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Dummy Portfolio Advice

Submitted By: Click to edit Master subtitle style Shailesh gupta team 3, Option 4

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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

Designation Martial Annual

Monthly Savings

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View on investment
Steady

income

less

exposure to risk returns

Maximum

Family

security

Sales

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Investment advice

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Life Insurance
Policy Sum

Jeevan Saathi (yearly)- Rs. 2,40,000 (monthly) Rs. 20,000

assured 45,00,000

Premium Premium Period

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

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MF Advice & returns

Sr. No Scheme Name

1.

UTI Mutual Fund ( Large Cap )

Period Investme Average Total nt Returns Returns Amount (in %) yearly (in Rs) (in Rs) 1 years 100000 13.4 13400

2.

SBI Magnum 1 years 2,00,000 Income Fund Total 1 years 3,00,000

10.6

21200

12

36000

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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

of Rs 36000 yearly is worth it as it is safe and secure.