MUTUAL FUNDS
Rs 1000
& Above
Expected ROI 12-14% p.a
Approx 5 years ROI @ 12% CAGR
1000p.m expected to become 82000 10000p.m expected to become 820000
PORTFOLIO ADVICE
Rs 25000
& Above
Expected ROI 20-30% p.a
Approx 5 years ROI @ 25% CAGR
25000 expected to become 86000 100000 expected to become 345000
TAX PLANNING
Rs 20000
& Above
Expected ROI + Savings on Tax 7-9% p.a
Approx 5 years ROI @ 8% CAGR
INSURANCE
Rs 2500
& Above
Expected Protection on Investment 100%
Insurance estimates assuming age 30-35 years
Invested Sum Assured
Health: - 4000 300000 approx Pers Accident: - 2600 1000000 approx Life: - 5000 1200000 approx
Health: - 4000 300000 approx Pers Accident: - 2600 1000000 approx Life: - 5000 1200000 approx
Note 1. All investments subject to Market Risks 2. All insurance products with varied sum assured available.
3. Projections based on past performance only. 4. Actual calculations vary according to age &other attributes.