sharad singh on invezta.com
TRANSCRIPT
FinTech Session
TheRodinhoods Mumbai Open House Jan. 16, 2016
Sharad SinghFounder, Invezta.com
RETIRE 50% RICHER
PROBLEM: THE PAIN IN INVESTMENTS
INCOMPETENTADVICE HIGH FEESPROFITS
OVER PEOPLE
You get advice as good as what the best & biggest wealth managers provide to HNI/ultra-HNI customers.
DEMOCRATIZE QUALITY INVESTMENTS. REMOVE COMMISSIONS.
=COMMON INVESTOR
BIG INSTITUTIONS/HNIs
THE IDEA
The ONLY INVESTMENT PLATFORM that…
HAS ZERO BIAS(No commissions from AMCs)
OFFERS LESS COST MUTUAL FUNDS (Direct plans)
PROVIDES INSTITUTIONAL QUALITY ADVICE
OFFERS PAY IF IT WORKS MODEL
WHAT’S DIFFERENT?
IMPACT: The Invezta INVESTOR returns…
0
200
400
600
800
1,000
1,200
INR
Llak
hs
+ Impact of LESS COST funds [20%++]
+ Impact of QUALITY ADVICE [35%++] MORE THAN50% INCREASE IN WEALTH. 13.8 Crore
9 Crore
11 Crore
After platform fees !!!
Retirement
Calculated for an investor starting with 5L and doing monthly investments of INR 10k from age 25, till his retirement at 60 years. Assumed average mutual fund returns of 12.5% p.a. Assumed 0.7% p.a. as savings from commissions and 1% p.a. as value-add due to advice .
Normal investor corpus
INVEZTA NOWwww.invezta.com
For every month that you do not use Invezta
You may LOSE Rs. 55,192on the retirement corpus.
Sharad Singh In God I Trust, Rest All Bring Data.
B. Tech. MBA from IIMA. Started career with Infosys.
Provide analytics platform to fund managers Serving 2 out of top 3 fund managers with investment analytics. 25%+ assets of the mutual fund industry run through our platform
Founder, CEO: Valuefy Solutions
