Wealth planning made simple

Building Tomorrow’s HNIs,
Protecting Today’s.

• EQUITY
• INSURANCE
• MF | PMS | SIF
• HUF & TAX

Rising Stars

Rising Stars – Fund Objective:
This strategy invests in financially disciplined companies that demonstrate strong capital efficiency, consistent earnings growth, and increasing shareholder payouts.
It focuses on businesses with above-average Return on Equity (ROE) and Earnings growth within their sectors, using cash flow–based valuation to ensure authenticity and attractive pricing.
Additionally, it includes only companies with Positive Dividend growth — offering exposure to well-managed, efficiently run businesses available at reasonable valuations.➢ Time Horizon : 5+ YEARS
➢ Benchmark : NIFTY 500 TRI
➢ No. of stocks : 15 Stocks + 2 ETFs
➢ Min Allocation : ₹ 1,00,000

Returns	YTD	1Y	3Y	5Y	P/E	P/B	DIVIDEND
ALGO	-13.6%	-5.46%	23.5%	28.4%	24.79	4.61	1.12
SmallCap	-4.85%	-0.82%	23.42%	25.2%	45.28	5.83	0.48

Prime Leaders

Prime Leaders – Fund Objective:
This strategy invests in a select portfolio of thirty high-potential companies that exhibit strong fundamentals, consistent business momentum, and attractive valuations. The fund follows a disciplined and research-oriented framework aimed at identifying businesses with proven resilience and growth potential across market cycles.➢ Time Horizon : 5+ YEARS
➢ Benchmark : NIFTY 500 TRI
➢ No. of stocks : 30 Stocks + 2 ETFs
➢ Min Allocation : ₹ 2,00,000

Returns	YTD	1Y	3Y	5Y	P/E	P/B	DIVIDEND
ALGO	+7.6%	−16.4%	22.4%	20.0%	43.93	6.42	0.65
NIFTY	4.65%	-4.64%	12.85%	16.97%	21.76	3.37	1.35

HUF

Turn Your Family Into a Tax-Efficient Entity.A Hindu Undivided Family (HUF) is a legal entity under Indian tax law that allows a family to pool its income and assets under one umbrella.It can earn, invest, and pay taxes separately from individual members — creating one of the most underused wealth-building opportunities for Indian families.Key Benefits of an HUF

1. Earn additional ₹8,00,000 to ₹10,00,000 income tax-free each year.
2. Additional life cover for the Karta with Tax free retuns.
3. Legitimate business & travel expense claims
4. Rent, electricity, and transport bills can be paid through the HUF and deducted from Income.
5. Salaries can be paid to non-taxpaying family members i.e. Children, Parents, cousins etc.
6. GLOBAL exposure through HUF investments upto $200,000.
7. Protect Family assets from external risks of legal, personal or marital in nature.

Working of HUF

Sample Calculation for a Family of 3

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Insurance

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🔰 The 3 Most Important Insurances You Must Have:Before thinking of investments, the foundation of your financial life must be protection.
These three insurances are non-negotiable for every family:1️⃣ Life Insurance (Term Plan)Your income is the backbone of your family.
A term plan ensures that even if something happens to you, your family never struggles financially. It is the lowest-cost, highest-benefit insurance product available.
Pure protection — no returns, no complications.2️⃣ Health InsuranceOne hospitalisation can destroy years of savings. Medical inflation in India is rising at 12–14% every year, and relying only on company health cover is risky. A proper personal health insurance policy protects both your health and wealth.3️⃣ Mandatory / Third-Party InsurancesWhether it's vehicle insurance, liability insurance, or coverage for your profession — negligence towards mandatory insurance can result in legal penalties and unnecessary financial losses. Every responsible citizen must comply and stay protected.

🧭 Why take Insurance Advisory From Notepad Investing?We are not agents. We are Insurance Brokers — that means we represent YOU, not the insurance companies.🔹 What Makes Us Different?✔ Customer-First Approach
✔ Extreme Transparency in Product Advisory
✔ No commission charged to clients
✔ We compare across multiple insurers before recommending
✔ We act as your claim support partner — not just policy seller