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Investment Planning
Investment planning is if somebody is coming to you to invest so you suggest various investment .
A person should have a insurance in his or her portfolio.
Tax planning there are various investments which gives you tax benefit like LIC .
If a client has taken loan that is also a tax benefit on interest.
We should include some investment which has tax benefit.
Asset allocation - the percentage of allotted investment is good as per the requirement of client.
Lets take an example
- There is a client of age 25 , young and does not have any liability.
- Have 5 Lakh rs to invest
- Searching of investment
Which investment options you can suggest ?
-> Government securities/ bonds/ debt 100000
-> Real Estate Property 100000
-> Fno / Equities 200000
-> Cryptocurrency / commodity / currency 50000
-> Insurance and tax saving plans 50000
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