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Investment Plan
About Amrutleela
Amrutleela is a financial services company
based in Mumbai, and has been empowering
retail investors across the country since 2006.
We provide simple yet powerful investment
opportunities across stock & commodity
markets that empower you to meet and exceed
your financial goals.
Our commitment is to help your investments
reach their maximum potential.
Systematic Investment
Plan(SIP)
SIP is an investment strategy wherein an
investor needs to invest the same amount of
money in a particular mutual fund at every
stipulated time period.
This scheme helps reduce the average cost
per unit of investment through a method
called Rupee Cost Averaging.
Methods of investment through SIP:
Monthly SIP
Daily SIP
Flexi SIP
Three golden rules for
investors
Invest Early
Benefits of Investing Systematically:
Power of Compounding
Amrutleela 0.5%*
*Annually 1000/-
Motilal Oswal v/s
Amrutleela
Mon Inve Expen Expen Final Expens Expen Final
th stme se se Amt. e ratio se Amt.
nt ratio Ratio in% Ratio
in%
1 10000 2.20% 220 9780 0.50% 50 9950
2 10000 2.20% 220 9780 0.50% 50 9950
3 10000 2.20% 220 9780 0.50% 50 9950
4 10000 2.20% 220 9780 0.50% 50 9950
5 0.50% 50 9950
10000 2.20% 220 9780
6 10000 2.20% 220 9780 0.50% 50 9950
7 0.50% 50 9950
10000 2.20% 220 9780
8 0.50% 50 9950
10000 2.20% 220 9780
9 0.50% 50 9950
10000 2.20% 220 9780
0.50% 50 9950
10 10000 2.20% 220 9780
0.50% 50 9950
11 10000 2.20% 220 9780
0.50% 50 9950
12 10000 2.20% 220 9780 600+10
Total 2640 117360 00 119400
Selection of stock for SIP
Sector analysis.
Quantitative cumulative value analysis.
Management issues.
Technical analysis.
stock screeners.
Scoring companies.
Market cap.
PEG ratio.
FAQs
How must the payment be made?
What are implications of Tax?
Is SIP only for small investors?
Minimum lockin period?
How do I monitor my portfolio ?
Are youregisteredwith SEBI ?
Why as an individual I would trust to invest with your
company?
How do I know there is no conflict-of-interest? Or How do
I know that you wont recommend funds inwhich you will
get the maximum commissions ?(note)