📄 Client Explainer PDFs
Ready-to-share 2-page explainers for the concepts your clients ask about most. Fill your firm details once — every PDF carries YOUR name, ARN and mobile at the top and bottom. Download & forward on WhatsApp.
🎨 YOUR FIRM DETAILS
Fill once · every explainer PDF stamps your firm, ARN and mobile (saved on this device · never uploaded)
📚 4 Field-tested Explainers · Ready in 2 Seconds
Each PDF is 2 pages, plain-English, mobile-perfect. Click "Download" → PDF saves with your branding baked in. Share on WhatsApp with a preset caption — client sees YOUR firm, 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 the ₹10,000/month over 20 years growth story, and answers the top 3 client questions (why not lumpsum, what if market crashes, when to stop).
Explainer 02
SWP vs DividendWhich gives better income?
The tax-efficient truth about "monthly income from mutual funds". Explains why SWP beats dividend plans on tax, when a dividend plan still makes sense, and shows the ₹1 Cr corpus scenario for a 60-year-old retiree.
Explainer 03
Old vs New Tax RegimeWhich is better for you?
A decision framework for FY 2026-27. Shows break-even points, the "deductions I claim" math, and the exact income levels where each regime wins. Ends with a simple 3-question checklist for the client.
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. Every MFD should share this.
💡 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.