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Life Stages
Just started
Factors to keep in mind.
1. No financial dependents
2. Age is not a concern.
3. High risk appetite
4. Should go for long term investments.
5. Should invest 50% - 60% of income.
Investment Instruments
Equity
Mutual Funds
Bonds
PPF
Insurance
Term cover
Medical Insurance
Newly Married
Factors to keep in mind.
1. Financial dependents.
2. Increase in expenses.
3. Medium risk appetite.
4. Need emergency corpus for expenses.
5. Should invest 30% - 50% of income.
Investment Instruments
Equity
Mutual funds
Bonds
PPF
Gold
Real Estate
Insurance
Increase Term Cover
Increase Medical Insurance.
Married with Children
Factors to keep in mind.
1. Increase in Financial dependents
2. Increase in expenses and lesser savings
3. Medium to low-risk appetite.
4. Need emergency corpus for expenses
5. Investment for child’s future education
6. Should invest up to 30% of income.
Investment Instruments
Equity
Mutual funds
Bonds
PPF
Gold
Insurance
Increase Term Cover
Increase Medical Insurance to Cover Entire Family.
Golden Years
Factors to keep in mind.
1. Time to reap your investments
2. Low-risk appetite.
3. Need emergency corpus for expenses
4. Short term investments
5. Should invest up to 10% to 20% of income.
Investment Instruments
Senior citizen savings scheme
Mutual Funds
Fixed Deposits
Insurance
Medical Insurance
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