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Dummy Portfolio Advice: Click To Edit Master Subtitle Style
Dummy Portfolio Advice: Click To Edit Master Subtitle Style
6/5/12
Client Detail
Name Ateet Mehta 35 yrs Technical lead status married income Rs.8,00,000 savings Rs. 20,000 for inventment purpose Rs 3,00,000
Age
Monthly Savings
6/5/12
View on investment
Steady
income
less
Maximum
Family
security
Sales
6/5/12
Investment advice
6/5/12
Life Insurance
Policy Sum
assured 45,00,000
of investment 20 yrs
Accidental
death leads to premium waiver and payment of sum assured to the survivor. payment of sum assured again at the time of maturity.
And
6/5/12
1.
Period Investme Average Total nt Returns Returns Amount (in %) yearly (in Rs) (in Rs) 1 years 100000 13.4 13400
2.
10.6
21200
12
36000
6/5/12
Rationale
A safe and secure investment in the above stated mutual fund will give him assured returns and safety of his savings. is the best option where he can fulfill his investment needs of low risk & higher returns. an option for a ULIP in future.
This Has
Return