STP TOOL – PROFIT TRANSFER - This tool is most helpful if you want to suggest mutual funds to an investor who does not want to take any risk. Here, you can invest the entire money in a liquid fund and transfer only the gains periodically (say, weekly, monthly or quarterly) to an equity funds. This way the client’s principal investment will always remain intact and the profits will create an equity portfolio systematically.

ANNUAL RETURN OF FUNDS - 2019 just ended! Did you check the annual return of funds that you invested in? Please select the fund category and see the Annual returns of Funds for the last 5 year!

SIP WITH ANNUAL INCREASE - This helps you know the final amount if you increase your SIPs by a fixed percentage every year. For example – Your final corpus can increase by Rs 20 Lakhs if you increase your SIP by 10% (assuming your monthly SIP amount is Rs 25,000 and returns at 12.5%)

"It is a kind of spiritual snobbery that makes people think they can be happy without money" - Albert Camus