| The FundsIndia Advantage |
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FundsIndia provides great products, innovative ideas and reliable service |
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FundsIndia is India's first online-only investment service platform that serves customers country-wide and globally.
We provide services in mutual funds, equities, deposits, tax-filing and more. We provide cost-effective
financial products with value-added services that are beneficial to the customer. |
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| About the company |
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| The FundsIndia platform is an initiative of Wealth
India Financial Services Private Limited (WIFS). It was started in 2008 by two entrepreneurs - Mr. Srikanth and Mr. Chandra (pictured on the right).
Both have decades of experience in the financial services industry in India and abroad. They are backed by a wonderful
team of efficient and experienced professionals with technology and domain expertise. The company is located in Chennai. |
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| Interesting and Innovative Services |
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| FundsIndia.com provides really useful, innovative services
to investors. It provides a platform for investments in mutual funds, equities, deposits apart from a tax-filing
platform (in partnership with TaxYogi). We are planning to unveil an insurance platform soon. Using leading technology platforms
and innovative service designs, we provide ways for the investors to deploy, manage, and monitor their investments in ways not
seen thus far in the Indian financial services industry. |
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| Solid Partnership network |
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36 Mutual fund companies - available online.
26 Banks - To facilitate as payment gateway for your investments.
6 Corporate - Fixed deposits online.
Equity Broking- National Stock Exchange equity broking services online.
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| Innovative services that we offer |
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| 1. |
Common login/folio for your Family's Investments
With FundsIndia, you can invest, manage and view the investments of your family members
i.e. spouse, kids and parents in a consolidated manner using a common login id. You can invest individually or jointly
with them by creating different joint holding mechanisms for their accounts.
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| 2. |
Better and easier methods to do SIP
Single mandate for many SIPs
In the past, systematic investment planning meant execution of a separate bank mandate for each
scheme you wished to invest in. Whereas now, you can setup one bank mandate for multiple SIPs across fund houses. You can
setup a portfolio of schemes with percentage allotment of money and manage it as a single SIP. That is, with one bank mandate
(Rs 5000 each month for example) you can invest across as many funds SIPs as you want (say, 5 SIPs of Rs 1000).
Alert SIP
This is a useful tool to those who do not wish to execute bank mandates. It helps you control
your periodic investments by choosing when and how much to invest every month by alerting you to make the investments
when required. Every month we shall send you an email alert reminder, you can choose how much to invest or even skip
that month's investment.
Flexi SIP
For beginning investors who are not sure about how much they will be able to save every month, we offer an innovative service called the Flexi SIP. With Flexi-SIP, an investor can choose a mutual fund scheme, a regular investment amount, and a monthly investment date like for any other SIP. However, the investor will also choose a maximum investment amount. This maximum amount can be as high as 10 times the regular investment amount. After this, every month, the investor will have the flexibility to set the value of SIP for the next installment. This value can be any amount between the minimum required SIP amount for that scheme and the maximum set by the investor. The current month investment will be made for that amount. It is, however, not absolutely necessary for the investor to set this value every month. If they do not do anything, the regular amount will be invested like any other SIP. So, the investor get both the benefit of hands-off investment of SIP as well as the flexibility to change the value if they so desire.
| Regular SIP vs Flexi SIP |
| Scheme Name |
HDFC Top 200 - Growth |
HDFC Top 200 - Growth |
| SIP Date |
10th of every month |
10th of every month |
| Number of SIP Installments |
36 |
36 |
| Regular SIP Amount |
Rs. 5,000 |
Rs. 5,000 |
| Maximum SIP Amount |
Not applicable |
Rs. 10,000 |
| Minimum SIP amount (for this scheme) |
Not applicable |
Rs. 1,000 |
| What happens every month |
In this case, the constant amount of Rs. 5,000 will be debited and invested every month. |
In this case, the investor can change the monthly SIP investment to be anywhere between Rs. 1000 and Rs. 10,000. If the investor does not explicitly make a choice in a give month, the regular amount of Rs. 5,000 will be invested. |
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| 3. |
Invest more when
markets are down & less when markets are up - Value-averaging investments
Though easy as an idea the above adage is difficult to practice.
Now, FundsIndia is the first financial services firm to offer value-averaging investment plan (VIP) across the spectrum
of equity funds in the country. VIP helps investors by potentially enhancing rate of return than the regular SIP. At
FundsIndia we offer value-averaging transfer plan (VTP) as well to our customers.
You can read more about our VIP and VTP by clicking on the links.
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Auto-pilot way to riches - Trigger-based investing
Often, an investor is busy in his work to buy when markets are falling or to sell at the right
time to book profits, only to see the opportunity disappear.
FundsIndia is a pioneer in offering trigger-based mutual fund investing for all schemes available in our platform. With
your FundsIndia account, you will be able to setup investment triggers based on Sensex, portfolio returns (gain/loss) or
particular NAV value. Trigger actions include investments, redemption (partial or full) or switching investments. In
simple terms it means your investments have crossed a trigger specified by you, say +20% or -20% returns overall for
example and you can set a trigger action to take redeem or invest more.
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Integrated equity platform - direct stocks, ETFs
We provide:
- Comprehensive equity investment platform that facilitates direct exposure to the stock market and ETFs.
- Delivery-based online trading facilities for thousands of scrips in the NSE at a very low flat brokerage.
- SIP facility for ETF investments.
- Pre-packaged equity baskets (a pre selected bunch of stocks) of various kinds that
can be used for bulk investments.
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| 6. |
Deposits from well-established corporates
FundsIndia provide fixed deposit products from well-established corporate houses in the country. The interest rates
on these products are higher than interest rate offered by banks on their fixed deposits. The investors can view the
investment ratings of the corporate offering the deposit and the interest rates for various terms. After which, the
investor can decide the product he/she wishes to invest on. We offer deposits from companies including HDFC, LIC HF,
ICICI HF and Shriram
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Talk to our advisors, plan your financial future - Free advisory service and planning tools
At FundsIndia, we provide free phone appointment with our financial advisors to answer your investment queries.
We offer a comprehensive financial planning tool to help you achieve your short-term and long-term goals. We offer
pre-packaged mutual fund portfolios that are tailored to meet various needs and investor profiles. There are many more
such nifty things in our platform that will surprise and delight you in every turn of your investment experience.
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| A Fresh Approach to Investing |
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FundsIndia was created with one goal in mind - to provide great investment services to the
common investor in India at a low-cost. We use technology and the online medium to create a suite of interesting services
that, together, will deliver a wonderful experience to the investor.
Prudent products, interesting, useful
services, great customer care come together in a way that is not seen thus far in the financial services industry of our
country.
We are here to make a lasting difference in the way financial services are delivered to
customers across the country. We are here to enrich India, one investor at a time.
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Visit the FundsIndia Video Channel to know more
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| Contact Us |
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Wealth India Financial Services
Pvt. Ltd.,
No. 17, RMG Complex, 1st Floor,
Thiru Vi Ka Industrial Estate, Guindy,
Chennai - 600032.
Phone - 044 - 4344 3100
For Indian Investors :
91 - 044 - 4344 3100 / 110 / 113 / 114
For International Investors :
703 467 0422 (US)
Email :
contact@fundsindia.com
Call Center Timings :
9.00 AM to 6.00 PM (IST)
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