•S T U D E N T S I N V O L V E D :

FC          •1 ) V I N I T M E H T A  
P R E S E N TAT I O N •2 ) C H I R A Y U M I R K A R  
   
•3 ) R U T I K M A N E  
•4 ) D A R S H A N K O T H A R I  
•5 ) K E T A N K O C H E R  
 CLIENTS DETAILS: 

N A M E : A J AY S H A H  
A D D R E S S : B - 7 0 4 , B H AV YA S U P R E M E ,
MUMBAI - 400015 
AGE: 28 
STAT US : MARRIE D 
INCOME : RS. 10 LAKHS
A M O U N T AVA I L A B L E T O I N V E S T : R S . 5
LAKHS 
              INVESTMENTS

• Investment Type                Amount Invested

• 1) Fixed Deposit (FD)                 1,00,000/-
• 2) Mutual Funds                             50,000/-
• 3) Stocks                                       2,00,000/-
• 4) Bonds                                           50,000/-
• 5) Gold (Commodity)                  1,00,000/-
• FIXED DEPOSITS
B E N E F I T S O F F I X E D D E P O S I T:

• 1) Safe Investment Option with Guaranteed Returns 

• 2) Backed with Deposit Insurance of Rs. 5 lakhs
• 3) Tax-Saving Option
• 4) Flexibility in Interest Payout 
• 5) Facility to Avail Loan against FD
• 6) Higher FD rates for Senior Citizens 
MUTUAL FUNDS
             MUTUAL FUNDS

• 1) Liquidity
• 2) Diversification
• 3) Expert Management
• 4) Schemes for every financial goal
• 5) Safety and Transparency
• 6) Lower Tax on the gains
                   STOCKS

• 1) Diversification
• 2) Protection against inflation
• 3) Great Post Tax Earning
• 4) Ease of access
• 5) Invest in smaller amounts
• 6) Value Investing
                  BONDS

• 1) Steady Income
• 2) Stable  
• 3) High Interest Rates
• 4) Liquidity
• 5) Legal Protection
• 6) Variety
  BENEFITS OF GOLD:                
• 1) Hedge against inflation
• 2) Portfolio Diversification
• 3) Holds it's value over a long period of time
• 4) Easy Liquidity
• 5) Tax benefits
• 6) Most desired commodity