📄 Client Explainer PDFs
Ready-to-share 2-page explainers for the concepts your clients ask about most. Fill your details once — every PDF carries your name, ARN, "AMFI-registered Mutual Fund Distributor" and mobile at the top and bottom. Download, then forward the file.
🎨 YOUR FIRM DETAILS
Fill once · every explainer PDF stamps your firm, ARN and mobile (saved on this device · never uploaded)
📚 3 Explainers · Ready in 2 Seconds
Each PDF is 2 pages, plain-English, mobile-perfect. Click "Download" → the PDF saves with your branding baked in — the client sees your name and ARN, not Aumsetu.
Explainer 01
What is SIP?Systematic Investment Plan · Beginner-friendly
The simplest explainer of SIP for a first-time investor. Uses the "monthly savings jar" analogy, shows a ₹10,000/month illustration at an assumed 12% a year, and answers the top 3 client questions (why not lumpsum, what if market crashes, when to stop).
Explainer 02
SWP vs IDCWTwo ways to draw income
How "monthly income from mutual funds" actually works: what an SWP does, what an IDCW payout is, and how each is taxed in general terms. Facts, no verdict.
Explainer 04
XIRR vs CAGRWhich return number is real?
A clear explainer of why "12% CAGR" and "12% XIRR" mean different things — and why XIRR is the honest number for SIP investors. Uses a 5-year SIP example to make it click.
💡 Tip: Save these as a "Client Toolkit" folder on your phone. When a client asks any of these questions on WhatsApp, hit forward on the branded PDF instead of typing a long reply. You save 10 minutes and look professional.