Академический Документы
Профессиональный Документы
Культура Документы
PRESENTED BY:
PUJIL KHANNA
AVINASH JESWANI
ROBIN CHOUDHARY
Disclaimer
• WE - no expert
• Not Comprehensive
• By Investment Objective
– Equity (Growth) – only in Stocks – Long Term (3 years or more)
– Debt (Income) – only in Fixed Income Securities (3-10 months)
– Liquid/Money Market (including gilt) – Short-term Money Market
(Govt.)
– Balanced/Hybrid – Stocks + Fixed Income Securities (1-3 years)
• Other Schemes
– Tax Saving Schemes
– Special Schemes Adobe Acrobat 7.0
Document
• ULIP
Risks
• Historical analysis
– Return is remembered, Risk forgotten
• Market Risk
• Non-Market Risk
Professional Management
Diversification
Convenient Administration
Return Potential
Low Costs Liquidity
Transparency Flexibility
Choice of schemes
Tax benefits
Well regulated
Thank
You