WHO WE ARE AND HOW WE CAN HELP YOU

WHO WE ARE AND HOW WE CAN HELP YOU FundsIndia.com serves over 8 lakh happy customers, who have found a convenient online and mobile platform for i...
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WHO WE ARE AND HOW WE

CAN HELP

YOU

FundsIndia.com serves over 8 lakh happy customers, who have found a convenient online and mobile platform for investing.

Arvind

The Gupta Family

Age: 25, Bachelor, IT Professional

Investments: Equities, Mutual Funds

Investments: SIPs in Mutual Funds, Tax-saving Funds

The entire family’s investments are managed through one login ID

While every investor profiled here has a different background, they all have one thing in common – they all invest with FundsIndia.com, India’s leading online investment platform.

Kalpana Age: 34, Married, Executive at a service company Investments: SIPs in Mutual Funds, Equities, Tax-saving Funds, Corporate Fixed Deposits

Mr. Rao Age: 67, Married, Retired from service Investments: Corporate Fixed Deposits, Mutual Funds

Who is behind FundsIndia.com?

C.R. Chandrasekar

Srikanth Meenakshi

Parag Dhol

Ashu Garg

Sameer Shroff

Aditya Parekh

Founder & Chief Executive Officer

Founder & Chief Operating Officer

Director

Director

Director

Director

FundsIndia is registered with the following entities:

Registered Investment Adviser with the Securities and Exchange Board of India (SEBI)

Association of Mutual Funds in India (AMFI)

Bombay Stock Exchange (BSE)

Depository Participant (DP) Credit Information Bureau with Central Depository Ltd. (CIBIL) Member Services Ltd. (CDSL)

Authorised Person (AP) with Central Insurance Repository Limited (CIRL) for insurance repository services

KYC User Agency (KUA) with UIDAI

The FundsIndia Growth Story JULY Mutual fund platform

2009

DECEMBER iOS App

OCTOBER Deposits platform DECEMBER Advisory platform

WINNER

Launch of Android mobile app

JULY 1st round of funding - Inventus Capital

2010

JUNE 3rd round of funding – Faering Capital

NOVEMBER SEBI Registered Investment Advisor

CNBC-TV18 - UTI Award for Online Advisory

AUGUST

SEPTEMBER Equity (sub-broker) platform

2015

JUNE

APRIL Advisory Review Board WINNER CNBC-TV18 - UTI Award for Online Advisory

JANUARY Flexi SIP and other value-added services

2011

JUNE

2014

MARCH FundsIndia Academy

MARCH Corporate channel

FEBRUARY Online Enrolment

2012 APRIL 2nd round of funding - Foundation Capital DECEMBER BSE Broker License

2013 JUNE Smart Solutions

2014

MARCH Robo-advisory driven 'New India Portfolio'

WINNER CNBC-TV18 - UTI Award for Online Advisory

2015

MAY Aadhar-based eKYC

WINNER The Best Promising Brand Award by The Economic Times

MAY Evolution of Smart Solutions into Money Mitr

2015

2015

2016

It’s completely online – purchase, track, get advisory services and more without any paperwork

Get access to multiple investment products – mutual funds, equities, corporate deposits, and more

What’s unique and why should you choose FundsIndia.com? Make investments for your family under one login ID, open minor accounts for your children, and do so much more.

Get award-winning advisory support that is free and multi-channel (phone, email, Skype, chat, app)

Invest for your goals with Money Mitr, India’s first comprehensive robo-advisory service that gives you great investment solutions automagically.

What investment options are available at FundsIndia.com?

Equities Mutual funds • Large selection – Choose from over 3,500 mutual fund schemes

• Invest in equities from the Bombay Stock Exchange (BSE) • Get buy/sell calls and stock tips from experts delivered straight to your inbox

• Dedicated advisory service – Guidance for goal planning and asset allocation, along with automated advisory through Money Mitr • Innovative features – Flexi SIP, VIP and VTP, Triggers, Step-up SIP

Fixed Deposits

• Tracking – X-ray reports, Instant Analyses • Access to timely recommendations and research reports

• Curated list of safe and top-performing deposits • Earn great returns coupled with high safety when you invest in our hand-picked selection of Corporate Fixed Deposits

Insurance Store all your insurance policies online in one convenient online location with FundsIndia’s e-Insurance Repository service

Enjoy the best range of investment products, award-winning advisory services, and smart value-adds that will make your money earn more for you.

Partners Mutual Funds

Fixed Deposits

What are you waiting for? Sign up with FundsIndia.com and enjoy the following advantages:

Free-for-life account

WE ARE MOBILE! Scan now to start investing on the go with the FundsIndia mobile app (for Android and iOS).

Free financial advice

Paperless transactions

24x7 online and mobile access

Great value-added services

Start your investment journey at www.FundsIndia.com For more information, please call us on (0) 7667 166 166. You can also write to us at: [email protected]

M U T UA L F U N DS

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EQUITIES

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CORPOR ATE DEPOSI TS

Disclaimer: Mutual Funds are subject to market risks. Please read the Scheme Information Document and Statement of Additional Information carefully before investing.

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And more...