Ghaisas Associates

Its always a happiest moment when rewarded for our efforts but it is a cherry on cake when you are rewarded by a stalwart of industry. Was the happiest moment for me today to get rewarded by Mr. Nilesh Shah, MD & CEO kotak mutual fund for onboarding first time investors and creating Mutual Fund Investment Awareness. Its due to the support and faith shown by my clients. Thank you very much.

📢 *How to Become Intergenerationally Rich?*

*Exclusive Webinar for Investors*

*beHAVE To Be RICH – Be Intergenerational Rich*

👤 *Speaker:* Mr. Nikhil Kamat, Vice President – Sales, DSP Mutual Fund

📅 *Date:* Sunday, 17th August

🕚 *Time:* 11:00 AM – 12:00 PM

*This webinar will help you:*

✅ Avoid common investment mistakes
✅ Understand how equity can build long-term, generational wealth
✅ Learn about the new SIP-only NFO – *Super 30 Quality Stocks*

🔗 *Zoom ID:* 844 3640 2277

👉 *Register Here:* https://us02web.zoom.us/webinar/register/WN_PB7TsuFhTt-6UVryUfeTcg

*(Please enter my name and Partner Code in the registration form)*

*Start your journey to Intergenerational Wealth!*

Regards,
*Partner Name:Smita Ghaisas*
*Partner Code:77206*

*Money Bytes* by *Ghaisas Associates*, publication for August, 2025 https://mkt.njwebnest.in/newsletter/July-2025.php?pcode=d896f8aa801da46028216ad9b6f4cc79

Client Connect 2025

*_Innovation. Collaboration. Impact._*

Join us for an exclusive client meet where *visionaries and changemakers* come together to shape the *next level of India's growth story.*

🗣️ *_Keynote Speaker: Mr. Ashish Pimpley_*

*Topic*: “Innovation : Where Ideas Grow & Wealth Flows”

🗓 *Date*: 6th July 2025, Sunday

🕒 *Time*: 11.00am

💻 *Platform*: Zoom

🔗 *Registration Link*: https://hdfcfund.zoom.us/meeting/register/MhXlQcUOSpyEc4lVEu8WlA

Let’s innovate, collaborate, and drive impactful change—together.

Regards
Smita Ghaisas

Dear Investor,

Greetings of the day!!

We have organized a very interesting session for you this Saturday, 05th July 2025!

💥 Topic 💥

Saturday School - MF SIP & SWP = Peace of Mind

💥 SPEAKER 💥

Mr. Swapnil Admane - Sr. Regional Manager - NJ Wealth

Mr. Swapnil Admane working as Senior Regional Manager at NJ Wealth, he guides the growth of South Maharashtra, nurturing financial literacy and shaping futures.His journey is one of passion—crafting not just wealth, but knowledge—empowering both distributors and investors alike.With a foundation in Chemical Engineering and the wisdom of management from MIT, Pune, Swapnil Admane has spent over 19 years mastering the art of finance.

Block your time this coming “Saturday” to know more about MF SIP & SWP = Peace of Mind.

📅 DATE & TIME 🕰️

Coming Saturday - 05th July, 2025 at 06:00 PM

📎Registration Link 📎:
https://tinyurl.com/ycs3mz58?id=2724&brcode=77206

🆕 Should You Invest in New Fund Offers (NFOs)? 🤔

Here’s what you need to know 👇

✅ Pro
🔹 New Themes: Offers exposure to new sectors or strategies (e.g., innovation, multi-factor, private banks, AAA bonds).
🔹 Diversification: Helps broaden your portfolio across styles and market caps.
🔹 Low Entry NAV: All NFOs start at ₹10 NAV – psychologically appealing.
🔹 Comparison with existing similar themes of other Fund Houses is possible.

❌ Con
🔸 No Track Record: These funds don’t have a past performance history.
🔸 Existing Alternatives: Many similar well-performing schemes already exist.
🔸 Overcrowded Themes: Some sectors like small-cap or momentum may already be overwhelmed.

*Don't invest just because it's new or buzzing.... Invest if its suits your risk appetite, goals and portfolio strategy.*

*We Recommend :*

🔵 *Bajaj FinServ Small Cap Fund*
Equity fund investing in small-cap companies with high growth potential.
Ideal For: High-risk takers aiming for long-term wealth creation.

🔴 *Kotak Nifty AAA Bond Financial Services Mar 2028 Index Fund*
Follows an index of AAA-rated bonds from financial institutions maturing in March 2028.
Ideal For: Risk Free Debt investors looking for predictable maturity.

🔴 *HDFC Innovation Fund*
Focuses on companies driving or benefiting from innovation across sectors.
Ideal For: Investors seeking futuristic, disruptive opportunities.

*Ghaisas Associates*
*9820540034/081690 23524*

Dear Investor,

We are pleased to invite you to an insightful session *today @ 6:00 PM*.

*🗣️ Topic:* "Equity – संपत्ति बढ़ाने का सही तरीका"

*🎙️ Speaker:* Mr. Misbah Baxamusa – CEO, NJ Wealth

*🔗 Registration Link:* https://livestream.njgroup.in/event/register.php?id=2688&brcode=77206

*📌 Joining Link:* https://livestream.njgroup.in/event/index.php?id=2688

This session is designed to enhance financial awareness and help you make informed investment decisions. We encourage you to share this invitation with your family and friends who could also benefit from this knowledge.

Regards,

*MONEY BYTES* by *Ghaisas Associates*, publication for june 2025

Newsletter - June 2025 The Ultimate Father's Day Gift: Financial Freedom For Him