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For Just Rs 2800* for 3 years you can grow your savings to achieve Financial Independence

Rs 2800 subscription* to our “Women Financial Independence MF Portfolio” will give you

  1. Low cost Mutual Fund portfolio based on your Risk Profile and modelled on Warren Buffett’s (The Richest Investor in the World) principles of investing
  2. Tutorials on Saving, Investing, MF;s, Equity & Fixed Income
  3. Unbiased advise on when to Invest and When Not to Invest or Sell your Investments. “We Do Not Sell or Distribute Mutual Fund Products and Do Not Earn any Other Transaction Commission, You pay Rs 2000* for our advise, nothing more.

*Rs 2800 plus 15% service tax

We firmly believe that Women can take control of their Financial Health as good as they take care of their families and their own lives. However, various research and surveys show that Women do not really Manage Finances as much as they should.

In order to encourage women to save and grow their savings in the best possible manner, we bring to you our expertise in guiding you on your savings.

For just Rs 2800 plus service tax for 3 years, we will provide you one time financial counselling and based on your risk profile we will give you a MF portfolio that carries low cost and yet provide you the market returns that you require to achieve financial independence.

We will also provide you all the tools necessary for you to understand investments, which will help you take your own investment decisions.

Subscribe Now

Invest, Earn & Learn-One Year Subscription

Mutual Fund Portfolio
Risk Profiling
Tutorials on Mutual Funds
Market Updates, Analysis and Reports
24*7 Support


For subscribers in India

Rs6666
inclusive of GST
For One Year

Call Neelima at +919819770641 or email neelima@zephyr.org.in for queries

India 2019 is our Theme

The next two years is likely to see Indian equity markets cross many peaks as both the global economy and Indian economy are seeing signs of coming out of a long slump post 2008 financial crisis. India’s political climate too looks strong with the Modi led BJP government sweeping state polls in key states such as UP. We expect the Sensex to touch 40,000 in 2019. Click here for our presentation, Sensex at 40k in 2019. 

We believe that in order to secure your financial future you would require to be smart about your savings. You would need to build a good corpus when equity markets are expected to do well and then protect your capital when returns fall.

We bring you low cost investment strategy for your mutual fund investments based on Warren Buffett’s principles.

Warren Buffett is the Richest Investor in the World and to get there and stay there he has obviously done something right, consistently over a long period of time.

We apply his Principles to your MF Portfolio and you can reap the benefits of his wisdom.

Two primary principles of Warren Buffett that we follow for advising you on your MF Investments are

1. Active investment management by professionals – in aggregate – would over a period of years underperform the returns achieved by rank amateurs who simply sat still. The massive fees levied by a variety of “helpers” would leave their clients – again in aggregate – worse off than if the amateurs simply invested in an unmanaged low-cost index fund.

2. Sell when others are buying and buy when others are selling.

Based on these two Principles of Buffett, we will construct a simple mutual fund portfolio that carries low cost, which can be as low as just 0.05%. We will also distribute your investments between Equity Funds, primarily Index Funds or ETF’s that mirror the performance of Sensex or Nifty Index, and Fixed Income Funds. Depending on your understanding and risk appetite we will also selectively suggest active funds that do not carry high costs..

Not only we will give you the MF portfolio, we will give you the tutorials required to understand your investments.

Your MF investments will then gain when Sensex and Nifty are rising and will be protected when they fall sharply and stay low for long periods of time. When Sensex and Nifty are rising and looking to rise for longer periods of time, we will construct your portfolio in such a way that you gain maximum benefit from the rise. However when markets are at peaks and looking to fall, your portfolio will be exposed only to Fixed Income, that protects capital and provides stable returns .

Moreover, we will keep updating you on our analysis of Markets, Economies and Businesses, which will give you a good knowledge of outlook for equity and fixed income markets, which in turn will determine your MF portfolio.

How Does it Work? 

Once you sign up, we will establish your risk profile and then suggest a MF portfolio. You can then invest in the MF schemes directly through the MF websites or through platforms that offer direct investments. ETF’s you invest through your broking account like you buy equities. We will hand hold you if required.

We will also advise you on Tax Savings Equity Schemes, where you gain from rising equity markets and also save Tax.

Advisory Fees 

The Advisory Fees for our Invest, Earn & Learn for Women is just Rs 2800 plus service tax for three years, The fees for the full three years is payable upfront.


 


Subscribe Now

Invest, Earn & Learn-One Year Subscription

Mutual Fund Portfolio
Risk Profiling
Tutorials on Mutual Funds
Market Updates, Analysis and Reports
24*7 Support


For subscribers in India

Rs6666
inclusive of GST
For One Year

Call Neelima at +919819770641 or email neelima@zephyr.org.in for queries

Check out our Premium Advisory Services

Our track record over the last five years for premium subscribers is exceptional. Please go through the presentation on our core philosophy, ethics and services.

Download (PDF, 757KB)

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