How to use different financial products

SPEAK YOUR MIND

There are various investment products available in India for a person to invest in. But none of us are experts to pick the right product which suits our requirement. This matrix will make an attempt to help you select the right product.

Age group of 23-40 years
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  • Life insurance
  • Health Insurance
  • Accidental insurance
  • Equity mutual funds/ shares- to a higher percentage of asset allocation
  • PPF
  • Debt mutual funds
  • Liquid funds
Age group of 40-55 years
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  • Life Insurance
  • Health Insurance
  • Surgical protection plan insurance
  • Accidental insurance
  • Equity mutual funds /shares- to a medium percentage of asset allocation
  • PPF
  • Debt mutual funds
  • Liquid funds
Age group of 55- 60 years
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  • Health insurance
  • Surgical protection plan insurance
  • Accidental insurance
  • Minimal allocation to equity mutual funds/ shares
  • Debt mutual funds
  • Bank fixed deposits
  • National savings certificate
  • Recurring deposit in a bank or post office
  • Liquid funds
Age group of 60 years and above
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  • Health insurance
  • Surgical protection plan insurance
  • Monthly income plan (MIP) of mutual funds
  • Debt mutual funds
  • Bank fixed deposits
  • Post office savings scheme
  • Senior citizen savings scheme
  • Liquid funds

In case you wish to know more on how we can help you find a suitable product based on your goals, please contact us. We would be happy to assist you and take you through your investments based on your requirement.

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