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WEALTH CREATION NEWS SEPTEMBER EDITION VOL . 1 2016
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Understand Your Fund Better

Ulips and ELSS are not the same products as have totally different structures and fulfil different needs. They both differ in terms of their objectives as on one hand ELSS is purely an investment product then, Ulip is a meant not to provide investment returns but to offer insurance cover.

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For Lumpsum Investments go for STP

Systematic Transfer Plan helps in re-balancing the portfolio by helping an investor to switch investments from debt to equity or vice versa. Retired People who wish to invest for their grandchildren can also choose Systematic Transfer Plan (STP) to get inflation-beating returns, rather than keeping their hard money in Bank Account at low-interest rate. Watch the video to learn more benefits of investing in mutual funds through Systematic Transfer Plan, from Mr. Anil Chopra - Group CEO & Director, Bajaj Capital.

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Managing Debt Add a Value To Your Financial Plan

Living one's life on debt or on EMI's is fast becoming the way of life. The use of credit card and personal loans to meet day-to-day expenses is gaining strength. The festival season is near. Offers and lucrative offers start flowing from the Independence Day in India.

Latest OPPORTUNITies
INVEST Rs.8,333 PER MONTH & GET Rs.5 LAKH PER ANNUM ON RETIREMENT. PLUS PASS ON A LEGACY OF Rs.1.02 CRORE.

When it's about our family, we want to do best. From providing a comfortable living to protecting future
PROTECT YOUR HEALTH FOR LESS THAN RS.10 PER DAY

Get more wellness for up to 30% less the cost and safeguard your family from untoward medical expenses
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* Mutual funds investments are subject to market risks. please read all scheme related documents carefully before investing.
* Insurance is the subject matter of solicitation.
 
Disclaimer: Bajaj Capital Limited ('BCL') is a distributor of financial products and not an Investment Adviser. This newsletter does not constitute an offer or solicitation for the purchase or sale of any financial instrument/product/ security (ies) through BCL or as an official confirmation of any transaction. All content and information is provided on an 'As Is' basis by BCL. Information herein is believed to be reliable but BCL does not warrant its completeness or accuracy and expressly disclaims all warranties and conditions of any kind, whether express or implied. In no event shall BCL, any of its affiliates or any third party involved in, or related to, computing or compiling the information/data herein have any liability for any damages of any kind. This newsletter is not intended to be and must not alone be taken as the basis for an investment decision. The Recipient assumes the entire risk of any use made of this information/data. The Recipient must make his own investment decisions based on his specific investment objective and financial position and using such independent advisors as he believes necessary. BCL/its affiliates/employees/ personnel/directors will not be responsible for any direct/indirect loss or liability incurred by taking any investment decisions based on the contents and information provided herein. Affiliates of BCL may have issued other documents/reports that are inconsistent with and reach to a different conclusion from the information/date presented in this newsletter. This newsletter is not directed or intended for distribution to, or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction, where such distribution, publication, availability or use would be contrary to law, regulation or which would subject BCL and affiliates to any registration or licensing requirements within such jurisdiction. The securities described herein may or may not be eligible for sale in all jurisdictions or to certain category of investors. Persons in whose possession this newsletter may come are required to inform themselves of and to observe such restriction. This newsletter is for personal use only and is not for any type of circulation. Any retransmission, copying or any other use is strictly prohibited. All intellectual property rights emerging from this newsletter are and shall remain with BCL. BCL, its directors, employees and/or its associates/affiliates or their employees may have interest and/or hold position(s), financial or otherwise in the securities mentioned in this newsletter. The performance data quoted represents past performance and does not guarantee future results.
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