Investments - Share Market Classes in Pune | Wealth Note Investments

1
Lump Sum Investment
TIMING OF THE MARKET IS VERY IMPORTANT
BUYING LOW AND SELLING HIGH CAN BE HIGHLY
PROFITABLE
LUMP SUM AMOUNT INVESTED AT A TIME
2
Systematic Investment Plan
BULK AMOUNT IS NOT NEEDED, SMALL AMOUNTS CAN BE
INVESTED REGULARLY
SIP TRIGGER
COST GETS AVERAGED OVER A PERIOD OF TIME
A LITTLE AMOUNT IS INVESTED REGULARLY
3
Systematic Transfer Plan
REGULAR TRANSFER OF PART PROFITS PLUS PART
PRINCIPAL TO PRE SELECTED MUTUAL FUND SCHEME
LUMP SUM AMOUNT INVESTED AT A TIME
4
Redemption Process

• Redemption process offline
• Ask for the redemption form from your distributor
  or mutual fund office.
• Enter the details and money credited to
  designated bank in 72 hours.
• Redemption process online
• Visit mutual fund website and login into your
  investor account.
• Complete the process of redemption of units and
  amount credited to designated bank in 48 hours.

5
Systematic Withdrawal Plan
REGULAR WITHDRAWL OF PART PROFITS PLUS PART
PRINCIPAL TO BANK ACCOUNT
LUMP SUM AMOUNT INVESTED AT A TIME
6
Growth Plan
DIVIDENDS EARNED FROM THE INVESTMENTS ARE
REINVESTED TO BUY MORE SECURITIES
BEST OPTION FOR THOSE WHO HAVE LONG TERM VIEW AND
DO NOT NEED IMMEDIATE INCOME
GIVES THE BEST RETURNS AMONG ALL THE OPTIONS
7
Dividend Pay Out
DIVIDENDS EARNED FROM THE INVESTMENTS ARE SENT
DIRECTLY TO THE DESIGNATED BANK ACCOUNT
8
Dividend Reinvestment
DIVIDENDS EARNED FROM THE INVESTMENTS ARE
REINVESTED TO BUY THE SAME SECURITIES