WEALTH MANAGEMENT REPORT

Submitted By:
Nandita Singh Rini Sinha Namita

WEALTH MANAGEMENT PLAN

Wealth management as an investment advisory discipline

incorporates financial planning, investment portfolio management

A number of aggregated financial services. High net worth individuals (HNWIs), small-business owners

and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinateretail banking, estate planning, legal resources, tax professionals and investment management. and tax-favored treatment of long-term investors.

Money managers who work to enhance the income, growth

Types of Investment
Lending Ownership

Cash & Cash equivalents

Money market funds

Short Term Goals

Liquidity
Risk Free Returns

Capital Preservation
Day to Day Expenditure

Save for Child

Balanced Portfolio

1YR
INDEX FUND MUTUAL MUTUAL FUND- FUNDEQUITY DEBT MUTUAL FUNDGILT FUNDS LIQUID FUNDS SAVINGS/ MONEY THEMATIC REAL BANK COMMODITIES RETIRERECURRING MARKET SCHEMES ESTATE FD / DERIVATIVES MENT PLAN DEPOSIT INSTRMENT

S a l a FUND r NAME i e d

Birla Sun ICICI Life Prudentia HDFC Gilt Frontline l Income Fund S&P BSE Equity Plan - Long Term SENSEX Fund Regular Plan Regular Plan Growth Plan Growth Growth

HDFC MidHDFC Cap Liquid Opportunit Fund ies Fund Growth Growth

ICICI ICICI BANK BANK

Baroda Pioneer Liquid Fund

Crudeoil

HDFC Life Pension Super Plus

RETURN 15.80%

19%

12.20%

11.50%

13.50%

14.50%

10%

9.75%

4%

8.90%

3%

8%

Medium Term Goals

Capital Growth
High Returns Ready to Take Risk for higher Returns Investment in Real Estate Childs Education

3YRS
INDEX FUND

MUTUAL MUTUAL MUTUAL SAVINGS/ LIQUID THEMATIC REAL BANK MONEY COMMODITIES/ FUNDFUND- FUND- GILT RECURRING FUNDS SCHEMES ESTATE FD MARKET DERIVATIVES EQUITY DEBT FUNDS DEPOSIT

RETIREMENT PLAN

S a l a FUND r NAME i e d

CNX NIFTY Index

IDFC Super DSP ICICI ICICI Saver ICICI BlackRock Prudential Prudential Income Prudenti Equity Gilt Discovery Fund al Liquid Fund Investment Fund Investmen Plan Regular - Regular Regular t Plan Retail Plan Plan Plan Regular Growth Growth Growth Growth Plan Growth

HDFC BANK

HDFC BANK

IDFC Cash Fund

Gold

Birla Sunlife Classic Life Plan

RETURN

12%

14%

9.80%

9%

14.50%

15%

15%

10.25%

5%

9.20%

5%

8.50%

LONG TERM GOALS- 5YRS

INDEX FUND

MUTUAL MUTUAL FUNDFUNDEQUITY DEBT

MUTUAL FUNDGILT FUNDS

COMMODI SAVINGS/ LIQUID THEMATIC REAL BANK MONEY TIES/ RETIREME RECURRING FUNDS SCHEMES ESTATE FD MARKET DERIVATIVE NT PLAN DEPOSIT S

FUND NAME

S&P BSE 200

Franklin I-SEC India Prima CRISIL Crisil Composite Plus - CompBex LiquiFex Gilt Index Growth

Franklin India Prima Fund Growth

YES YES BANK BANK

UTI Liquid Cash (Inst) (G)

Gold

HDFC Life Pension Super Plus

RETURN

13%

13.50%

11.10%

8%

16%

20%

25%

12%

5.60% 10.30%

6%

10%