VENUS FINANCIAL SERVICES 1,Ground floor | “Aakanksha” | Khanduji Tekta | Valsad Contact: With Investment Management Service (IMS)

Product Basket Mutual FundIPOsTax Planning InsuranceNCDsIT Returns Financial PlanningBondAccounts Portfolio ServicesFixed DepositsPAN & TDS Services AMFI Registration No.: ARN IRDA General InsuranceLicence No IRDA Life insuranceLicence No

Investment Management Service (IMS) Key Features  Investment Amount: From Rs.50,000 to Rs.10 Lac.  Investment Horizon: As per decided goal.  Portfolio Asset Allocation: Aggressive | Moderate | Conservative | Preservation  Risk Factors: As per defined portfolio.  Review: Half Yearly review of portfolio.  Valuation: Half Yearly Valuation report to be given A step by step guide to create wealth for future requirement

IMS Portfolios Aggressive Portfolio Liquid, Income, Bond fund: 10% of Investment amount. ELSS 5% to10% of Investment amount. MIP: 10% of Investment amount. Liquid fund: 24% of investment amount for the purpose of STP facility. Other investment: Remaining investment amount will be invested in Equity related funds such as Diversified funds, Large cap funds, Small-Mid cap funds, Balanced funds, Sector funds, as per risk profile and investment horizon of investors. Moderate Portfolio Liquid, Income, Bond fund: 20% of Investment amount. MIP: 20% of Investment amount. Arbitrage 20% of Investment amount. Other investment: Remaining investment amount will be invested in Equity related funds such as Diversified funds, Large cap funds, Small-Mid cap funds, Balanced funds, Sector funds, as per risk profile and investment horizon of investors. Conservative Portfolio Liquid, Income, Bond fund: 30% of Investment amount. MIP: 20% of Investment amount. Balanced fund: 30% of Investment amount Other investment: Remaining investment amount will be invested in Equity related funds such as Diversified funds, Large cap funds, Small-Mid cap funds, Balanced funds, Sector funds, as per risk profile and investment horizon of investors.

Fund Allocation Rationale Fund TypeObjectives Liquid,Income,BondLiquidity & Safety ELSS*Tax savings, Capital Appreciation MIPGenerate Monthly Surplus Liquid (For STP)Systematically investment Diversified FundGenerate return from various sector. Large cap FundGenerate Stable return Small-Mid cap Fund Generate return with high risk high return strategy Balanced Fund Generate return from combination of Equity & Debt. Sector Fund Generate return from particular sector.

Product Basket Compulsory investment Purpose Liquid, Income, Bond Requirement of liquidity in any emergency. (Emergency withdraw) ELSS Taking tax benefits and earn periodically dividend income. (Tax free) MIP Safety, Tax efficient, capital appreciation and as well as distribute surplus. Liquid Fund (For STP) Some part of investment amount transferred systematically into equity fund for reducing market risk, Maximize return with power of compounding and cost averaging method. Balanced Give both advantages of market up side and down side with dual allocation. Arbitrage Delivers slightly more returns than debt fund over a short period of time.

IMS – Client Information Name : _____________________________ Birth Date : __________ Age : __________ Address : ___________________________ ___________________________________ Contact No. : ________________________ ____________________________ Name : _____________________________ Birth Date : __________ Age : __________ Address : ___________________________ ___________________________________ Contact No. : ________________________ ____________________________ Investment Goal : Child Education Child Marriage Retirement Other Investment Horizon : 3 Years 5 Years 10 Years Other ____ Risk Profile : Aggressive Moderate Conservative Investment Amount : ___________________ Investment Goal : Child Education Child Marriage Retirement Other Investment Horizon : 3 Years 5 Years 10 Years Other ____ Risk Profile : Aggressive Moderate Conservative Investment Amount : ___________________

VENUS FINANCIAL SERVICES Venus Financial Services 1, Ground Floor, ‘Aakanksha’, Khanduji Tekra, Valsad – (M) : , For details logon to