kharag Pawnbrokers.boucher
Cash for Gold at Kharag Pawnbrokers.boucherCash for Gold at Kharag Pawnbrokers.boucher
Cash for Gold at Kharag Pawnbrokers.boucher
 
Test bank for corporate finance 13th stephen ross randolph westerfield jeffre...
Test bank for corporate finance 13th stephen ross randolph westerfield jeffre...Test bank for corporate finance 13th stephen ross randolph westerfield jeffre...
Test bank for corporate finance 13th stephen ross randolph westerfield jeffre...
 

Mutual fund presentation by Pushkar Marathe

  • 1. Mutual Fund Investment Created by: Pushkar Marathe +91 9922945524 pushkar.marathe@gmail.com
  • 2. Why Invest • Investing is parting with current cash flow to secure future targeted expenses. • Investment gives power to take control of expenses. It provides pro-active approach rather than reactive approach. • Investing can lead to financial freedom by disciplined managing of expenses and making provision of future money need well in advance.
  • 3. Investment vehicles used • Traditionally we are using below options to invest our money : – Fixed Deposits – Gold, Silver and other precious metals or stones – Real estate • Lets see if these options are effective in long term
  • 4. Returns over the period (1979-2014) Average Rate of return Average Inflation Rate after inflation F.D. 8.44% 7.50% 0.94% Gold 11.49% 7.50% 3.99% Silver 11.34% 7.50% 3.84% Sensex 24.83% 7.50% 17.33%
  • 5. Why Share Market • After tax returns of investment should be more than inflation to beat the inflation. • Share market is only available option which can beat other options and give tax efficient returns. • Let your money work for you as hard as you are working.
  • 6. Shares Trading Vs. Investing • No. I am not suggesting to start trading in share market. Because at end of day share trading is another source of income and can not replace investment. • I am suggesting to start INVESTING in share market. And there is difference between trading and investing. • Investing directly in shares need lot of time and study which is not possible while continuing routine life.
  • 7. Mutual Fund • Mutual fund creates pool of money from investors and uses professional expertise to manage the fund. • Fund invests in share or debt market or both. • It can also help in tax planning by leting you save tax under 80C with only 3 years of lock in period which is least among peers.
  • 8. With Mutual Funds you can • Create Wealth • Save for retirement • Achieve Financial goals • Save TAX • And most importantly Be Financially Free
  • 9. Services offered • Complete analysis of requirement • Setting financial goals • Building portfolio suitable to you • Managing portfolio
  • 10. Contact • Call 9922945524 • Write • Pushkar.marathe@gmail.com