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Investor Education

Investor Education

Featured Insights

Why are mutual funds your best investment option?

We've grown up learning the importance of saving, but with inflation (rise in the costs of goods and services) in the picture, saving just isn't enough. Investing is key to securing our financial future. There are several investment options like bank deposits, gold, real estate, equities and mutual funds, and each come with their pros and cons. In this video, we compare mutual funds to these other options.

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Start a small SIP for your BIG dreams
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The importance of goal-based investing
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The Power of Compounding

Featured Insights

The Importance of Goal-Based Investing

Investing is important to reach your goals, but just investing is not enough. You need to invest according to each goal. What is goal-based investing and why is it important? What should you keep in mind when you invest?

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Featured Insights

Let's get serious about retirement planning

If there's one activity that we all tend to postpone and defer, it's retirement planning. Most of us tend to underestimate the perils of poor retirement planning or the lack of a meaningful corpus at the time of retirement. One mistake that most people make in projecting cash-flow requirements post retirement is visualising a downsizing in lifestyle and consumption needs in post-retirement life. So, what are the golden rules of estimating post-retirement expenses?

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What is a mutual fund and what are its benefits?

What is a SIP and what are its benefits?

The Power of Compounding

Investor Awareness Programs

In our continuous endeavour towards educating investors and helping them make informed investments, we are glad to present a series of Investor Training camps at locations near you. Learn why investing is important, how it can help you reach your financial goals and much more at these camps.

Live Schedule
Archive Schedule

Gamma

A measure of risk-adjusted performance, a higher Alpha indicates a security has performed better than it's given beta (volatility).

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Other Resources

AMFI Booklet
SEBI Investor Awareness Initiative
MF Tax Reckoner 2024-2025

1. One-time KYC (Know Your Customer): One-time KYC registration is mandatory to invest in mutual funds. You can complete your KYC by submitting the following at any of our branches or collection centers: a) Duly filled and signed Central-KYC form b) ID Proof and Address Proof: Any Document notified by the Central Government, self-attested. PAN is mandatory for investing in mutual funds. c) Proof of Address: Same as Identity Proof (except PAN) d) Recent passport sized photograph. Originals must be carried for verification. 2. Investors must deal with/invest in only SEBI Registered Mutual Funds. Details are available at www.sebi.gov.in 3. Complaint Redressal: Investors can reach us on 1860 425 7237 or write to us at customerservices@sundarammutual.com. For escalation, write to grievanceredressal@sundarammutual.com or lodge your grievance with SEBI through their SCORES (SEBI Complaint Redressal System) Portal at https://scores.gov.in.

An investor education and awareness initiative by Sundaram Mutual