Friday, January 22, 2021

SBI RETIREMENT BENEFIT PLAN EASY LINK

 

SBI RETIREMENT BENEFIT PLAN

SBI RETIREMENT BENEFIT PLAN के  लिए  जिस किसी भी IFA और डिस्ट्रीब्यूटर को  ऑनलाइन लिंक चाहिए वो निचे दिए गए लिंक में जा कर रिटायरमेंट फण्ड का ऑनलाइन लिंक बना सकता है | और अपने सभी इन्वेस्टरों को ऑनलाइन मार्केटिंग से जोड़ सकता है,  लिंक में जा कर अपना ARN-CODE  और E-COD डाले और फण्ड चुने जनरेट बटन में क्लिक करे आपका लिंक बन जायेगा | बस अब आप उस लिंक को किसी को भी भेज सकते है जो कोई भी इस फण्ड में इन्वेस्ट करना चाहेगा वो ऑनलाइन इस फण्ड में इन्वेस्ट कर सकता है वो भी आपके ARN CODE में 

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Saturday, January 16, 2021

SBI RETIREMENT BENEFIT FUND




Start - SBI Retirement Benefit Fund Online



We are happy to the launch of

 SBI Retirement Benefit Fund

 

Please find SBI Retirement Benefit Fund Brochure Hindi and English, FAQ, Application form and Sip Application.

 

Below are the key features of SBI Retirement Benefit Fund:

 

NFO Details:

 

NFO Opens on

January 20, 2021

NFO Closes on

February 03, 2021

Allotment Date

February 10, 2021

 

Type of scheme:

An open-ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier)

 

Investment Objective:

The investment objective of the scheme is to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes.

However, there can be no assurance that the investment objective of the Scheme will be realized.

 

Minimum Application Amount during NFO (Rs.)

Rs. 5,000/- and in multiples of Re. 1/- thereafter

 

SIP Facility during NFO period and on an ongoing basis:

The Scheme also offers Daily, Weekly, Monthly, Quarterly, Semi-Annual & Annual Systematic Investment Plan (SIP) during NFO period and on an ongoing basis.

 

Investment / Plans and Options:

The scheme has following Investment facility:

  • My Choice or
  • Auto Transfer facility



The Scheme offers 4 Investment Plans:


  1. Aggressive
  2. Aggressive Hybrid
  3. Conservative Hybrid
  4. Conservative

Each of the Investment Plans will be managed as separate portfolios.

 

Benchmark Index:

Each Investment Plan will have different benchmark.

 

Plans

Benchmark

Aggressive

S&P BSE 500 TRI

Aggressive Hybrid

CRISIL Hybrid 35+65 -Aggressive Index

Conservative Hybrid

CRISIL Hybrid 65+35 - Conservative Index

Conservative

NIFTY Composite Debt Index

 

Fund Manager:

Mr. Gaurav Mehta – for equity portion

Mr. Dinesh Ahuja – for debt portion

Mr. Mohit Jain is the dedicated fund manager for managing overseas investments

 

SBIMF – SIP Insure:

"SBIMF – SIP Insure" shall provide term life insurance cover with SIPs to provide investors with comprehensive financial solution

 

 Start - SBI Retirement Benefit Fund Online


 

Thursday, January 7, 2021

SBI RETIREMENT BENEFIT FUND WITH INSURANCE

 

GOOE NEWS 2021

SBI Mutual Fund presenting SBI RETIREMENT BENEFIT FUND

An open ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier)

And

NFO Period: 20th January - 3rd February, 2021

Wait to enjoy your retired life. Don’t wait to plan for it

 

1.      Unpredictability adds to complexity in retirement planning.

2.      Inflation – both country’s general inflation and individual’s specific lifestyle inflation.

3.      Life expectancy post retirement – risk of living longer than your finances.

4.      Monthly corpus post retirement – change in lifestyle.

5.      Layoffs / pause in earnings / start-up plunge / sabbatical / different profession demand different planning e.g. cricketers retire at 40 years.

6.      Attitude towards Retirement – Sunset years nowadays seen as second innings to enjoy life.

7.      Remaining years left for retirement - traditional vs aspirational.

8.      Medical corpus pre / post retirement – rising medical cost, new threats, emergencies.

9.      Rate of returns expected on your investment pre / post retirement.

10.  Lavish expenditure / lifestyle change / EMIs leaving little room for savings – dilemma as house also provides security in retirement and saves on rent later on and leaves a legacy.

 Start - SBI Retirement Benefit Fund Online


 



 

 

 

 

PRESENTING SBI RETIREMENT BENEFIT FUND An open ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier)

Asset Allocation Auto Transfer Plan

Age based transfer to an investment plan.

Invested assets will be automatically switched to the Investment Plan of immediate lower risk as the investor crosses the maximum age associated to their current Investment Plan.

 

FREEE MUTUAL FUND ACCOUNT


Insurance benefits with SIP SIP Insure

SIP registered under this with tenure of 3 years plus, has insurance benefits wherein in case of an unfortunate event the nominee stand to get the benefits as mentioned below:

1.     Year 1: 20 times the monthly SIP installment.

2.     Year 2: 50 times the monthly SIP installment.

3.     Year 3: 100 times the monthly SIP installment.

4.     Year 4 onwards: 100 times the monthly SIP installment.

Manage your cashflows SWP (A)

Investors can opt for this facility* and withdraw their investments systematically on a Quarterly basis (applicable quarters are end of December, March, June, September). Withdrawals will be made / effected on the 25th of every month of that particular quarter and would be treated as redemptions. (*Available only in the dividend option of the scheme)

 

Fund Facts

Type of Scheme

1.        Aggressive (Equity-oriented)

2.        Aggressive Hybrid (Equity-oriented)

3.        Conservative Hybrid (Debt-oriented)

4.        Conservative (Debt-oriented)

 Start - SBI Retirement Benefit Fund Online


 

Fund Manager

1. Mr. Gaurav Mehta for the Equity portion and Mr. Dinesh Ahuja for the Fixed Income portion  

2. Mr. Mohit Jain is the dedicated fund manager for managing overseas investments

 

Benchmark Index

1.     Aggressive Plan: BSE 500 TRI

2.      Aggressive Hybrid Plan: Crisil Hybrid 35+65 -Aggressive Index

3.     Conservative Hybrid Plan: Crisil Hybrid 65+35 -Conservative Index

4.     Conservative Plan: Nifty Composite Debt Index

 

Exit Load

1.       For redemption/switch out: Nil

2.      No Exit Load in case of switch is made from one plan to another

 

Application amount

1.     5000/- and in multiples of `1 thereafter

2.     Additional Purchase: `1000/- and in multiples of `1 thereafter

 

SIP

Daily, Weekly, Monthly, Quarterly, Semi-Annual & Annual


 FREE OPEN ACCOUNT

Start - SBI Retirement Benefit Fund Online



Contact For :-  Deepak, Mob.: 9760957096, 8077581957 

E-Mail:- payal.spp@rediffmail.com


(Mutual Fund investments are subject to market risks, read all scheme related documents carefully)

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