Dear Sir,
I wish to describe here my present investment details as follws :
[A] Insurance :Sl.No. Policy Name Start Date Annual
Premium (Rs)
1 Birla Sunlife – Freedom 58 – Super 20 28/03/2010 15,000
2 ICICI Prudential – Assure Wealth Plus 15/02/2010 25,000
3 ICICI Prudential – Life Time Super Pension 08/02/2008 12,000
4 LIC – Jeevan Saral – With Profit 04/01/2011 24,500
Sl.No. Fund Name Start Date Monthly
Investment (Rs.)
1 DSP BLACK ROCK TOP 100 14/06/2011 1000
2 HDFC Prudential Fund – Growth 16/06/2011 1000
3 Reliance Regular Savings Fund – Growth Option 31/12/2010 1000
4 HDFC Top 200 Fund – Growth 28/12/2010 1000
5 SBI Magnum Fund – Umbrella Contra – Growth 23/09/2008 500
6 SBI Magnum Global Fund – Growth 23/09/2008 500
I would like to know, whether my investement portfolio is correct or not as per my present income, age & future liability. If not, request you to kindly advice.
My personal introductions are hereunder:
Name : SHISHIR KUMAR SHARMA
Age : 40 Years
Yearly Income : Rs. 5,00,000/-
Profession : Working in a Ltd. Company at Pune.
Other Family Members : My wife & a son (2 years age).
Thanks & Regards,
Shishir Kumar Sharma