Allocation by category will appear once funds are added.
Riskometer
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3D RiskometerEasy explanation for client
Portfolio allocation
Fund
Amount
%
FD vs Mutual Fund (Illustration)
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Risk & Disclaimer: Mutual Fund investments are subject to market risks. Please read the Scheme Information Document and Key Information Memorandum carefully before investing. Past performance is not indicative of future returns. Advisor Declaration: I, Mukesh R. Tiwari (ARN-346841, EUIN: E660418), have explained that the returns are market-linked and not guaranteed.
Why mutual funds and not only FD / RD?
Long-term mutual fund investments offer market-linked growth potential, diversification across sectors, and better inflation-beating chances compared to traditional fixed deposits / recurring deposits, which have fixed but limited returns. However, mutual funds carry market risk and are not guaranteed.
Next steps for execution
Ensure KYC and FATCA are completed / updated.
Set up bank mandate / NACH or UPI AutoPay for SIP registration.
Confirm SIP date, start month and mode of payment with client.
Review this proposal with client at or before the suggested review date.
I/We have understood that Mutual Fund returns are market-linked and not guaranteed and that this illustration is not a return guarantee.
Client Signature: _____________________________
Date: __________________
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