MonePlan Investory

20/10/2025

🌟 𝗦𝘁𝗶𝗹𝗹 𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗜𝘀 𝗢𝗻𝗹𝘆 𝗳𝗼𝗿 𝗬𝗼𝘂𝗿 𝟲𝟬'𝘀? 𝗧𝗵𝗶𝗻𝗸 𝗔𝗴𝗮𝗶𝗻.

✴ For decades, we’ve grown up believing that retirement begins at 60 — a distant milestone where life finally slows down. But times have changed. Across India & the world, thousands of individuals are retiring early — not because they got lucky, but because they planned smart.

✴ Early retirement is not about quitting work, it’s about gaining freedom — the freedom to choose what to do with your time, pursue passions, or simply live life on your own terms. The secret? Starting early & staying consistent.

✴ Systematic Investment Plans (SIP's) in Mutual Funds, diversified asset allocation & disciplined saving habits can turn modest monthly investments into powerful wealth engines. The earlier you begin, the stronger compounding works in your favour.

✴ Remember — Financial Independence isn’t about age; it’s about readiness. The people retiring in their 40's & 50's today didn’t wait for the “right time.” They created it.

✴ So, don’t let the old mindset hold you back. Take control of your future now. Your dream retirement — be it travelling the world, building a business, or living peacefully — can start when you decide to plan for it today.

✨ 𝗦𝘁𝗮𝗿𝘁 𝗡𝗼𝘄 | 𝗜𝗻𝘃𝗲𝘀𝘁 𝗦𝗺𝗮𝗿𝘁 | 𝗥𝗲𝘁𝗶𝗿𝗲 𝗙𝗿𝗲𝗲.

Rajesh Nair | MonePlan – IIFL Capital Franchise Partner
📞 7506265365 | ✉ [email protected]

31/07/2025

✨ SIPs aren’t a trick — they’re a timeless habit.
✨ Start today, stay invested & let discipline create the wealth you dream of tomorrow.
🥇 Consistency beats timing, patience beats panic. 📈💪
✨ Start your SIP journey now — because your 🤩future deserves commitment, not shortcuts!💰

💡💰🌟

📞 Contact us today for more info or details & Start building your Wealth!
☎️ 7506265365 or 9422082313 | 📧 [email protected]
Updates from MonePlan Investory Team

23/02/2025

𝗦𝗺𝗮𝗿𝘁 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗦𝘁𝗮𝗿𝘁𝘀 𝗡𝗼𝘄 – 𝗢𝗽𝗲𝗻 𝗬𝗼𝘂𝗿 𝗧𝗿𝗮𝗱𝗶𝗻𝗴 𝗔/𝗰 𝗧𝗼𝗱𝗮𝘆!
Dear All,
Stock markets are down but showing signs of recovery—this is the perfect time to start your trading account & invest at lower valuations for long-term gains.

Don’t miss this opportunity to position yourself ahead of the uptrend. Let’s get started today!

Contact us now to open your account & make the most of the market recovery.

Best Regards,
𝗥𝗮𝗷𝗲𝘀𝗵 𝗡𝗮𝗶𝗿 @ 𝗠𝗼𝗻𝗲𝗣𝗹𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘆
𝗠𝗼𝗯. 𝟳𝟱𝟬𝟲𝟮𝟲𝟱𝟯𝟲𝟱 | 𝗘𝗠𝗮𝗶𝗹 𝗿𝗮𝗷𝗲𝘀𝗵𝗻𝗮𝗶𝗿𝟳𝟮@𝗴𝗺𝗮𝗶𝗹.𝗰𝗼𝗺

24/01/2025

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
MonePlan Learning Series | Benefits of taking loans against Mutual Funds
◖If you need funds urgently, don't redeem your Mutual Fund units.
◖One option that can help you in your need is taking a Loan against Mutual Fund investments.
Here is more about this funding option.
1. Understanding Loans against Mutual Funds (LAMF) | It is a loan where Mutual Fund units are pledged as collateral. The borrower continues to earn returns on the pledged units while gaining access to funds. This facility is offered by Banks & Non Banking Financial Companies (NBFC's).
2. It is important to note that not all Mutual Fund schemes are eligible for LAMF.
3. Banks & NBFC's have lists of Mutual Fund schemes that will be accepted as collateral.
4. Once you avail of the loan on securities, pledged shares or Mutual Fund units are under lien.
5. You can't take any trade or sell calls until you repay the loan.

Benefits of taking loans against Mutual Funds
1. Retain investment growth potential | By opting for a loan instead of redeeming your mutual fund units, you can continue to benefit from potential market appreciation & compound growth.
2. Lower interest rates | Compared to unsecured personal loans, LAMFs have lower interest rates due to the collateral.
3. Quick & easy process | The approval & disbursement process is faster than traditional loans, as the lender already has a clear picture of the collateral value.
4. Many lenders offer flexible repayment terms, allowing borrowers to align repayments with their cash flow.
5. Most lenders allow borrowers to repay LAMF's early without additional costs.

📞 Contact us today for more info & Start building your Wealth!
☎ 7506265365 or 9422082313
📧 [email protected]
MonePlan Investory Team

08/12/2024

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
🔊 Issuer Company | IIFL Home Finance Limited
🔊 Issue Opens on 6th Dec & Closed on 19th Dec 2024
🔊 Issue Size | ₹ 500 Crs (Base Issue Size ₹ 100 Crs with Green shoes option of ₹ 400 Crs)
🗣 Type of Instrument | Secured
🗣 Rating: "CRISIL AA/Stable" & “IND AA/ Stable’’
🗣 Coupon - Monthly Interest Payout Option | 36 Months – 8.65% p.a. | 60 Months – 8.90% p.a.
🗣 Coupon - Annual Interest Payout Option | 24 Months – 8.85% p.a | 36 Months – 9.00% p.a | 60 Months – 9.25% p.a. | 84 Months– – 9.25% p.a.
🗣 Yield - Cumulative Option | 24 Months – 8.85% p.a. | 36 Months – 9.00% p.a. | 60 Months – 9.25% p.a.
🗣 Investment Requirements | Minimum Investment: ₹ 10,000 (10 NCD's of ₹ 1,000 each) & in multiple of ₹ 1,000 each thereafter in Demat Mode.
🗣 Listing | NCDs will be listed on BSE & NSE

📞 Contact us today for more info & Start building your Wealth!
☎ 7506265365 or 9422082313
📧 [email protected]
Team MonePlan Investory

10/10/2024

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
🔊 Issuer Company : UGRO Capital Limited
🔊 Issue Opens on: Thursday, October 10, 2024 ,
🔊 Issue Closes on: Wednesday, October 23, 2024
🔊 Issue Size : ₹ 200 Crs (Base Issue Size ₹ 100 Crs with green shoes option of ₹ 100 Crs)

◖ Type of Instrument : Secured
◖ Rating : *IND A+/STABLE
◖Coupon - Monthly Interest Payout Option:
◖18 Months – 10.15%
◖24 Months – 10.25%
◖30 Months – 10.40%
◖ Listing - The NCDs are proposed to be listed on BSE & NSE

📞 Contact us today for more info & Start building your Wealth!
☎️ 7506265365 or 9422082313
📧 [email protected]
Team MonePlan Investory

02/10/2024

Gandhi Jayanti | Lessons for Investors
On Gandhi Jayanti, we celebrate the values of perseverance, discipline & patience—qualities Mahatma Gandhiji embodied throughout his life. Just as Gandhiji believed in steady, persistent efforts toward freedom, successful investing requires long-term vision & consistent action.

In the stock market, patience often yields the best returns. Like Gandhi's belief in slow but meaningful progress, investors too must trust the process, remain disciplined & avoid chasing short-term gains. Remember, true wealth is built with patience, resilience & a clear purpose.

On this day, let us reflect on Gandhi's principles & apply them to our investment journey.

Stay focused, stay grounded & let your investments grow steadily over time.

Happy Gandhi Jayanti to all Investors from MonePlan Investory!

15/09/2024

Onam is here to bring joy & prosperity | Celebrate this wonderful festival with a heart full of love & gratitude.
Wishing you a delightful & blessed Onam!

17/08/2024

15/08/2024

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Freedom is something you have to fight for. We’ve tried so hard to earn it, so let’s celebrate the fact that we are still have our freedom. Never let go of it & always carry it in your heart.
Happy Independence Day!.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Freedom is something you have to fight for. We’ve tried so hard to earn it, so let’s celebrate the fact that we are still have our freedom. Never let go of it & always carry it in your heart.
Happy Independence Day!

14/08/2024

.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
📣 NFO | Nippon India Nifty 500 Equal Weight Index Fund
📣 NFO Period | Opens on August 21, 2024 & Closes on September 04, 2024
✔ Benchmark: Nifty 500 Equal Weight TRI
✔ Load Structure: Exit Load – NIL
Investment Rationale
✔ Nifty 500 Universe | Contains all 500 companies of the Nifty 500 Index universe
✔ Diversification | Enhances the overall performance of a portfolio by giving equal importance to each constituent, promoting diversification & reducing concentration risk
✔ Reduced Risk | Elimination of non-systematic risks like stock picking and portfolio manager selection, via investing in the Nifty 500 Equal Weight Index stocks
✔ Opportunity | Will also allow non demat account holders to seek exposure to stocks from Nifty 500 via investing in Nippon India Nifty 500 Equal Weight Index Fund
✔ SIP Investments | Investors can avail the benefit of Systematic Investment Plan (SIP)
✔ Low Cost | Exposure to the basket of 500 companies via low cost index fund

📞 Contact us today for more info on ICICI Freedom Plan & Start building your Wealth!
☎ 7506265365 or 9422082313
📧 [email protected]
MonePlan Investory Team