This presentation is the reference point for the Webinar conducted by Infinity Finserv Pvt Ltd , to suggest the best investment strategy to be followed by Mutual Fund or Stock investors, during this Unlock series

1. COVID -19
LOCKDOWN VS UNLOCK SERIES

2. Who are we ?
An investment coach
Motivation
Education
Execution
A friend to hold your hand
when decision gets tough
Fear
Greed

3. We deliver our
responsibilities
• Individually
• Abhinesh, Mohit, Amit, Tarun,
Gyanesh
• Digitally
• E mailers, Videos, Mobile app,
Website

4. Our business mantra
• There are only two type of investors
• One who need to grow their wealth for use
in later stage
• Another who need to earn Regular Income
from their wealth

5. Investors for
Appreciation
• Need an estimate clarity and learnings
to create life Goals
• Need a motivation to save as much as
possible
• Then invest in recurring or surplus
• Need an education to invest right & sit
tight
• Need to remain connected digitally – for
updates, information and valuation

6. Investors for
Regular Income
• Need to check their total Investible
• Liquidate all waste or non rewarding
assets to their Investible Assets
• Need to calculate the required Income and
consider future inflation in the same
• Need to identify the assets which could
beat inflation , have better tax efficiency
and least volatility

7. For customers
looking at
appreciation
We identify good business
We identify the pool or funds
having such good business
We get your funds invested in
such business thru pool or
directly

8. For regular Income
customers
• We identify the good business and
good entities
• We lend them to earn regular
Income
• We participate with them and draw
regular Income in anticipation of
future growth (SWP)

9. Investment basics
• A good business grow at an average of 2x to 3x the GDP or u
can say – 12 -20% p.a
• Investors should understand that
• this average has not come by : 15% + 15% +15% +15% +15% etc
• this average comes like – 12% -6% +20% -5% +10% + 80% -6%

14. Learnings to make wealth
• When u invest in a good business , you can’t only ask for good
days
• You have to aim at a good average
• You should never aim at capturing the peaks and avoiding the falls
• You should learn to keep calm during downside and maintain your
greed during the upside
• You may set aside the profits during the upsides, for meeting out some
required cash flow

15. Ask yourself – why we fail to make good
wealth ?
• Unable to identify Good business
• Unable to wed out bad business
• Unable to switch from bad to good business as per government
policy change or any event
• Unable to stick to our original plan or sit tight
• Unable to manage the fear & greed moments in our life
• Unable to arrange adequate funds to invest in Good business

16. That’s where we look for an intermediary
• Who is a SEBI registered entity
• Who is formed in such a manner that could never run away or
cheat me with the money
• Who is learned and dedicated for my funds
• Who is transparent and provide daily work report – profit or
Loss
• Who could manage all such things which I was unable to do !

17. That’s called Mutual Fund

18. How to build a good Mutual Fund portfolio ?
• Set your financial Goals
• Create your Cash flow stages for whole life
• Adjust such Cash flow Goals with Inflation values
• Finally categorized your liquidity requirements
• Immediate or anytime
• Short term < 3 years
• Medium terms > 3 years <5 years
• Long term > 5 Years
• Then identify the approach
• Lending
• Participation
• Then identify the method
• All long term Goals to be fed by SIP
• All Immediate or anytime Goals to be fed by Liquid funds or arbitrage funds
• All Short term Goals to be fed by Debt funds
• All Medium term Goals to be fed by Debt or Hybrid funds

19. We do it for you – on phone or Online
HTTPS://INFIRUPEE.COM

20. Webinar topic • COVID-19
• Lockdown Vs Unlock

21. LOCKDOWN threads
• Don’t know kab tak rahega
• Don’t know which business will get affected and which will recover ?
• Don’t know how people will survive and how government will behave
• Still we had a point
• We logically identified good business which could survive
• We asked you maintain cool and go for a pause
• We managed your investor anxiety
• We stopped you from any fearful exit

25. UNLOCK threads
• Don’t know aage kya rahega
• Don’t know if it will be all OK as the spread is growing
• Don’t know how employment will happen
• Don’t know how companies will survive
• Still we have a point
• We logically identified the good business which could survive
• We will ask you to maintain cool and remain invested because UNLOCK is
still better than LOCKDOWN
• We will ask you not to leave the business , as there is no alternative
• We are stopping you from any greedy exit

26. Summing up
• Investment Education is the key ingredient to good wealth
• Learn better ways to use your investment consultant
• Learn to use the Goal recording tools and investment tracking
tools of your distributor
• Get following key things in place :
• Medical kitty or Policy
• Adequate Life Insurance cover
• WILL or Estate planning properly done

27. The Team …
Mohit Gupta
Investment
Counsellors
Tarun Kumar Amit Saxena
Gyanesh
Sharma
Vipin Gautam
Communications
Deep Ratan Anjali
Support
Nitika Gupta Pooja
Abhinesh Kumar

28. We are available on tap
• Call : 930-7218766
• Meet Online for personalized counsellings : Post request on
help@infirupee.com
• Chat Online : https://infirupee.com
• Read our blogs & articles sent on your E mail
• Follow us at facebook.com/infirupeee
• Watch our Videos at : youtube/infinity Finserv Pvt Ltd

29. Thank you
QUESTION & ANSWER