ABL Asset Management Company Limited

ABL AMC Financial Planner

ABL AMC Financial Planner



Introduction

Objective based investing gives direction to an investment. It is a structured, well thought out process for investing, where you know the exact purpose behind investing. Simply by making consistent, periodic payments in the plan of your choice, you can reap the benefits of long term investing. Also, your money is easily accessible and you can withdraw your savings anytime.

ABL Asset Management Company Financial Planner is an administrative plan based on existing ABL Income Fund and ABL Stock Fund. This is a perfect planning tool for your life stage goals in a systematic and disciplined manner. With ease of regular investments and choice of allocation in accordance to your risk appetite, you are also entitled for free life and hospitalization insurance to give you the additional peace of mind.

Investment Objective

The investment objective of the plan is to generate long term growth on savings and provide a lump sum amount to investors at the time of redemption. Periodic payments will help the investor to average out the planned assets and instill a disciplined approach to investing.

ABL Asset Management Company Financial Planner will help investors in building up their savings for meeting future financial goals as given below:

  • Child Marriage Planning
  • Child Education Planning
  • Hajj Planning
  • Home Builder
  • Vacations

ABL Asset Management Company Financial Planner is segregated into three sub-plans i.e.

  • Sahara- Moderate Plan
  • Taraqqi- Dynamic Plan
  • Khushali- Aggressive Plan
 
  Asset Allocation Investment Horizon Risk/Return Potential
  ABL IF ABL SF    
SAHARA- Moderate Plan 80% 20% < 2 Years Low
TARAQQI- Dynamic Plan 60% 40% 3-5 Years Moderate
KHUSHHALI- Aggressive Plan 30% 70% >5 Years High

Key Features & Benefits

  • Ensure the necessary funds for a long term financial goal
  • Have higher growth potential on your investment amount by
    • Power of Compounding
    • Rupee Cost Averaging
  • Get insurance protection on your investment which provides you a financial cover against the uncertainties of life.
  • Minimum initial investment amount- Rs. 25,000; Subsequent investments Rs. 1,000 only*
  • Free Life / Accidental/medical Insurance Coverage
  • Front-end Load: Up to 5%
  • Back-end Load: 2% if redeemed within 6 months
  • Encashment: Dispatched within 6 Business Days
  • Processing charges up to 0.5% (on switching of plans)

*The present minimum application amount is Rs. 1,000/-. Units of ABL IF and ABL SF (including fractions thereof) shall be issued against the amount received from the Unit Holder in accordance with the terms of the Offering Documents of ABL IF and ABL SF. The Management Company may alter the minimum application amount from time to time and announce it on its website.

 

Insurance Coverage Benefit

Investment Amount Incase of Natural Death Sum Assured Incase of Accidental Death Sum Assured Accidental Medical Reimbursement Sum Assured
Below Rs. 200,000 None None None
At least Rs. 200,000 but less than Rs. 400,000 250,000 1,000,000 25,000
At least Rs. 400,000 but less than Rs. 600,000 500,000 2,000,000 50,000
At least Rs. 600,000 but less than Rs. 800,000 750,000 3,000,000 75,000
At least Rs. 800,000 to Rs. 1,000,000 1,000,000 4,000,000 100,000
Rs. 1,000,000 or more 1,500,000 5,000,000 125,000

Product Suitability

  • To achieve certain financial objectives over medium to long-term
  • Risk and return potential Low- Medium .

*Investors are encouraged to consult their Investment advisor prior to investing in the product.

Discover how you can maximize your investment growth potential by using our investment growth calculator

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