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Investor Presentation

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Investment Objective

To provide clients with seamless access to equity markets through reliable trading platforms, enabling informed investment decisions and facilitating wealth creation over the long term.

Factsheet

Investment Theme

i4Investments offers comprehensive stock broking services as a registered sub-broker with NSE and BSE. Whether you’re a long-term investor or an active trader, our platforms are designed to cater to your specific needs, providing tools and insights to navigate the stock market effectively.

Types of Mutual Funds

  • Demat Account Services: Secure and efficient handling of your securities in electronic form.

  • Trading Platforms: User-friendly interfaces for executing trades in equities and derivatives.

  • Market Research: Access to timely market analysis and stock recommendations.

  • Portfolio Management: Assistance in building and managing a diversified investment portfolio.

  • Customer Support: Dedicated support team to address your queries and provide assistance.

Benefits of Investing in Mutual Funds

  • Regulatory Compliance: Registered sub-broker with NSE and BSE, ensuring adherence to industry standards.

  • Expertise: Over a decade of experience in stock market operations and client servicing.

  • Personalized Services: Tailored investment strategies to align with your financial goals.

  • Educational Initiatives: Programs like the Pro-Investor Program to enhance investor knowledge.

Market Capitalization

Large Cap
0 %
Mid Cap
0 %
Small Cap
0 %
Cash & ETF
0 %

Sector wise allocation

Performance Chart

Performance Data is as on March 31, 2025. | Figures are inclusive of Fees, Taxes and other charges. | Returns have been calculated using Time Weighted Rate of Return method (TWRR) as prescribed by the SEBI. | Past performance does not guarantee future returns. | Above performance data is not verified by SEBI | SEBI Reg No: INP000006758.

Mutual Fund details

Minimum Investment

As low as ₹500 (via SIP)

Modes of Investment

SIP & Lumpsum

Regulation

SEBI Registered Schemes

Risk Levels

Varies from Low to High based on fund type

Lock-in Period

Only in ELSS – 3 Years

Meet the Visionary Behind i4Investment Planners

Mr. Mahesh Chavan

Co-Founder, i4Investment Planners Pvt. Ltd.

Fees Structure

Option 1 - Fixed Fees

2% Fixed Management Fees on
Average Net Asset Value

Option 2 - Hybrid Fee Model

Fixed Fees at 1.00 % per annum on AUM and 10% Profit sharing above the Hurdle Rate of 10% on every anniversary date subject to High Water Mark.

Customized Fee Structure.

Fees Calculator & Illustration

Custodian & Auditor

Custodian

Orbis Financial Corporation Ltd.

Auditor

SecMark Consultancy Ltd.