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MUTUAL FUNDS : CHOICES GALOREMr. Mani, Ms. Asha, Mr. Raghu <strong>and</strong> Mr. Anuj are ready toinvest different amounts of money. They also have differentneeds. so they decide to consult Mr. Viz, an investment advisor.Mr. Mani: I have about one lakh to invest. But is it absolutelysafe to invest in mutual funds?Ms. Asha: I have about a lakh to invest. But will I have enoughliquidity if I invest in mutual funds? Can I get the money backwhen I need it?Mr. Raghu: I have about a lakh to invest. But can I get aregular income from mutual fund?Mr. Anuj: But what about me? I do not have that big a sumreadily with me, but can invest a small amount regularly --a few hundreds, or so - every month. Can I get the benefitof mutual funds?Mr. Viz: Perhaps, I can not say 'yes' to Mr. Mani. But, mutualfunds can meet the need of everyone of these persons.TYPES OF MUTUAL FUNDSEquity mutual funds(also known as growth funds): _________________________________________________________________________________Debt funds: ___________________________________________________________________________________________________Balanced funds: ___________________________________________________________________________________________________Tax Saving Funds: ____________________________________________________________________________________________70
Open-ended Funds: ____________________________________________________________________________________________Close-ended Funds: _____________________________________________________________________________________________Growth Plans: __________________________________________________________________________________________________Dividend Plan: _________________________________________________________________________________________________Systematic Withdrawal Plan (SWP): _________________________________________________________________________________Systematic Investment Plan (SIP): ______________________________________________________________________________________Can you choose the right type of mutual fund for Mr. Mani,Ms. Asha, Mr. Raghu, <strong>and</strong> Mr. Anuj?Mr. Mani: ________________________________________________Ms. Asha: ________________________________________________Mr. Raghu: ________________________________________________Mr. Anuj: __________________________________________________71
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SESSION IMONEY MATTERS: SMART GOALS
Page 9 and 10:
Reworking required in Sachin's budg
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QRIOSITYTheory-WiseDeficit: Deficit
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Theory-WiseOpportunity cost: Opport
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Space for working out the Verma fam
Page 18 and 19: QRIOSITYA Lemony surpriseOnce upon
Page 20 and 21: 2. Live it up!!!!What do you think
Page 22 and 23: PLACE TO BANK ON!!!Bunty has got hi
Page 24 and 25: oard, 2 ashrafis for the second, 4
Page 26 and 27: THE GUITAR FEVERDarius is 13 and ha
Page 28 and 29: Notes:_____________________________
Page 30 and 31: Q-RIOSITYThis is also a Bank, but c
Page 32 and 33: Payee: ____________________________
Page 34 and 35: Manager: Good morning. What kind of
Page 36 and 37: How to open a Savings Bank Account
Page 38 and 39: A BIRD’S EYE VIEW OF A COMMERCIAL
Page 40 and 41: SECRET PIN (Sample Copy)42
Page 42 and 43: DEMAND DRAFT REQUISITION FORM (Samp
Page 44 and 45: Can you guess what this is?________
Page 46 and 47: SMART PREVIEWStock MarketStock Exch
Page 48 and 49: QRIOSITYCan you identify this build
Page 50 and 51: Now, answer the following questions
Page 52 and 53: Theory-WiseSecurities are financial
Page 54 and 55: 10. Sensex:________________________
Page 56 and 57: 16. Demat Account:_________________
Page 58 and 59: Group: ____________________________
Page 60 and 61: N. Gas: ___________________________
Page 62 and 63: SMART PREVIEWMutual fundsInvesting
Page 64 and 65: QRIOSITYThe triangle of investmentl
Page 66 and 67: And ultimately they decided to call
Page 70 and 71: EUREKA'S SOLUTIONSMr. Eureka, the f
Page 72 and 73: Mr. Eureka’s assistant explains:_
Page 74 and 75: 7. Mr. Roshan Vesuwala: About 30 ye
Page 76 and 77: freelance fashion designer. Mr. Vis
Page 78 and 79: SMART PREVIEWIn the next class we s
Page 80 and 81: Q-RIOSITY“One that goes a - borro
Page 82 and 83: COST OF BORROWINGFollowing are thre
Page 84 and 85: What is Reducing Balance Method of
Page 86 and 87: 5. Keep a list of all your card num
Page 88 and 89: • Personal Loan• Education Loan
Page 90 and 91: QRIOSITYRead the following statemen
Page 92 and 93: Sunny’s Need/Want Analysis and Sa
Page 94 and 95: What do you think is the solution t
Page 96 and 97: What can you say from the above tab
Page 98 and 99: Will Sunny be able to repay his loa
Page 100 and 101: 3. Market regulators and institutio
Page 102 and 103: tivities and help them understand o
Page 104 and 105: ACTIVITY 3Advantage Maxima!! - The
Page 106 and 107: What is delayed gratification?With
Page 108 and 109: ones instant gratification. Provide
Page 110 and 111: SESSION 3INVESTMENT : NURTURING THE
Page 112 and 113: INVESTMENT MANTRAS:Money grows with
Page 114 and 115: SESSION 4BASICS OF BANKINGDear Pare
Page 116 and 117: SESSION 5STALKING THE STOCKSDear Pa
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A SHARED FAMILY ACTIVITYWhether you
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ACTIVITY 2Here is a summary of the
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SESSION 6INVESTMENTS : THE WIDER SP
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ACTIVITY 2Here is a table, which wh
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SESSION 7BEYOND SAVINGS : BORROWING
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SESSION 8THE FINAL COUNTDOWNDear Pa
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ACTIVITY 1The entire family must si
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• The long-term maturity will all
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ACTIVITY 3A few Points to ponder wi
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TABLE 2Prioritize the factors that
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ACTIVITY 3MINI QUIZ1. The interest
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Money maxims
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Smart Money FundaeAs children why s
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Smart Money FundaeRequirements for
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Smart Money Glossary Crossing: 'Two
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Smart Money TipsTips for saving:•
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Smart Money TipsYou can earn too!!
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Smart Money Glossary Bull: The term
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Smart Money Glossary Company Fixed
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Smart Money Glossary Mutual Fund: A
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Smart Money Glossary Debt Fund: A m
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Smart Money Glossary Pure risk or T
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www.rediff.com/getahead/money.htmlw
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Credit Card Terms:1. Total Amount D
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3. Banks are guided by Reserve Bank
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