SIP INVESTMENT MANAGEMENT PVT LTD.

1. SIP RICH

2. SIP RICH

5. GROWTH CIRCLE OF MUTUAL FUNDS
INVESTMENTS

6. Open Ended All Equity one Year Return
Fund NAV (Date) Returns(%) Return as on
ICICI Prudential FMCG 78.85 (10-Feb) 37.47 2/10/2012
Magnum FMCG 34.71 (10-Feb) 34.07 2/10/2012
Magnum Emerging Businesses 44.23 (10-Feb) 26.23 2/10/2012
UTI Transportation and
27.89 (10-Feb) 18.38 2/10/2012
Logistics
Reliance Media Entertainment 29.50 (10-Feb) 17.77 2/10/2012
Sundaram India Leadership
14.23 (10-Feb) 17.70 2/10/2012
Inst
Birla Sun Life India GenNext 24.42 (10-Feb) 17.12 2/10/2012
Mirae Asset Emerging Bluechip
11.28 (10-Feb) 17.01 2/10/2012
Regular
UTI Wealth Builder Series II
20.79 (10-Feb) 16.93 2/10/2012
Retail

7. SO ALL CLIENTS WILL SURE BENEFIT FROM
THIS SOUND INVESTMENT IN MUTUAL FUNDS.
GET THIS EDGE BY SIGNING WITH US
THIS INVESTMENT WILL GIVE A PEACE OF
MIND, FINANCIAL STABILITY, WEALTH
GENERATION &HAPPINESS & SPEEDILY HELP
YOU IN ACHIEVING YOUR GOALS.

8. Mutual funds have advantages compared to
direct investing in individual securities.
These include:
• Increased diversification
• Daily liquidity
• Professional investment management
• Ability to participate in investments that may
be available only to larger investors
• Service and convenience
• Government oversight
• Ease of comparison

9. • Daily / Anytime Liquidity
• High Returns
• Safety
• Professionally managed
• Fast Service
• Rich Experience
• Peace of Mind
• Completely Focused
• Efficient Wealth management
• 24X7 Customer Support

10. Wealth Management
Wealth Creation
Child Future Planning
Retirement Planning
Investment Flexibility

16. SIP Capital Ltd. Gives you
flexibility to choose from several
investment plans where you can
invest from minimum to as your
budget allows.

17. SAVING PLANS
 Short Term Plans:
 Trial
Plan
 Minimum Investment: Rs 10,000
 Expected return: 1.5% to 3%
 Tenure: 1 month
 Liquidity: Anytime
 Performance Fee : 10% of the Profit
 Service Charge : 2% of the Investment
amount
 Investment venture: Mutual Funds

18. Investment Amount(Rs) Tenure Maturity Amount(Rs)
10,000 1 Month 10,150 to 10,300
1,00,000 1 month 1,01,500 to 1,03,000
10,00,000 1 Month 10,15,000 to 10,30,000
1,01,50,000
1 cr 1 Month
to,1,0300,000

19.  Minimum Investment: Rs 10,000
 Expected return: 10% to 15%
 Tenure: 3 months
 Liquidity: Anytime
 Performance Fee : 10% of the Profit
 Service Charge : 2% of the Investment
amount
 Investment venture: Mutual Funds

20. Investment Amount(Rs) Tenure Maturity Amount(Rs)
10,000 3 Month 11,000 to 11,500
1,00,000 3 month 1,10,000 to 1,15,000
10,00,000 3 Month 11,00,000 to 11,50,000
1,10,00,000
1 cr 3 Month
to,1,15,00,000

21.  These plans are most suitable for long term investment objective like
Retirement Planning, Child Future Planning & Wealth building. As we all
know, wealth can be build in one day, it requires patience and saving on
month on month basis to create wealth.
 1 Royal Savings
 Investment Amount: Rs 1000
 Tenure: 30 years
 Total investment : Rs 3,60,000
 Expected Wealth:
 Approx. at 15% annual return Rs 69 lakh & Rs 2crore 30 lakh at 20%
annual return.

22.  Investment Amount: Rs 10,000
 Tenure: 30 years
 Total Investment : Rs 36,00,000
 Expected Wealth:
 Approx. at 15% annual return 7Crore & Rs 23
Crore at 20% annual return.

24. “ Once who fails to plan, always fails in life. So
future will turn DARK “.