POSTED BY March 20, 2012 3:08 pm COMMENTS (12)ON
My name is Bharani. Following is my investment details, please review and let me your comments /
SIP for Rs.2000 monthly on
1. uti retirement benefit pension fund
2. HDFC top 200 fund
3. (Planning to start on either Sundaram SMILE or HDFC Mid cap)
Regarding insurance, I have jeevan anand, new bima gold and jeevan saral policies for a total
premium of 40k. I am planning to make all of them PAID-UP (realised my mistake after reading
Manish’s article 🙂 ). Will take term insurance once LIC online term insurance is available.
Have a PPF account with SBI, planning to start doing NEFT of 1000rs monthly to it.
Started purchasing Gold Bees ETF one unit on a monthly basis.
I am looking to increase my SIP amount in HDFC top 200. Please advice by what percent I should increase SIP installments..
Also suggest between mid cap funds or balanced funds to start SIP..
my monthly income: 60k.
whether i am in the right track..need to invest more? Please provide your advice