INVESTMENT PLAN

PRESENTED BY ;-

Vikram Singh Rathore

SAVINGS

Income(per year) 480000 Less:- exp. 114000 Total savings 366000

DETAIL OF EXPENSES

House rent (4000pm) 48000 Phone charge (1000pm) 12000 Transport (1000pm) 12000 Entertainment(1000pm) 12000 Shopping(2000pm) 24000 Other exp.(500pm) 6000

Total exp. 180000

PURPOSE OF INVESTMENT

FINANCIAL INSTRUMENTS Equity Derivatives Bonds Mutual funds Commodities T-bills

Investment option

Companies

Investment amount

Portfolio Duration

Rate of Return

Net profit

Mutual fund

ICICI 1,00,000 3 Year 19.55% 58650

Share 1,66,000 2 year

Fixed deposit

UBI 1,00,000 3 year 9.5% 28500

WHY INVEST IN MUTUAL FUND

ICICI gives higher return on the investment

It’s involving higher risk but return is also

higher

WHY INVEST IN SHARE

High Return

More risk

WHY INVEST IN FIXED DEPOSIT

No risk

Optimum utilization of fund

CALCULATION OF PROFIT Profit from share:- Profit from mutual fund :- 58650 Profit from fixed deposit :- 14250 Total profit 98265

THANK YOU