MonePlan Investory

| The best time to start a SIP was yesterday, the next best time is today! Every SIP counts, so be future-ready!

Investory | In a changing world, success is a matter of time, Start investing in Mutual Funds with MonePlan Investory.
Corrections are temporary, Growth is Permanent.
Call Us Now: +91 75062 65365 or Email us at [email protected]

Wishing you & your family a Holi that’s as sweet as Gujiyas, as bright as Rangolis & as joyful as Laughter.

The of reminds us all that is the of the . He is the & we him to get or moksha.
!

🌟 Discover Financial Freedom with MonePlan Investory
Are your financial goals within reach? Let us help you take the first step towards Financial Success!
📈 Why Choose Us?
✅ Expert Financial Planners with 3+] years of experience
✅ Personalized Investment Strategies
✅ Proven Track Record of Delivering Results
✅ Transparent Structure

🔒 Your Financial Future, Our Priority! 🔒

💼 Services We Offer
💹 Equity Markets | Mutual Funds | Insurance -Life, Medical, General etc
💹 Wealth Management | Advisory Portfolios | PMS | AIF's
📊 Investment Planning via Mutual Funds, Fixed Deposits, Bonds & NCD's
🏡 Real Estate Investments | REIT's
📜 Retirement Planning via Mutual Funds | Fixed Instruments
💡 And More!

📞 Contact us today for a FREE Consultation & Start building your Wealth!
☎️ 7506265365 or 9422082313
📧 [email protected] or [email protected]

🤝 Join the many who have already secured their Financial Future with MonePlan Investory. Let's work together to achieve your Financial Dreams!

“In the struggle for freedom, every drop of blood shed is a salute to the sky, a tribute to the generations yet unborn.” – Bhagat Singh

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
✅ Invest today for long-term goals with ICIIC Pru GIFT LT AI Guaranteed Income Plan
✅ ⭐⭐ Pay ₹ 2.5 Lakh for 10 years & get ₹ 2.83 Lakhs for 30 years with ₹ 27.5 Lakhs ROP (Return of Premium)⭐⭐
✅ Only ⿡⿢ days left as current rates are being revised after 30th June 2023!

👉 Interested to Invest or want know more or need help pls call out @ 7506265365 or mail me at [email protected]

.me/MonePlan : Stock Markets & Investment Updates with MonePlan : Are you looking to grow your Wealth & secure your financial future?
Look no further than MonePlan Investory Your partner in investment success!
With our Expertise in Financial Products, we can help you achieve your Financial Goals | Whether you're looking to invest in Stocks, Mutual Funds, Bonds or Insurance etc we have the knowledge & expertise to guide you every step of the way.
Invest with confidence & watch your money grow with MonePlan Investory | Take control of your finances & start building your wealth today.
Connect @ 075062 65365 or mail ar [email protected]

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
New Public Issue of NCD | Issuer : Cholamandalam Investment & Finance Company Ltd.
◖Type Of Instrument: Secured, Rated, Listed, Redeemable NCD
◖Mode Of Issue: Public Issue
◖Rating: ICRA AA+/Stable by ICRA and IND AA+/Stable by India Ratings & Research Private Limited
◖Base Issue Size: ₹500 Cr
◖Option to over subscription: ₹ 500 Cr
◖Minimum Subscription: ₹ 375 Cr
◖Face Value: ₹ 1,000 Per/NCD
◖Minimum Application Size: ₹ 10,000
◖Frequency Of Interest Payment For all categories of Investors |
22 Months | Annual: 8.25% | Cumulative: 8.25% (₹1156.64)
37 Months | Annual: 8.30% | Cumulative: 8.30% (₹1279.15)
60 Months | Annual: 8.40% | Cumulative: 8.40% (₹1497.40)
◖Allocation Ratio | Institutional: 20% | Non-Institutional: 25% | HNI: 25% | Retail: 30%
◖Issue Opening Date: April 25, 2023
◖Issue Closing Date: May 09, 2023
👉 Interested to know more or want to start a investment review of investment please call back at 7506265365 or mail at [email protected]

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
🚨 Greetings From MonePlan Investory & IIFL Securities Ltd.!!
🚨 HDFC Deposits pleased to introduce HDFC Diamond Deposits exclusively for Senior Citizens (Upto ₹ 2 Crores) Launched from March 1st, 2023.
🚨 Product details are as follows.
# Deposit Period: 75 Months
# Interest Rate: 8.00% p.a.
✔️ Interested to know more or want to invest please call out @ 7506265365 or mail me at [email protected].

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
✔️ Start Trading in Shares, Futures & Options, Currencies, Commodities etc
✔️ Open your Free Demat account with Upstox
✔️ Interested pls call out @ 7506265365 or mail me at [email protected].

https://upstox.com/open-account/?f=BlrP

.me/MonePlan : Stock Markets & Investments Updates with MonePlan :
✔️ 7.97% HDFC Limited Bond I Secured Redeemable Non-Convertible Debentures
✔️ Rating – AAA by CRISIL & ICRA
✔️ Face Value – ₹ 1,00,000
✔️ Interest Payment – 17th Feb on Annual Basis
✔️ Maturity Date –17 Feb 2033
✔️ Interested to know more or want to invest please call out @ 7506265365 or mail me at [email protected].
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.me/MonePlan : Stock Markets & Investment Updates with MonePlan : Introducing Prime Folios I Investing is an ART I Experience the Edge a Professional Brings!
⚡ Give your financial aspirations the edge they deserve with professionals who live & breathe investments!
⚡ Prime Folios I Get access to professional managers that you’ve dreamt of! Prime portfolios are baskets of stocks/ETFs/REITs that reflect an idea or strategy.
⚡ Prime Folios I Curated by experts who have been at the cutting edge of their game, all you have to do is invest, sit back & let the professionals do the heavy lifting!

Why Invest with Prime Folios
⚡ Prime portfolios are curated by professionals with skin in the game
⚡ Dodge peaks & valleys in individual stocks. Take a portfolio-based approach.
⚡ Professional curation gives you the edge the big players have had all along

✔ Interested pls call out @ 7506265365 or mail me at [email protected]
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.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
📌 Public Issue by The Indore Municipal Corporation of Rates Listed, Taxable, Secured, Redeemable, Non-Convertible Green Municipal Bonds of Face Value of ₹ 1,000/- each, for an amount of upto ₹ 122 Crores (“Base Issue Price”) with an Option to retain oversubscription upto ₹ 122 Crores (“Green Shoe Option”) Aggregation upto ₹ 244 Crores (Rupees Two Hundred & Forty Four Crores Only).
📌 The issue is being made under the SEBI (Issue & Listing of Municipal Debt Securities) Regulation 2015, The SEBI operational circular, SEBI Green Debt Securities Circular & other relevant circulars & guidelines.
📌Credit Rating of ‘IND AA+/Stable’ by India Ratings & Research Private Limited, ‘CARE AA/Stable’, by CARE Ratings Limited.
📌 Green Bonds are proposed to be listed on NSE.

✅ Interested to Invest or want know more or need help pls call out @ 7506265365 or mail me at [email protected].
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.me/MonePlan : Stock Markets & Investment Updates with MonePlan : Systematic Investments Planning (SIP's) with Mutual Funds I Yesterday was the best time to start. The next best time is NOW.
👉 Even if your consider the Returns @ 10% instead of 15% the Wealth Accumulation is still better than other traditional Investments.
✅ Interested to Invest or want know more or need help pls call out @ 7506265365 or mail me at [email protected].
Team MonePlan

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
A thousand salutes to the great nation of ours. May it become even more prosperous.
Wish all of you a very Happy Republic Day!

.me/MonePlan : Stock Markets & Investment Updates with MonePlan : Greetings from MonePlan Investory & IIFL Finance Ltd !!!

⚡️We are pleased to Inform you that we have come up with a Secured NCD issue of IIFL Finance.
⚡️It will open for subscription from 6th Jan 2023 to 18th Jan 2023.
⚡️Type of Issue : Secured Redeemable Non-Convertible Debentures
⚡️Base Issue Size : ₹ 100 crores
⚡️Green Shoe Option : ₹ 900 crores
⚡️Tranche II Issue Size : ₹ 1,000 crores
⚡️Credit Rating : “CRISIL AA/Stable” by CRISIL & “ AA/Stable by ICRA
⚡️Tranche II Issue Period : Jan 6th, 2023 & Open till Jan 18, 2022
⚡️Coupon Rate : Upto 9.00% p.a.
⚡️Interest Payment : Monthly / Annually
⚡️Link to directly apply for the NCD is given below I https://oneup.indiainfoline.com?ReferralCode=x02r24y5kCZQ6UplGiaflw==

✅ Interested to Invest or want know more or need help pls call out @ 7506265365 or mail me at [email protected].

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MonePlan Investory Founded in 2020, MonePlan Investory was started with an endeavour to streamline the wealth of people

Merry Christmas to All ! May your days ahead be as vibrant as this festive season. May you shine as bright as the Christmas lights because you deserve it all. Have a great year & a wonderful life ahead!
Rajesh Nair MonePlan Investory

.me/MonePlan : Stock Markets & Investment Updates with MonePlan : Mutual Fund SIP's
✅ Whatever may be the mood of the market. You can continue with your SIP & stay invested based on your long-term goals.
✅ Interested to Invest or want know more or need help pls call out @ 7506265365 or mail me at [email protected].

✅ Interested to Invest or want know more or need help pls call out @ 7506265365 or mail me at [email protected].
.me/MonePlan : Stock Markets & Investment Updates with MonePlan : IIFL Mutual Fund launches India’s first passive Tax Saver Scheme (ELSS)
✅ IIFL Mutual Fund has launched new fund offer (NFO) of IIFL ELSS Nifty 50 Tax Saver Index Fund, India’s first Tax Saver Index Fund.
✅ NFO opens on Dec 1st & closes on Dec 21st. Scheme will re-open for subscription & redemption on an ongoing basis from Jan 02nd.
✅ Parijat Garg will be the fund manager for IIFL ELSS Nifty 50 Tax Saver Index Fund.
✅ Like other ELSS funds, scheme will provide the dual advantage of tax saving under Section 80C & potential to benefit from a diversified exposure to equity markets.
✅ Scheme aims to have a portfolio that mirrors the Nifty 50 Index, which comprises large cap Indian Companies. This is a passive fund that is relatively low cost, compared to actively managed schemes that tend to have a higher expense ratio.

✅ Interested to Invest or want know more or need help pls call out @ 7506265365 or mail me at [email protected].

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
IIFL Mutual Fund launches India’s first passive tax saver scheme
✅ IIFL Mutual Fund has launched new fund offer (NFO) of IIFL ELSS Nifty 50 Tax Saver Index Fund, India’s first Tax Saver Index Fund.
✅ NFO opens on Dec 1st & closes on Dec 21st. Scheme will re-open for subscription & redemption on an ongoing basis from Jan 02nd.
✅ Parijat Garg will be the fund manager for IIFL ELSS Nifty 50 Tax Saver Index Fund.
✅ Like other ELSS funds, scheme will provide the dual advantage of tax saving under Section 80C & potential to benefit from a diversified exposure to equity markets.
✅ Scheme aims to have a portfolio that mirrors the Nifty 50 Index, which comprises large cap Indian Companies. This is a passive fund that is relatively low cost, compared to actively managed schemes that tend to have a higher expense ratio.

✅ Interested to Invest or want know more or need help pls call out @ 7506265365 or mail me at [email protected].

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Happy Diwali 2022 Wishes to all Group Members I With the Gleam Of Diyas & the Echo Of the Chants, May Happiness & Contentment Fill your whole Life.

Have Mutual Fund SIP's on your mind....Get started

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Public Issue Of Secured Rated Listed Redeemable NCD
▪️Issuer: Navi Finserv Limited Promoted by Sachin Bansal
▪️Type Of Instrument: Secured, Redeemable NCD
▪️Credit Rating : A (Stable) by India Ratings
▪️Mode Of Issue : Public
▪️Mode Of allotment : In Demat Only
▪️Issue Size: ₹ 300 Cr + Option to retain over subscription ₹ 300 Cr. (Green Shoe Option)
▪️Face Value : ₹ 1,000 Per/NCD
▪️Minimum Application : 10,000 across all series
▪️Frequency Of Interest Payment For All Category
▪️Monthly : 18 Months: 9.20%, 27 Months : 9.40%
▪️Annual : 18 Months: 9.50%, 27 Months: 9.75%
▪️Depositories: NSDL & CDSL
▪️Proposed for listing of the NCD's : BSE Limited & NSE
▪️Issue Opening Date : Monday, May 23, 2022
▪️Issue Closing Date : Friday, June 10, 2022
▪️Allocation Ratio : Institutional : 20%, Non-Institutional : 20%, HNI : 30% & Retail : 30%
▪️Interested to know more or want to Invest, please call back at 7506265365 or mail me at [email protected]

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
▪️Please find attached Interest Rates for HDFC Ltd w.e.f 12th May 2022 for Individual Deposits.
▪️Interested to know more or want to Invest please call back at 7506265365 or mail me at [email protected]

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Advice for all Salaried or Self Employed Class People
1. Do not spend more than 50% of your salary in a month.
2. Save 50% & invest in at least 3 different places. Be it Mutual funds, PPF, Stocks, Gold, NPS, Crypto etc as per your risk profile.
3. Constantly thrive for 2nd source of income. Don't count on spouse income as 2nd source, rather consider that as an emergency fund
4. Must have Health insurance for your family & Term insurance until you have enough for dependents to rely upon.
5. Do not try to match up your lifestyle with others. Instead, try to match up with their hard work.
6. If you are taking a loan, buy assets with it, not liabilities.
Assets : Education loan, Loan for low-risk business with regular cash flow, House loan only if the EMI is equal to or slightly more than the rent you were paying.
Liabilities : Loan for expensive flat, Buying an expensive car, High-end vacations etc.

7. Never rely on your Parent's money coz they are not relying on yours.
8. Ways to decrease Expenses :
▪️Control your fingers on food delivery apps.
▪️Avoid unnecessary shopping in malls or via apps.
▪️Take the metro, auto instead of a Cab whenever possible.
▪️These apps & an easy UPI payment system are built to force you to make decisions that you don't require most of the time.

9. Don't fall into the trap- Zindagi Ek Mili Hai, Khul Ke Jo Aur Udao
Coz most of those activities can be momentary pleasures but not life fulfilling experiences. 🙏🙏

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
ICICI Prudential Housing Opportunities Fund : 🔆ℕ𝔽𝕆 𝕆ℙ𝔼ℕ𝕊 𝕋𝕆𝔻𝔸𝕐🔆

1. Objective : It is suitable for investors looking for opportunities to participate in India & Housing growth story & aims to invest in equity and equity related instruments of entities in the housing & allied sectors, i.e., sectors expected to benefit from the growth of housing demand in India
2. NFO Date : 28 Mar to 11 April '22
3. Fund Manager : S Naren & Anand Sharma
4. Benchmark : Nifty Housing Index TRI
5. Exit Load : Less than 1 Month - 1% of applicable NAV ||
6. More than 1 Month - NIL
7. Summary : 🔅 Housing theme addresses the basic need of an individual
🔅 Cycle for housing theme is turning
🔅 India’s favourable demographics, urbanization trend, better affordability, lower rates etc are creating a conducive environment
🔅 Govt. thrust towards housing, further gives impetus to the theme
🔅 Housing encapsulates industries like banks, steel, power, etc.
🔅Good option for an investor who would aim to benefit from growing need of Indians for a better shelter
 Interested to know more or want to invest or need help pls call out @ 7506265365 or mail me at [email protected]

.me/MonePlan : Stock & Market Updates with MonePlan :
About the Issuer of Perpetual Bonds : About Tata Motors Group

 Tata Motors Finance Limited (TMFL) & Tata Motors Finance Solutions Limited (TMFSL) are Non NBFC's with each of them being a subsidiary of TMF Holdings Limited (TMFHL).
 TMF Holdings Limited is a core investment company (CIC) held 100% by Tata Motors Ltd ( TML ) which is a leading global automobile manufacturer with a portfolio that covers a wide range of cars, sports vehicles, buses, trucks & defense vehicles.
 As per business arrangement, new vehicle financing business of TMFHL is undertaken by TMFL, while the dealer/vendor financing business & used vehicle refinance/repurchase is undertaken by TMFSL.
 Corporate Lending : TMFSL supports Tata Motors’ ecosystem of Dealers & Vendors by extending Corporate loans, channel funding, & Dealer financing solutions.
 Interested to know more or want to invest or need help pls call out @ 7506265365 or mail me at [email protected]

.me/MonePlan : Stock Markets & Investment Updates with MonePlan : Why SBI MultiCap Fund is better than other MultiCap Funds

1. No single fund manager has the capability of picking right stocks consistently in Large, Mid & Small caps. Either a fund manager is good in picking large cap, mid cap or small cap i.e they are specialist in only one area.
2. In SBI, the senior analysts are specialists for one sector and choose right stocks across caps & help to find the right stocks consistently year over year.
3. Any fund manager in the industry measures his fund performance against two things
a) Benchmark
b) Against peer groups (compare their funds with other AMC)
4. In order to do so, he picks up stocks which have heavy weightage in Benchmark & try to cover benchmark stocks. Even if they don't like or are positive on a particular sector, they hold those stocks as they are afraid of a rally in a particular sector. If a particular sector has rallied & they don't have those stocks, then the fund will underperform. This risk the fund manager does not want to take, hence they make a diversified portfolio covering all sectors.
5. SBI will be very different in making the portfolio of MultiCap. They will not try to cover benchmark stocks & would not like to have all sectors in the fund; we would rather be having bottom- up stock picking and follow absolute returns theory in this fund.
6. In this fund we would be beating returns of the portfolio having benchmark coverage stocks by a huge margin.
Our fund is going to be sector agnostic, high conviction & has concentrated portfolio.
7. Each fund manager has a bias towards value growth or quality. When an individual fund manager makes a portfolio an individual preference can be seen in the portfolio.
For example:- Mr. R Srinivasan likes growth stocks, Ms. Sohini Andani likes quality stocks & Mr. Dinesh Balachandran likes value stocks.
The team of analysts help us to review the individual person biases in the portfolio.
8. This portfolio will have less than 30 high conviction stocks concentrated within the portfolio & best stocks with SBI. This will invest 27% in large, Mid & Small caps & not more than 10% in international stocks.

Interested to invest or want know more or need help pls call out @ 7506265365 or mail me at [email protected].