Investment portfolio suggetions needed

POSTED BY satish ON December 1, 2013 10:53 pm COMMENTS (3)

This is Satish, IT employee. These are my details:

Age:  29

Loans/monthly –  16k personal loan, CC payments 5k, other expenses 4k.

Family – Mother n Father, Father will retire 2015 no dependency on me, mrg hpn next yr

Package – 9.4lac pa

Monthly Take Home – 55k

Ready to Invest – 55 – (16+5+4+ …) =  25 – 30k

Risk Type: Moderate, High – 40 -50% amount i can go for high risk.

Existing Plans – LIC Jeevan Saral – 24k, Met Lift Smart – 30k per anum. No savings so far.

Goals –

  1. Planing to buy a house
  2. Children Education Fund
  3. Emergency/Health care Fund

These are my primary needs/goals in mind …

Could you please suggest some proper investment portfolio as per above details.

Please consider tax saving also.

Thanks in advance.

3 replies on this article “Investment portfolio suggetions needed”

  1. ashalanshu says:

    Dear Satish, you may invest in Quantum Tax saver or Franklin India tax Shield.



  2. ashalanshu says:

    Dear Satish, please read this first.

    jagoinvestor. com/forum/finacial-planning-faqs



    1. satish says:

      Hi Ashal,

      Thanks 4 ur reply.
      I’ve chosen the following.
      1) Opening PPF
      2) Investing ELSS
      3) Recurring Deposit

      I’m clear on 1 & 3, could you please suggest some good ELSS plans.

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