investment revenue in modern era
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TRANSCRIPT
INVESTMENT AVENUES IN MODERN ERA
'High risk, High returns’
‘Low risk, low returns'
MODERN INVESTMENT THEORY
INVESTMENT AVENUES
SECURITIES DEPOSITS POSTAL SCHEMES INSURANCEREAL
ESTATE
1.SHARES
2. BONDS
3.DEBENTURE
4.MUTUAL FUNDS
1.BANK DEPOSITS
2.NON-BANKING
FINANCIAL COMPANY
1.MONTHLY INCOME SCHEME(MIS)
2.NATIONAL SAVING CERTIFICATE(NSC)
3.KISAN VIKAS PATRAS
4.PUBLIC PROVIDENT FUNDS
1.LIFE INSURANCE
POLICIES
2.ULIP
1.REAL ESTATE
2.PRECIOUS METALS
3. ART AND ANTIQUES
MAIN PURPOSE TO INVESTMENT IN DIFFERENT PLANS
TAX BENEFITS AND RISK
COMPANY POLICY Aviva Life Insurance Aviva Life Young
Achiever
SBI Life SBI Shield- Annual Premium
Bharati AXA Secure Confident
ICICI Prudential Life Insurance
ICICI Pre Smart Kid
Reliance Life Reliance Term Plan
Metlife Suraksha Regular Premium
EXAMPLES OF INSURANCE POLICIES
WHAT COMPANY OFFER TO CLIENT?
WHAT A CUSTOMER EXACTLY WANT?
Investment in %
UNIT LINKED INSURANCE PLAN
ULIP= MUTUAL FUND + INSURANCE
INVESTMENT IN ART AND ANTIQUES
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