India
NRI
We all strive to achieve the best for our financial goals, be it our child’s education, marriage, a new car, house or even retirement. But is your savings working towards it? Give your dreams the power of equity with an easy and convenient way to invest through Systematic Investment Plan (SIP). With AxisDirect it’s all the more simpler to start and pave the way towards your goals.
Start your SIP now and then you will also say #SipSipHurray.
HOW CAN SIP HELP ME?
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Build a House
18K invested monthly for 12 years becomes 50Lacs
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Plan your Child’s future
7.5K invested monthly for 10 years becomes 20Lacs
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Plan for a Vacation
7K invested monthly for 2 years becomes 2Lacs
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Become a Crorepati
25K invested monthly for 12 years becomes 1 cr
WHY SIP?
WHY WISE ADVISOR
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Personalization
Get tailor made MF portfolio customized to your needs & goals
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Powerful & Consistent
Robust algo based intelligence
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Flexible
Allows you flexibility to change schemes for investment within the category
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Monitoring
Auto monitoring & rebalancing to help you achieve your goals, no matter what
SUCCESS MANTRAS OF SIP FROM OUR INVESTORS
Kishore Reddy (Govt. Service, Bengaluru) used to invest in fixed deposits and kept the idle money in savings accounts. Looking at his colleague who used to invest in Mutual Fund, he started SIP. He started investing about Rs 10,000 a month in equity funds via SIP in 2013. He set up a goal of owning a house worth Rs. 40 Lakhs in 2013, by 2019.
After a year, considering an inflation, he found out the quantum of investments he required to achieve his goals, would not be possible with Rs. 10,000 SIP. He thought instead of paying Loan EMI of Rs 35,000 – 45,000, he could invest the same money in SIP. He then tweaked his budget and committed to step-up his SIP by Rs 30,000. Initially, it was tough for him to settle for a lower monthly expenditure but the enthusiasm to reach his goals made him invest Rs 40,000 per month. Currently, he's able to accumulate around Rs 20 Lakhs (his fund has garned 15% interest annually) and he is sure that he would be able to reach his valuation of Rs 40+ Lakhs for his goals. He is confident that by 2019 his dream of owning a house will come true.
Pramod Desai (Retired, Ahmedabad) was a late starter and his first mutual fund investment was in a sector fund. Initially, he invested with whatever saving he could. Later in 2003, Desai was introduced to SIPs. He started with a meagre investment of Rs. 1,500 a month, back then. He regularly increased his monthly investment and in 2016, he invested close to Rs. 42,000 a month. He retired in 2016 and realized with just Rs. 30 lacs of investment he was able to make a corpus of close to Rs. 1 Crore rupees. Which was amazing! He recently redeemed half of his corpus for his family and kept the rest to grow.
Swati Anand (Pvt. Sector employee, Mumbai) wanted to buy her dream car and cost of which she could not afford with her current saving. She realized that after 3-4 years of saving also she won't be able to buy one for her. After much consideration and research work, she decided to go for SIP in mutual funds. In 2012, she started with Rs. 25,000 per month for 2 years initially and realized her investments were giving good returns which were increasing at 15% p.a., she then continued this for another 3 years and also increased her investment to Rs. 35,000 per month. After five years she realized that her total corpus has become more than Rs. 25 lacs which were more than sufficient for her new car. She really did give wings to her dream, now she is a proud owner of the best SUV in its category.