FOREIGN INSTITUTION

Franklin Templeton Investments

Since 1947, our business has been dedicated to providing corporate, high value retail and
customer with outstanding asset management. See what makes us our unique view on
investment. With more than 600 investment professionals in 25 nations around the world, we
are unique in seeing smart global investments that meet our stringent investment
requirements beyond the largest or most recognizable stocks within each market. We
distinguish ourselves as a true global partner by understanding local culture, companies and
economies.
They provide consumers with the strength and expertise of decades of successful asset
management. Including prudent assets management, extensive money and investment
management, and exposure to increased resources are their financial responsibility track
records at Franklin Resources, Inc. (operating as Franklin Templeton Investments). All asset
management companies ' credit ratings are among the highest. The organization was also
boosted by their determination to put customers first, to work with dignity, to create
partnerships and to deliver quality results. This customer-centred approach has earned us a
reputation as one of asset management's most trusted names.
Their multiple management structure combines specialized investment teams with different
styles to provide a wide range of investment capacity for customers. The investment teams
are embracing a global platform that involves robust regulation and effective risk
management in order to give consumers around the world access to the best products and
ideas.

Franklin Templeton India

The relationship between Franklin Templeton and India dates back over two decades as an
investor. India was established as the Templeton Asset Management India Pvt Limited in
1996, Investment in markets worldwide as part of the company's main focus. The Templeton
India Growth Fund, launched in September 1996, has flagged the mutual fund market and has
since grown steadily.
Core Values of the Company:
• Customer is at the core
• Relationship building
• Work with honesty
• Achieve quality results

EQUITY ORIENTED FUNDS:

Includes Equity Funds, Fund of Funds and Index Funds

DEBT FUNDS:
Hybrid / Solution Oriented / FoF-Domestic Funds:

There are 68 kinds of different mutual funds offered by Franklin to different kinds of
investors. Some of the major schemes are:

FRANKLIN BUILD INDIA FUND:

Infrastructure and associated fields, equity fund. This fund invests directly or indirectly in
companies involved in infrastructure activity. Structural and non-cyclical investment in the
Fund. The investment depends on companies throughout the industry. The Franklin Build
India Trust invests in infrastructure stocks and related industries. This fund is perfect for
building and investing long-term retirement assets. The ideal horizon for this fund is 5 years
or more. Suitable for Retirement Corpus, Education Corpus, Long Term Wealth creation.
FRANKLIN INDIA BLUECHIP FUND:
A diversified investment portfolio that primarily invests in large-scale shares. The Franklin
India Blue-chip Fund primarily invests in large and developed businesses. Enjoy leadership
in their respective industries with a long track record. The fund paid a dividend every year for
the past 20 years. The Franklin India Blue-chip Fund is an equity fund that makes significant
investments in large companies. This usually invests in large-cap stocks. This fund is
designed to create wealth for the long term. If your investment horizon is five years or longer,
you should consider investing in this account. Suitable for Retirement Corpus, Education
Corpus, Long-Term Wealth Creation.

FRANKLIN ASIAN EQUITY FUND:

This fund invests in long-term market capitalizations potential Asian businesses or industries
apart from Japan. This provides investors with access to a portfolio of high-quality Asian
regional companies which are well placed to benefit from the long-term growth potential.
Investing in Asian corporations and sectors (apart from Japan), the Franklin Asian equity
fund is an International Capital Fund. If you want to benefit from the long-term growth
prospects of the leading Asian firms, investment in this fund can be considered. Five years or
more is the perfect portfolio period. Suitable for retirement pool, development of long-term
capital, diversification of resources abroad.
Contact person from the company: Anant Ghanekar (Service head Ahmedabad branch)

MUTUAL FUND DISTRIBUTORS

We have contacted two mutual fund advisors which deal with various kinds of mutual funds
for their clients.
1. Advisor: Chiranjeet Mutul; Own company: Shree Sai Ram
2. Advisor: Jaimin Vandra; works for blue chip funds
Both the advisors were first oriented with well known companies and then one of them
established their own firm for assisting the investors while the another one works as an
individual for many of his clients. Their way of working is similar and their strategies is also
mostly same.
Their main way of getting the clients is by existing clients from the firms they have worked
in previously, their friends and relatives and by references of their existing clients. One of the
advisors has tie-ups with different distributors also. They attract their clients by providing
services and maintain customer relations in a more friendly than the company channel. These
advisors suggest different schemes according to the needs of their clients like retirement
schemes, etc. They keep in the mind the client’s goal and purpose and suggest accordingly.
Their commission patterns are different for different customers and schemes. But most of the
commission is trade based and AVM trails.