Friday, May 20, 2011

FAMILY SOLUTIONS BY FRANKLIN TEMPLETON INDIA MUTUAL FUND

FAMILY SOLUTIONS:

Franklin Templeton Family Solutions is a unique investment solution brought to you by Franklin Templeton Mutual Fund that can help you plan your life goals like Retirement, Child's Future and Wealth Builder.

What are the key elements of Family Solutions?

1.
Goal Sheet
The Goal Sheet contains the output of your personalized Family                                                                                                                                                  Solutions plan to help you achieve your goals. This is to be submitted with the duly filled-up Family Solutions Application form.
2.
Application Form and Single Cheque
There is a Family Solutions Application form designed to capture your goal details in addition to other relevant information. Using the form, you can choose to invest either through a lump sum or in small monthly sums through the Systematic Investment Plan. What's more, for your convenience, you just need to submit one cheque for all goals and all funds within each goal.
3.
Goal Tracking via Family Solutions Account Statement
Your customized account statement will reflect the goals and goal details for which you have invested as well as the funds that are part of the goal. This will help you track the value of your investments and the progress towards achieving the goal.
 
What are the benefits of Family Solutions?


  • It's easy to plan


  • -
    The Family Solutions Planner helps you plan for your life goals in  a simple yet organized way

    - The plan is customized to your needs

    -
    It saves you the trouble of choosing from 100s of funds with varied objectives

  • It's easy to invest


  • -
    You fill up a single form for all your goals and pay through a single cheque

  • It's easy to monitor


  • - Your customized account statement gives you the details of your                                                                                                                                                        goals, the schemes invested in and the value of the investments
     
     




    1 comment:

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