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                 REGULAR SAVINGS & LUMP SUM INVESTMENTS

Regular Savings Plans

Planning for a long vacation in Thailand or your daughter's marriage? Want to buy the car of your dreams? Want to accumulate savings for an emergency? Or just want to grow your surplus savings?

Whatever be your goals for investing, a Regular Savings Plan would help you achieve all of them. All you have to do is to make a regular commitment (monthly, quarterly, half-yearly, yearly premiums) and sacrifice some of your present spending power to realize your future ambitions and dreams.

Regular Savings Plans allow a part of your money to be invested automatically across a portfolio of investment funds. They offer a high degree of security and provide the right combination of real growth potential and flexibility. You get flexibility in terms of increasing or reducing your premium amounts, stop saving for a period of time and the freedom to choose your own investment fund portfolio. If you want, you can also add a lump sum amount to your Regular Savings Plan to boost your savings.

As your Financial Adviser, we will help you to -

Choose the most suitable plan/financial institution for you from the innumerous options available.
Choose a plan whose product details and investment composition suits your financial situation, expected return and risk profile perfectly.
Choose a plan that offers the most cost-efficient charging structures and enough flexibility to suit your financial situation.
We also get the best deals for you from various financial institutions and pass on any of their timely special offers or discounts to you (check out the latest Special Offers & Discounts).

Below, we have listed a few of the Regular Savings Plans that we recommend. In case you want to discuss any of these options or desire more information, please click here to contact us. You can also write to us at Contact@TA-Asia.com . It'll be our pleasure to arrange a Free Consultation meeting for you with one of our Advisers. Alternatively, we can even discuss over the phone or via e-mail (whatever suits you).

Company Plan Product Description Fact Sheet & Fund Performance Guide Quantifying Charges See Also
Generali International Vision for Investment Vision Brochure Fact Sheet - How Vision can help you save?
Friends Provident International Premier Premier Brochure

Guide
Fact Sheet

Fund Performance Guide
Charges lower than you think What is a Mirror Fund?
Hansard International Focus Focus Brochure

Product Profile

A Closer Look
Fund Performance Guide Quantifying the Charges What does it stand for?
Hansard International Pinnacle Pinnacle Brochure

Product Profile
Fund Performance Guide Quantifying the Charges A planned future

Special Offer
Royal Skandia Managed Savings Account MSA Brochure Fund Performance & Fact Sheets - -

Lump Sum Investments

Lump Sum Investment Plans are similar to Regular Savings Plans in terms of the product profile, composition etc. The only difference being that instead of paying premiums at regular intervals you can just invest a one time lump sum amount at the beginning. Then as per your situation, you can keep on adding lump sum amounts (top ups) to your plan whenever you want.

Below, we have listed a few of the Lump Sum Investment Plans that we recommend. In case you want to discuss any of these options or desire more information, please click here to contact us. You can also write to us at Contact@TA-Asia.com . It'll be our pleasure to arrange a Free Consultation meeting for you with one of our Advisers. Alternatively, we can also discuss via phone or e-mail (whatever medium suits you).

Company Plan Minimum Investment Product Description Fact Sheet & Fund Performance Guide Quantifying Charges See Also
Generali International Choice 22,500 USD Brochure - - -
Friends Provident International Zenith 15,000 USD Zenith Brochure Fact Sheet

Fund Performance Guide
- What is a Mirror Fund?
Friends Provident International Elite Investment Account 1,00,000 USD EIA Brochure

Fund Guide
Fact Sheet

Fund Performance Guide
- What is a Mirror Fund?
Hansard International Capital Builder £10,000 Capital Builder Brochure

Product Profile
Fund Performance Guide Quantifying the Charges -
Royal Skandia Managed Capital Account 15,000 USD - Fund Performance & Fact Sheets - -
Scottish Life International Safe Combination Bond 24,000 USD SCB Brochure

Key Features
Fund Performance Guide - Safe Combination Guide

Investment Guide


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