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    1 Fixed Deposit Large Cap Shares 2 Post Office MIP Mutual Funds - Balanced

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    Rahul Koul
    The document provides allocation details across various investment options including GOI Bonds, Bank FDs, SCSS, Post Office MIS, Mutual Funds Balanced, Equity Shares, Gold and Health Insurance. It shows the percentage and amount allocated to each, their expected annual returns, tax treatment and risk levels. Bank FDs have the highest allocation of 25% followed by SCSS at 14% and Equity Shares and Mutual Funds Balanced each at 10%. GOI Bonds and Post Office MIS offer the lowest risk while Equity Shares carry the highest.

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    1 Fixed Deposit Large Cap Shares 2 Post Office MIP Mutual Funds - Balanced

    Uploaded by

    Rahul Koul
    9 views4 pages
    The document provides allocation details across various investment options including GOI Bonds, Bank FDs, SCSS, Post Office MIS, Mutual Funds Balanced, Equity Shares, Gold and Health Insurance. It shows the percentage and amount allocated to each, their expected annual returns, tax treatment and risk levels. Bank FDs have the highest allocation of 25% followed by SCSS at 14% and Equity Shares and Mutual Funds Balanced each at 10%. GOI Bonds and Post Office MIS offer the lowest risk while Equity Shares carry the highest.

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    Wealth

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    The document provides allocation details across various investment options including GOI Bonds, Bank FDs, SCSS, Post Office MIS, Mutual Funds Balanced, Equity Shares, Gold and Health Insurance. It shows the percentage and amount allocated to each, their expected annual returns, tax treatment and risk levels. Bank FDs have the highest allocation of 25% followed by SCSS at 14% and Equity Shares and Mutual Funds Balanced each at 10%. GOI Bonds and Post Office MIS offer the lowest risk while Equity Shares carry the highest.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    9 views4 pages

    1 Fixed Deposit Large Cap Shares 2 Post Office MIP Mutual Funds - Balanced

    Uploaded by

    Rahul Koul
    The document provides allocation details across various investment options including GOI Bonds, Bank FDs, SCSS, Post Office MIS, Mutual Funds Balanced, Equity Shares, Gold and Health Insurance. It shows the percentage and amount allocated to each, their expected annual returns, tax treatment and risk levels. Bank FDs have the highest allocation of 25% followed by SCSS at 14% and Equity Shares and Mutual Funds Balanced each at 10%. GOI Bonds and Post Office MIS offer the lowest risk while Equity Shares carry the highest.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 4

    Debt 1 Fixed Deposit 2 Post Office MIP Mutual Funds _ Balanced

    Equity Large Cap shares

    Option

    Percenta ge Allocated 10 25 14

    Amount Allocated 200000 500000 280000

    RoR

    Taxability

    Risk

    Lock In eriod

    Returns

    GOI Bonds Bank FDs SCSS

    7 6.5 9

    Taxable Taxable Taxable

    Low Low Low

    6 years 7 Days to 5 years 5 years

    14000 32500 25200

    Post Office MIS Mutual Funds Balanced Gold Health Insurance

    10

    200000

    8.9

    Taxable

    Low

    6 years

    17800

    10 10 1

    200000 200000 20000

    12 10 NA

    Tax free Taxable NA Dividend Tax free and Long Term tax free

    Medium Low NA

    NA NA NA

    24000 20000 NA

    Equity Shares

    20

    400000

    15

    High

    NA

    60000

    100

    2000000

    193500

    Avg. return

    9.675

    Max. Investment No limit

    Benefits

    Absolutely Safe, reasonable return. Exempted from wealth tax Safe, can be easily broken and encashed, helpful as contingency fund

    2000000 2000000 2000000

    15 lakhs

    Safe, Regular Cash flow,reasonable return and high investment limit, No TDS

    4.5 lakhs and 9 lakhs for Absolutely safe, Mothly income, Effective return of 8.9 % which is quite high. joint account Any amount Any Amount Any Amount High returns, mix of debt. And equity Safe and universally trusted asset.

    2000000 2000000

    Inflation beater, Money Growth, Liquid asset, Do cost averaging, 2000000

    Percentage Allocated
    Health Insurance 1% Gold 10% GOI Bonds 10% Equity Shares 20%

    Bank FDs 25%

    SCSS 14% Mutual Funds Balanced Post Office MIS 10% 10%

    GOI Bonds Bank FDs SCSS Post Office MIS Mutual Funds Balanced Equity Shares

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