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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. |
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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. |
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| 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. |
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| 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. |
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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 |
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| 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 |
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| 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 |
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| 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 |
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The Family Solutions Planner
helps you plan for your life goals in a simple yet organized
way |
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The plan is customized to your needs |
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It saves you the trouble
of choosing from 100s of funds with varied objectives |
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| It's easy to invest
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You fill up a single form
for all your goals and pay through a single cheque |
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| It's easy to monitor |
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Your customized account
statement gives you the details of your goals, the schemes
invested in and the value of the investments |
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You could also track the
progress of your goals through your financial advisor anytime
you wish |
Invest in Franklin Templeton
Family Solutions today.
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| 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. |
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