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]

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Power of Mutual Fund SIP's in Current Scenario
▪️Rising Inflation, Rate Hike, Rupee Falling, Markets Crashing is a perfect time to start a powerful SIP program.
▪️Invest upto ₹ 10 Thousand per month for 11 years & create ₹ 30 Lakhs of pure wealth.
▪️Leave it for another 10 Years & you’ll likely have ₹ 1.20 Crores.
▪️Assumed ROR 14%.
▪️Interested to know more or want to start a SIP please call back at 7506265365 or mail me at [email protected]

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Invest Today for a Secure Tomorrow
O͟u͟r͟ S͟e͟r͟v͟i͟c͟e͟s͟ :
◖DEMAT A/c - Partner with IIFL Securities, ICICI Direct, Edelweiss, Wealthy etc.
◖Personal Financial Review & Planning - Mutual Fund -SIP's /LumpSum/STP's/SWP's
◖Retirement Planning - ICICI Freedom SIP's & ULIP Plans
◖Tax Planning - ELSS/NPS
◖Insurance - Life (Term & Endowment) /Medical (Health) /General (Vehicle Insurance) etc
◖Wealth Management - Equities/PMS & AIF's/Small Cases/Bonds (Govt & Corporate)/Fixed Deposits

Contact on Whatsapp 7506265365
https://wa.me/message/YKAXPIPMHXBOA1
𝗣𝗹𝗮𝗻-𝗜𝗻𝘃𝗲𝘀𝘁-𝗚𝗿𝗼𝘄 with MonePlan Investory

Attended a special session of Key actively doing Fund Business of with Fund Manager of Edelweiss Balance Advantage Fund Mr Jain & followed by felicitation by Mrs Gupta & of Edelweiss AMC of her own written book LimitLess.🏆

Lots of Insights of the Mutual Fund Industry & market outlook over the Election & Global scenarios were discussed in the session.

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Greetings From MonePlan Investory!!!
🔊 Revision in Deposit interest rates for Shriram Finance - w.e.f. 9th April 2024 (Frequency Applicable : Yearly Mode)

📞 Contact us today for more info or details & Start building your Wealth!
☎ 7506265365 or 9422082313
📧 [email protected] or [email protected]

.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Invest in Mutual Fund & Let Money Work for You

📞 Contact us today for more info or details & Start building your Wealth!
☎ 7506265365 or 9422082313
📧 [email protected] or [email protected]

Regards, Team MonePlan Investory

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Effective Ways of Using SWP | Below are some effective strategies for utilizing an SWP
1. Establishing a Steady Secondary Income Stream | In today’s economic climate, having an additional income source is essential to cope with the escalating cost of living. Investing in Mutual Funds & utilizing SWP enables the creation of a consistent secondary income.

2. Building Your Own Retirement Fund | Regardless of whether you have an existing pension plan, you can construct a corpus approximately five years before retirement & allocate it into a mutual fund scheme based on your risk appetite. Upon retirement, initiating an SWP allows you to generate your own pension fund.

3. Safeguarding Your Investment Capital | If you prefer to avoid high-risk investments, initially allocating funds to Arbitrage Mutual Fund Schemes can be beneficial. These schemes provide assured returns with minimal risk. Opting for the dividend option & reinvesting dividends in a debt scheme through SIP's can further protect your capital. Eventually, initiating a SWP enables you to receive regular income without jeopardizing your initial investment.

4. Does SWP in Mutual Funds Work Best for Retirees? | Systematic Withdrawal Plans (SWP) in mutual funds offer retirees an ideal solution for their financial needs during retirement. As retirees seek a reliable income source, they can utilize their retirement savings, gratuity, or corpus & select the right mutual fund schemes to set up an SWP plan. With the best SWP funds, retirees can enjoy the security of receiving a consistent income while keeping the remainder of their investments poised for potential growth over time. It’s akin to creating a customized pension plan that aligns with your specific financial requirements.

Moreover, just as a Systematic Investment Plan (SIP) spreads the cost of purchase, SWP Mutual Fund scheme evens out the cost of withdrawals, making it an invaluable tool for retirees seeking financial stability during their golden years.

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.
!

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Tax Planning with MonePlan | Mutual Fund ELSS Fund Recommendations
Why Invest in Mutual Fund ELSS
1. Increase your chances of earning higher risk-adjusted returns.
2. Tax Exemptions
3. You can invest through both SIP;s/Lumpsum route
4. Investment upto ₹ 1.50 Lakhs is eligible for Income Tax deduction u/s 80C of the Income Tax Act, 1961 | Investing this amount in an ELSS can result in tax savings of up to ₹ 46,800 per year.
5. Capital Gains treatment will be at par with other India-centric Equity schemes.
6. Lock-in Period | ELSS funds come with a lock-in period of just three years, which is considerably less when compared to other Mutual Funds. It is not only in sharp contrast with other tax saving options under section 80C, it also instills a good habit to stay invested early on in life.
7. High Returns | Given the link to the Equity markets, ELSS funds can offer payouts that are higher than a basic savings plan. Over a period of 10 Years, you will notice that ELSS fund returns can be compared to certain mutual fund investments & can give substantially higher returns than other tax saving schemes.

Recommended Funds in ELSS Category
1. Nippon India ELSS Tax Saver Fund
2. SBI Long Term Equity Fund
3. HDFC ELSS Tax Saver Fund
4. Franklin ELSS Tax Saver Fund
5. Bandhan ELSS Tax Saver Fund
6. Canara Robeco ELSS Tax Saver
7. Quant ELSS Tax Saver Fund

📣 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 :
🚨 Important | Check out the highly anticipated coming Mutual Fund NFO's
1. Sundaram Multi Asset Allocation Fund (5-19 Jan’24)
2. Quant Consumption Fund (5-18 Jan’24)
3. DSP MultiCap Fund (8-22 Jan’24)
4. Bandhan Multi Asset Allocation Fund (10-24 Jan'24)
5. Mirae Multi Asset Allocation Fund (10-24 Jan'24)

📞 Contact us today for more info or details & Start building your Wealth!
☎️ 7506265365 or 9422082313
📧 [email protected] or [email protected]
Regards, Team MonePlan Investory

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Greetings from MonePlan Investory !
◖We would like to inform you that Sundaram Mutual Fund has launched Sundaram Multi Asset Allocation Fund - An open-ended scheme investing in Equity, Debt & Money Market Instruments & Gold ETFs.
◖The Fund opens for subscription on 5th January 2024 & closes on 19th January 2024.
◖The investment objective of the scheme is to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments & Gold ETFs.
◖The scheme will be benchmarked against NIFTY 500 TRI (65%) + NIFTY Short Duration Debt Index (10%) + Domestic Prices of Gold (25%).
📞 Contact us today for more info or details & Start building your Wealth!
☎ 7506265365 or 9422082313
📧 [email protected] or [email protected]
Regards, Team MonePlan Investory

Investory | May the coming New Year bring you the prosperity of dreams fulfilled, the warmth of cherished moments & the joy that knows no bounds.
Happy New Year 2024! 🌟🎉

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
🔊 360 ONE Prime NCD Public Issue
◖Issue opens: Thursday, January 11, 2024
◖Issue Closes: Wednesday, January 24, 2024
◖Type of Instrument : Secured, Rated, Listed Redeemable NCD ◖Tranche I Issue Size : ₹ 200 Crs (With an option to retain up to ₹ 800 Crs)
◖Coupon (% per annum) for NCD Holders of All Categories
1. 18 Months (Monthly): 8.91% p.a.
2.18 Months (Annual): 9.22% p.a.
3. 24 Months (Monthly): 9.03% p.a.
4. 24 Months (Annual): 9.41% p.a.
5. 36 Months (Monthly): 9.21% p.a.
6. 36 Months (Annual): 9.61% p.a.
7. 60 Months (Monthly): 9.26% p.a.
8. 60 Months (Annual): 9.66% p.a.

🔊 Rating : AA/Stable by CRISIL & ICRA
◖Allotment First Come First Serve Basis
◖Lead Manager: IIFL Securities Ltd & Others

◖Booking Open | Kindly contact for further details
👉 Interested or need help pls call out @ 7506265365 or mail me at [email protected].

🌟 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 MonePlan Investory?
✅ 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!

Health Hai Toh Life Hai | Health Insurance Zaroori Hai
Health Insurance is meant to protect your family's financial future against uncertainty. Its not only gives you a risk cover but also empowers you to fulfill your various needs.
1. Coverage Against Medical Expenses | The main purpose of medical insurance is to receive the best medical care without any strain on your finances.. You may, therefore, focus on your speedy recovery instead of worrying about such high costs.

2. Coverage against critical illnesses | Insurance providers nowadays offer critical illness insurance, either as a standalone plan or as a rider. This amount may be used to meet your illness related treatment costs, daily expenses & any other financial obligations.

3. Cashless claim benefits | Many insurance providers offer cashless claim facility.

4. Additional protection over & above your employee cover | Your maybe left uninsured in case of loss of job or change in employment. In order to protect yourself against such an event, purchase health cover individually.

5. Tax Benefits| Health care plans provide tax benefits. Premiums paid towards your health care policy are eligible for tax deduction under Section 80D of the Income Tax Act,1961.

MonePlan Investory provides Health Insurance Scheme of the following Insurance Companies
1. ICICI Lombard general Insurance
2. HDFC Ergo General Insurance
3. Care Health Insurance
4. Manipal Cigna Health Insurance
5. Niva Bupa Health Insurance
6. Bajaj Allianz Health Insurance
7. ATA AIG General Insurance etc

📞 For more details contact us & Insure You Health
☎ 7506265365 or 9422082313
📧 [email protected] or [email protected]
Regards, Team MonePlan Investory

🔊MonePlan Investory | We are a one-stop Financial Services shop, respected for quality of its advice, offerings & personalized service with adaptive technology from reputed Associated Partners (IIFL (India Infoline), ICICI Direct & ICICI Bank, Nuvama (Edelweiss), Wealthy, Nivesh etc).

We have the following offerings from MonePlan Investory
1. Equities I Demat Account Opening & Broking services in the Cash, Derivatives & Currency segments, online & offline & with NSDL & CDSL as a depository participant | Dealing in Listed & Unlisted Shares.
2. Mutual Funds I Lumpsum Investments, SIP's (Systemic Investment Plans) | Tax Planning with ELSS (Equity Linked Savings Plan) | Retirement Planning with SWP (Systemic Withdrawal Plans) | Children Investment Plans etc.
3. Insurance Offerings I Life, Medical & General Insurance with Tie-up with Bajaj Allianz Life, Birla Sunlife, ICICI Lombard & Life, HDFC Life & Ergo etc.
4. Advisory Products I Small Cases, Advisory Small PMS, PMS (Portfolio Management Schemes), AIF's (Alternative Investment Fund) etc.
5. Fixed Income Instruments I NCD's (Mon-Convertible Debentures), RBI & GOI Bonds, Corporate Bonds (Govt & Private Bodies), Gold Bonds, RBI SGB (Sovereign Gold Bonds)

👉 Our advisory team I always a call away to discuss & find solutions to any of you investment needs.

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

Investments is not about how you Invest but How you achieve your Life Goals.
Partner, Plan & Prosper with MonePlan Investory

🌟 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 : Greetings from MonePlan Investory & Introducing HDFC Transportation & Logistics Fund NFO!
📢 NFO opens on 28th July & closes on 11th August 2023
◖In the fast-moving & inter-connected world that we live in today, it is practically difficult to imagine life without Transportation & Logistics. While businesses are often considered the heart of an economy, Transportation & Logistics could well be considered its lifeblood. It would be fair to say that this segment keeps the 'wheels' of the economy moving forward.
◖From an investing standpoint, the wide array of businesses that fall under Transportation & Logistics theme (viz Automobiles, Auto Ancillaries, Airports & Airlines, Railways, Shipping & Ports, e-commerce, Road/Rail/Air Cargo, Supply Chain/Warehousing) means that it warrants the attention of investors. Also, within the theme, there are multiple themes at play as under
◖Varied Business Cycles | Structural growth opportunities as well as cyclical segments
◖Diversity in Consumer Base | While some business cater to luxury segments others cater to economy segments
◖Mature businesses as well as start-ups
◖Export oriented vs domestic focused
◖Rural vs Urban focused
◖Manufacturing (Auto) + Services (Airlines, Logistics)
◖B2B (CV's, Shipping) vs B2C (Passenger Vehicles, 2Ws, Airlines).

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

| Cholamandalam Investment & Finance Company's NCD offers an exciting opportunity to diversify your portfolio.
📢 Public Issue of Secured Rated Listed Redeemable NCD
📢 Issuer: Cholamandalam Investment & Finance Company Limited
📢 Type of instrument: Secured, Rated, Listed, Redeemable NCD
📢 Credit Ratings: [ICRA]AA+ (Stable) & IND AA+ / Stable

Mode of the Issue: Public Issue
📢 Face Value: ₹ 1000 Per/NCD
📢 Min. Application: ₹ 10,000
📢 Minimum Subscription: ₹ 375 Cr
📢 Base Issue Size: ₹ 500 Cr
📢 Option to Retain Oversubscription: ₹ 1,000 Cr
📢 Depositories: NSDL/CDSL
📢 Frequency & Terms Of Interest

Payment For all Category Of Investors
🎉 22 Months | Annual: 8.25% | Cumulative: 8.25% (1,156.64)
🎉 37 Months | Annual: 8.30% | Cumulative: 8.30% (1,279.15)
🎉 60 Months | Annual: 8.40% | Cumulative: 8.40% (1,497.41)

👉 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 :
✅ 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 & Investments Updates with MonePlan :
MonePlan as Partners are pleased to inform you that IIFL Finance has come up with a Secured NCD issue. It will open for subscription from 9th June 2023.
Advantages of investing in IIFL Finance Secured Bonds 2023 Tranche II NCD:
◖Tranche II Issue Opening Date: June 9, 2023
◖Tranche II Issue Closing Date: June 22, 2023
1. Liquidity | NCD being listed, can be sold anytime in the market.
2. Safety | IIFL NCDs are secured debt options. It is backed by the businesses' assets.
3. Diversification |Investing in NCD will ensure diversification in the investor's portfolio. It will also provide income security.
4. Higher Interest Rates | Prime advantage of IIFL Finance NCD is the higher interest rates as compared to traditional investment options like bank FDs, government bonds or securities, etc
👉 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.

.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]@t.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 & 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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