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Wrong Investment What Happends

Wrong Investment What Happends

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Published by kirang gandhi
Wrong Investment What Happends
Wrong Investment What Happends

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Published by: kirang gandhi on Nov 22, 2011
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03/19/2013

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D.DAS ( IT PROFESSSIONAL IN INFOSYS )Age 40 years Goal son and daughter’s Education and retirement planningwww.kgandhi.anindia.com
www.kgandhi.anindia.comPage 1 
ICICI Pru pension ( life stage ) 25/02/2008 24,000/- ( 10 yrs )Kotak Smart adv Dff 17/04/2009 25,000 2,50,000/- ( 20 yrs )ICICI Pru Life time Maxima 30/06/2010 25,000 1,25,000/- ( 10 yrs )ICICI new Life stage wealth Aug 50,000 2,50,000/- ( 10 yrs )Aviva new freedom Life Aug 50,000 2,50,ooo/- ( 10 yrs )LIC ( Jeevan Saral ) 28/08/2008 9,608 2,00,000/- ( 20 yrs )Bajaj All unit gain 31/10/2007 25,000-2,50,000/- ( 20 yrs )Bajaj unit gain 11/06/2007 25,000-2,50,000/- ( 20 yrs )Bajaj unit gain plus 14/11/2005 25,000-2,50,000/- ( 20 yrs )ICICI Life time 05/11/2005 25,000-2,50,000/- ( 20 yrs )ICICI Pru Life time Maxima 30/06/2010 25,000-1,25,000/- ( 10 yrs )Aviva Life Bond five 30/10/2007 2,500/- PM ( 5 yrs ), 1500/- ( 10 yrs )LIC Jeevan 28/05/1998 13,246-2,00,000/- ( 20 yrs )LIC Table 75 Plan 08/05/2018 2,000/- PM ( 20 yrs )RD 10/08/05 10/08/10 700/- PM 51,000/-RD 20/07/06 20/07/11 1,000/- PM 7,28,571/-RD 10/11/06 10/11/11 1,000/- PM 7,28,571/-RD 19/08/08 19/08/13 1,000/- PM 7,28,571/-RD 04/06/09 04/06/14 1,000/- PM 7,28,571/-RD 05/08/09 05/06/14 1,000/- PM 7,28,571/-RD 04/09/09 04/09/14 1,000/- PM 7,28,571/-RD 01/01/10 01/01/15 1,000/- PM 7,28,571/-RD 01/06/10 01/06/15 1,000/- PM 7,28,571/-RD UCOBank 18/06/07 18/06/12 2,000/- PM 1,54,782/-RD UCOBank 14/07/07 14/07/12 1,000/- PM 75,856/-RD UCOBank 19/08/09 10/08/11 2,000/- PMN.S.C 01/04/05 01/06/10 35,000 56,000/-N.S.C 10/07/05 10/07/11 40,000 64,000/-N.S.C 21/07/06 21/07/12 40,000 64,000/-N.S.C 04/12/07 04/12/13 25,000 40,000/-K.V.P 14/12/04 14/07/13 7,000 14,000/-
 
D.DAS ( IT PROFESSSIONAL IN INFOSYS )Age 40 years Goal son and daughter’s Education and retirement planningwww.kgandhi.anindia.com
www.kgandhi.anindia.comPage 2 
IDBI Home Loan ( 8 %)5,50,000 EMI 6,145/- Tenure 17 yrsCar Loan 3,26,000 EMI 6,793/- Tenure 4yrsINCOME EXPENSES45,000/- PM 30,000/- PM ( house hold n self )15,000/- PM ( other income )GOALS TODAYS VALUE FUTURE VALUE REQUIREDSON’S EDUCATION (DEBU )5 LAKH 15 LAKHDAUGHTER’SEDUCATION (NEELU)5 LAKH 20 LAKHNEELU’S MARRIAGE 3 LAKH 25 LAKHTODAYS HOUSE HOLDEXPENSESAT THE TIME OFRETIREMENT CORPUSREQUIRED ( AFT . 15 YEARS)FUTURE EXPENSES25000/- P.M. 1 CRORE 58000/- p.m. ( Required )
Agents, Broker, Bank Manager,( changes frequently ) Online service providers try and sell whatsuits them , not what the investor needs. If you buy an unsuitable product, will adversely effect onyour financial goals. Agents, Broker, Bank Manager,( changes frequently ) Online serviceproviders try and sell what suits them , not what the investor needs. If you buy an unsuitableproduct, will adversely effect on your financial goals.

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