Systematic investment Plan, which is commonly know as SIP , is a fantastic method of investing in any volatile and high beta investment schemes. Let us learn all about doing a good SIP for better Goal achievement in life
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Learn all about SIP ( Systematic Investment Plan)
1. SIP – Systematic
Investment Plan
A Session by INFINITY FINSERV (P) LTD
“ SIP works on the sample of Snowball effect;
The growth becomes faster at the end “
Date : 15th April ‘20 | 4.30 PM
6. What we at
INFINITY
FINSERV (P)
LTD , doing ?
Holding our hands
Managing your Fear & Greed
Conducting interactive session through
Webinar – regularly
Reaching out to every investor for help &
personalized counselling
7. Topics covered
in or previous
sessions
How to behave
during COVID -
19 : Investor’s
perspective ?
What is driving
your
investment
decisions – fear
or Greed ?
Best way to
handle volatility
– Asset
Allocation
funds
Stay calm and
remain invested
– lessons from
COVID-19
9. Our face & interface – both are active
Mohit Gupta
Face
Amit Saxena Tarun Kumar
Gyanesh
Sharma
Prem Kumar Vipin Kumar
Interface
Mobile App
(Fundconnect)
Website
(infirupee.com)
Abhinesh Kr
10. Today’s topic :
SIP – Systematic
Investment Plan
“ SIP works on the sample of Snowball effect;
The growth becomes faster at the end “
Date : 15th April ‘20 | 4.30 PM
18. Let’s learn
about ‘Why’
• SIP for Goals
• SIP for loans
• SIP for contingencies & replacements
• SIP for annuity or pension
19. Finalizing the
SIP Book
SIP for Goals
• Kids Education
• Dream Vacation
• Social obligations
• Kids Marriage
SIP for Loans
• Full value recovery
• Partial value recovery
• Pre-payment plan
SIP for contingency or replacement
• Medical kitty
• Home renovation
• Family functions and events
SIP for annuity or pension
• Early retirement
• Timely retirement
20. Book Should look like this
2020
2023
2025
2026
2027
2030
2035
2037
2038
Accumulation Stage Transition Stage Distribution Stage
Goal 1 Goal 4 Goal 5 Goal 6 Goal 7Goal 2 Goal 3
21. About the stages
Accumulation Stage(75%)
: SIP Should be in High
Risk (high beta) Equity
funds
1
Transition Stage(15%) :
SIP Should be converted
in moderate Risk Hybrid
funds
2
Distribution Stage (10%):
SIP should be stopped and
money to be transferred
to Balanced Advantage or
purely Debt category
3
22. Status of Equity SIP
Accumulation
Stage Transition Stage Distribution Stage
SIP running &
Funds there in
SIP running & 75%
Funds switched to
Hybrid
SIP stopped and 100% funds
transferred to Hybrid with SWP
24. Smart Tips
• Pre-retired customers :
• Consider all small or big cash flows till your retirement stage
• Family Functions
• Home renovation
• Luxury vacations
• Hobbies or Dreams
• Retirement
• Kids
• Contingency
• Retired customers :
• Medical SIP Kitty should be there
• Must create some small Social purpose SIP Kitty
• May create your Gift Kitty with nominations
• May create your weaker child kitty or intelligent child kitty
38. SIP in Stocks,
Gold or MF
• We have released our list in past , will send E mails
tomm again
Stock SIP
• Not much required – select any ETF
Gold SIP
• Value , sector or theme for high Risk and very High
reward
• Large cap , Hybrid for long term wealth
accumulation SIP
• Growth , focused and opportunity funds for
medium time SIP
• Debt funds or Liquid funds for Short term SIPs
MF SIP :
39. Our List of SIP for all these
categories are released
Please check your Email tomm or contact respective RMs
40. Must mark our E mail as
‘friend list’
help@infirupee.com
