Seeking Advice for financial planning , no kids

POSTED BY prakash.gokhale ON February 13, 2014 1:45 pm COMMENTS (2)

Dear Sir,

I am a reader of this website since last 1 year. I need you advice in regards to my investment, whether it is on track or not. My current investments are as follows,

LIC – Jeevan Mitra (triple Cover Endowment Plan – Yrl 5268 INR)

LIC – Endowment Plus Yrl 24000 INR

LIC – Bima Account 1 Yrl 12000

HDFC – Young Star Yrl 15000 INR

HDFC – Classic Assure Yrl 24000 INR

ICICI – Pru Lifestage Wealth I Yrl 24000

MF SIP

BSL Front Line Equity Fund Growth Regular – Yrl  12000 INR

ICICI Focused Blue Chip – Yrl 24000 INR

PPF – Yrl 24000 INR

Please give your advice to improve the financial planning. At present we both are working and have no kids.

2 replies on this article “Seeking Advice for financial planning , no kids”

  1. akgc2 says:

    How long you have been investing on these plans ?

    How much amount you are paying for MF SIP ?

    Most of the policies seems to be Insurance plan plus few are for wealth creation.

    Do you know how much returns you will get from these policies ?

  2. ashalanshu says:

    Dear Prakash, why there is not a single term cover with you and same for your spouse? What about health insurance?

    Thanks

    Ashal

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Download Our FREE Ebook!

Available only for first 100 people today

Download Our FREE Ebook!

Available only for first 100 people today