Hi All Members,
My Current Investment’s are listed below, I am Plannning to invest another 4000 pm as an SIP in Mutual Funds, could any one suggest me the good mutual funds which helps in balancing the portfolio.
1. LIC (Jeevan Anand) SA – 5L (Premium is 20,200 pa)
2. ULIP on wife’ name (TATA AIG Invest Assure Health) – Premium (10, 200 Half yearly). Health insurance + Investment(Whole Life Aggressive Growth Fund – 100% Equity), should I continue with this ULIP or exit out of it and open a Term nsurance for my wife…?
3. Mutual Fund: a) Fidelity Equity (G) – 2500 pm
b) Fidelity India Growth Plan – 2500 pm
4. PPF – 16,000/-
Can anyone provide suggestions on existing ULIP plan and further investment in Mutual Fund.
Thanks,