4 th Floor, Pacific Tower, Madhuban Scheme Udaipur, India P | E W COGNUS CAPITAL INVEST 207, Luhadia Tower, C-Scheme Ashok Marg Jaipur, India Head Office : Corporate Office :

Cognus capital invest is a financial advisory firm offering a broad range of services to meet the needs of our client with a unbiased approach..  Tax Planning  Cash management planning  Short term planning  Portfolio management(PMS)  Corporate FD’S/ Bonds  Medicliam  Term plan ABOUT COGNUS CAPITAL INVEST  Free one to one financial services  Any time free consultation  Complete end to end support  All type of investment solutions OUR USP’S

WHY TO INVEST “You can waste money lifetime getting no where or you can invest some amount each day to get anywhere!” FACTS ON INVESTMENT of youth indian is unfamiliar about the investment products of indian customer keep money in Bank and Fixed Deposit 79%95%

INSTRUMENTTAX BENEFITSRETURNDURATION EPFYES8.5%15 Years PPFYES8.8%15 Years NSE CERTFICATEYES8.8%5 Years FDS-BANKS & POST OFFICEYES7.70% To 9.50%5 Years SENIOR CITIZEN SAVING SCHEME YES9%5 Years MUTUAL FUNDYESMarket linkedAny time ULIPYESMarket linked5 Years DIRECT EQUITYYESMarket linkedLong term GOLDNOMarket linkedLong term REAL ESTATEYESMarket linked10-15 Years WHERE TO INVEST

INVESTMENT GOALS CAPITAL PRESERVATION GENERATE INCOME CAPITAL APPRECIATION SAVING BANK ACCOUNT PPF The above chart clearly indicates that all type of financial needs can be fulfilled through Mutual Fund. However the myth about Mutual Fund is that it deal with Equity market only MUTUAL FUNDS FIXED DEPOSIT PO-MIS FIXED DEPOSIT PO-MIS

ITEMMONEY IN SAVING ACCOUNT MONEY IN LIQUID FUND AMOUNT Rs. INTEREST ON AMOUNT IN 365 DAY 4000 Rs.8000 Rs. To 9000 Rs. PER DAY INTEREST IN INR11 Rs. / Day Approx22 to 25 Rs. / Day Approx IF A PERSON PUT HIS MONEY LIQUID FUND THAN EARN ADDITIONAL PER DAY (IN INR ) NA11 To 14 Rs. / Day SAVING BANK ACCOUNT Vs LIQUID FUND

COMPONETSBANK FIXED DEPOSIT F.M.P =FIXED MATURITY PLAN BREAK DOWNWith indexationWithout indexation INVESTMENT AMT(RS) ASSUMED NET YIELD (P.A)9% TENOR (MONTH)36 AMOUNT AT MATURITY (RS) INDEXATION RATEN.A.9%N.A. INTEREST /LTCG30605 INDEXED COST ACQUISITIONN.A N.A. INDEXED GAIN /LOSSN.A TAX RATE33.99%22.66%11.33% TAX ON FD/ CAPITAL GAIN ON MF POST TAX INCOME POST TAX YIELD (ANNUALISED)6.67%9.00%8.1% BANK FIXED DEPOSIT Vs FIXED MATURITY PLAN

INVESTMENT OPTIONS IN MUTUAL FUNDS

Total Unit Purchased = Current NAV = Rs.100 Current Value of Investment X 100 = 16632/- Actual Amount Invested Only 6000/- Actual Amount Invested Only 6000/- SIP CONCEPT

WHY MUTUAL FUNDS Very few people have been exposed to the idea & advantages of mutual funds and even fewer actually invest in mutual funds, because of lack of adequate knowledge MEASUREUSINDIA Rupees invested in Mutual Funds out of 100 > 30< 2 MF Industry size as % size of economy (GDP) 77%8% Total size / value of MF industry (Rs core) > 929> MUTUAL FUND BEST INVESTING OPTION

THE FORMULA FOR CREATING WEALTH Start Early Invest Regularly Right Asset Class Create Wealth Example: If you invest 2000 per month for 25 years,your total corpus after 25 yrs is 1.35 cr

ANY QUESTIONS MAKE YOUR MONEY WORK HARD FOR YOU

CONTACT US Thank you for your interest in Cognus Capital Invest services. Please provide the following information about your financial needs to help us serve you better. For more information please contact us: Address: Cognus Capital Invest 4 th Floor, Pacific Tower, Madhuban Road Udaipur, India Phone: Website: