Top 5 Mutual Funds That Will Balance Your Portfolio of Rs 1 Lakh

Top 5 Mutual Funds That Will Balance Your Portfolio of Rs 1 Lakh

Total Amount: Rs 1,00,00.00 Mutual Funds:1) UTI Nifty Index Fund – Direct Plan – Growth (15%)2) Axis Long Term Equity Fund – Growth (15%)3) DSP Arbitrage Fund – Direct Plan – Growth (20%)4) Canara Robeco Bluechip Equity Fund – Regular Plan – Growth (10%)5) DSP Banking & PSU Debt Fund – Regular Plan – Growth…

Example of a Wealth Management Plan

Example of a Wealth Management Plan

This was prepared by me for a class project! Basic Details:Name: S S NaikProfession: Engineer (Non Finance)Age: 47 YearsMonthly Income: Rs 1,00,000 + 10% increment per yearAge of Retirement: 60 yrs Life Expectancy: 15yrs after retirementFamily: Housewife, Son-20yrs, Daughter- 18YearsHealth Related Information (of the head of the family): Used to Smoke Casual Drinking Non Vegetarian…