Give your family the future they deserve.
Invest through 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.

So whether you want to plan for that secure second innings; your child's education, buy a dream house and much more, Family Solutions can help you plan for it. Invest today and "Give your family the future they deserve."

Wish to know more?

What are the key elements of Family Solutions?

1.
Family Solutions Planner
The Family Solutions Planner is available on the link give alongside and with your financial advisor. It is a software tool that processes inputs from you like goal details, expected inflation, rate of return and formulates your plan detailing the amount to invest and funds to invest that can help you reach your goal.
2.
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.
3.
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.
4.
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

In addition, your advisor would be able to provide you an update on your investment's progress towards achieving the goal as required.

How can I invest through Family Solutions?

1.
With the help of your financial advisor, use the Family Solutions Planner to make your financial plan to reach your goal
2.
Based on the output and advice from your financial advisor, fill in the Family Solutions Application form, attach the Goal Sheet (output from the planner) and along with a single cheque for your investments, submit the same at any of our offices or official points of acceptance
3.
Your goals are registered with us and a Family Solutions account is created for you. Further, you will receive a Welcome Letter and customized Account Statement reflecting the Goals and Details
4.
On a periodic basis, you can review the progress of your goals with the advisor and track the goals versus achievement

What are the benefits of Family Solutions?

Investing through Family Solutions offers a host of benefits.

  • 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
    -
    You could also track the progress of your goals through your financial advisor anytime you wish

    Invest in Franklin Templeton Family Solutions today.

    Disclaimer: Setting up the goals, planning of investment and taking informed investment decision might require professional expert advice. You are advised to consult your advisor prior to arriving at the investment decision. There is no assurance or guarantee that the goals planned for will be achieved and the same is subject to the investment performance of the schemes. Past performance of the schemes is neither an indicator nor a guarantee of future performance, and may not be considered as the basis for future investment decisions. The recommendation given above is based on the inputs provided by you regarding your anticipated rate of returns and rate of inflation, the investment goals including the target amount and investment horizon.

    Risk Factors: All investments in mutual funds and securities are subject to market risks and the NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. There can be no assurance that schemes' investment objectives will be achieved. The past performance of the mutual funds managed by the Franklin Templeton Group and its affiliates is not necessarily indicative of future performance of the schemes. The names of the schemes do not in any manner indicate the quality of the schemes, their future prospects or returns. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes. The Mutual Fund is also not assuring that it will make any dividend/bonus distributions under the dividend/bonus plans of the schemes though it has every intention of doing so. All dividend/bonus distributions are subject to the investment performance of the schemes and the payment of dividend is subject to availability and adequacy of distributable surplus. Subscription in tax saving schemes are subject to lock-in period specified in the respective scheme information document and the investor cannot redeem, transfer, assign or pledge the units during the lock-in period. The Trustee, AMC, their directors or their employees shall not be liable for any of the tax consequences that may arise, in the event that the Scheme is wound up before the completion of the lock-in period. Investors are requested to consult tax professionals for specific tax, legal and financial implications of the investment/ participation/disinvestment in the schemes. The investments made by the schemes are subject to external risks. Please read the Statement of Additional Information (SAI) and Scheme Information Document (SID) carefully before investing.

    Statutory Details: Franklin Templeton Mutual Fund in India has been set up as a trust by Templeton International Inc. (liability restricted to the seed corpus of Rs. 1 lac) with Franklin Templeton Trustee Services Pvt. Ltd. as the Trustee (Trustee under the Indian Trusts Act 1882) and with Franklin Templeton Asset Management (India) Pvt. Ltd. as the Investment Manager. The Fund offers NAVs, purchases and redemptions on all business days except during the period when there is a book closure.


    - Click here to get your personalized plan
    - Download Family Solutions Planner
    - Download Application Form
    - Download Brochure
    - Download Presentation
    Family Solutions Planner download instructions:

    1.Click on ‘Download Family Solutions Planner’ tab
    2.Open the zip file and click ‘Extract’ button in dialog box 3.Extract all files to your desktop
    4.Click on .exe file in the desktop folder created

    Note: The planner will not work unless the above steps are followed.
    This website is intended for Indian residents. If you are not an Indian resident, please visit our international websites link for assistance with products and services legally available in your jurisdiction.

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    All investments in mutual funds carry certain risks.
    Click here for Risk Factors | Disclaimer
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