Wealth Leaflet - Aditya Birla Money

Meticulously shaping
Wealth Management solutions
for you!
Jewellery has always been an indispensible part of India's culture. The
craftsmanship behind every single piece, the deep sense of aesthetics, the
eye for detail and passion for perfection have all helped sculpt the many
beautiful jewels of India.
The art involves meticulously selecting a combination of precious stones that
are in harmony with the chosen metal. Once the distinct elements are chosen, they are
painstakingly placed to create symmetry of rhythm that will complement the
individuals who will one day call it their own. The craftsmen then thoroughly polish each
setting to bring out its exceptional radiance.
It is this craftsmanship and dexterity, refined over the years that make Indian jewellery
so unique. At Aditya Birla Money Wealth Management, our team of professionals are like
these craftsmen, ensuring that your portfolio is as distinct as you and your financial
goals. We craft a sublime creation that is just the perfect fit for you.
Aditya Birla Money Wealth Management
Some might say investing is a science, one that follows a fixed discipline, with defined
principles and rules. But calculations and numbers will only take you to a certain point.
Beyond that, it's the expertise that counts.
Picking the right investments, identifying growth opportunities and correctly managing
your exposure to different asset classes, requires immense skill and a strong sense of
discipline. For us at Aditya Birla Money Wealth Management, creating an optimum
portfolio is a skill that we have polished over the years. Based on your goals and
expectations, we offer you an expert panel of professionals who help mould sound
investment strategies. We help translate your financial dreams into monetary reality by
carefully crafting portfolios that are centered on you getting the most out of your
investments.
With Aditya Birla Money Wealth Management, you have a dedicated advisor who not
only strives to help you meet your financial goals but also exceeds your expectations at
every step.
Since our inception, We have built a platform that produces high quality outcomes. Our
mission is to deliver excellent advice, driven by the relationships we forge with our
clients. We take pride in our intensely personalised, prompt and hands-on service.
At Aditya Birla Money Wealth Management, we offer you sound investment strategies and financial
expertise to craft a portfolio that perfectly suits your financial dreams and requirements.
Our range of offerings
We provide you with new investment opportunities and solutions which allow you to
choose from a broad spectrum of financial products. With Aditya Birla Money Wealth
Management, you will have access to the most viable wealth management products and
solutions. With a well-planned wealth consolidation strategy, we ensure a lasting legacy
for you and your loved ones.
Traditional investment solutions
Financial planning solutions
• Debt
- Fixed deposits and bonds
- Fixed maturity plans
- Debt mutual funds
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• Equities
- Direct equity and equity
mutual funds
- Portfolio management products
- Stocks and derivatives
• Commodities
- Commodities trading
Financing support solutions
• Loan against securities
- Loan against shares
- Loan against AAA bonds
• Loan against property
• IPO financing
• Line of credit against securities
Retirement planning
Survivor care planning
Loan counselling
Healthcare planning
Tax planning
Alternate solutions
• Structured products
- Equity/Commodities linked
debentures
• Real estate
- Commercial/Residential
investment offerings
- Real estate funds
- Real estate advisory services
• Private equity
- Venture fund offerings from leading
private equity funds/players
Through a consolidated strategy, we offer you investment solutions and opportunities across
varied financial products.
Contact Information
Corporate Office: One Indiabulls Center, Tower 1, 14th Floor, Jupiter Mills Compound, 841 Senapati Bapat Marg, Elphinstone
Road, Mumbai - 400 013. Tel: 022-43567000. www.adityabirlamoney.com CIN NO.: U61190GJ1997PLC062406
(a) The information contained herein is meant solely for the selected recipient to whom it has been specifically made available to by
Aditya Birla Money Mart Limited (ABMML). (b) The information contained in this document is for general information purposes only and
nothing in this document constitute as an offer to buy or sell or solicitation to buy / sell any securities. This document is not intended for
distribution in countries where distribution of such material is subject to any licensing, registration or other legal requirements. No part
of this document must be altered, transmitted, copied or distributed to any other person or to the media or reproduced in any form,
without prior written consent of ABMML. (c) ABMML is engaged in providing execution and distribution services for third party financial
products, the services offered by ABMML are purely recommendatory, non-exclusive and non-binding in nature. The services do not
assure returns for attainment of any investment objectives and neither is there an assurance that the investment objectives will be
achieved as the same is subject to performance of the mutual fund schemes, securities and forces affecting the securities market.
(d) ABMML does not accept funds from the customers for management. The Services provided by ABMML are non–binding in nature and
it will not in any way mean and be construed that ABMML or any of its employees or associates having been in any way involved in your
decision making process. The investment decision, if any, will be taken by you in your sole and absolute discretion. The services therefore
cannot be in any manner termed or construed as management of your portfolio. ABMML shall not be held responsible in any manner
whatsoever for the consequences resulting from you taking the decision based on our research. You may therefore obtain your own
Legal, tax and financial advice before making a decision. (e) All investments in mutual funds, securities, commodities, currency derivates
and other financial products are subject to market risks, and therefore all scheme related documents, Information Memorandum,
product literature, sales brochure must be read carefully before making an investment decision. ABMML or any of its employees, cannot
be held liable for any direct or indirect damages or loss; if any, resulting out of your investment decision. (f) The information, opinion,
views contained in this document are as per prevailing conditions and are of the date appearing on this material only and are subject to
change. No reliance may be placed for any purpose whatsoever on the information contained in this document or on its completeness.
Neither ABMML nor any person connected with it accepts any liability or loss arising from the use of this material. The information set
out herein may be subject to updating, completion, revision, verification and amendment and such information may change materially
including regulatory changes / notifications. (g) Nothing in this document is intended to constitute legal, tax or investment advice, or an
opinion regarding the appropriateness of any investment, or a solicitation of any type. The contents in this document are intended for
general information purposes only. (h) Tax benefits, if any, are as per the Income Tax Act, 1961, and are subject to change from time to
time. (i) ABMML inter-alia being engaged in the distribution of third party financial products may receive fees / commission from the
issuers of these products. (j) Wealth Management, distribution of FDs, Bonds, structured products, portfolio management products Real
Estate Property Services and Mutual Fund Distribution (ARN 0003) is through Aditya Birla Money Mart Limited (ABMML). Securities
Broking is through Aditya Birla Money Limited (ABML) and Commodity Broking is through Aditya Birla Commodities Broking Limited
(ABCBL), ABMML is an authorised person of ABML and ABCBL, which are their group companies. Home Loan, Loan Against Property, Loan
Against Shares & Lease Rental Discounting are available through third party service providers like Banks or Non Banking Financial
Company (NBFC) as per their terms and conditions.
All information is as on 31 Aug. 2012.