Mutual Funds
Fixed Income
Life Insurance
Non-Life Insurance

  The primary purpose of adding fixed income to a diversified portfolio is to reduce volatility and ensure liquidity. Fixed Income instruments play and important role in providing downside protection to a portfolio and in building wealth over a longer period of time.

After determining a clients risk profile and the percentage of assets to be kept as safe investments, we help choose the best investment instruments available in the market. All the available investment avenues are evaluated based on the returns, tax implications, liquidity and convenience of administration and with an overall objective of striking a balance among all of them.

Some of the popular investment options available in market currently apart from bank deposits are:

 

Scheme

Return (%p.a)

Taxable

Return Volatility

Liquidity

Maximum Investment

Conditions

(if any)

Public Provident Fund

8..00

No

Nil

15-yr term

70000 per yr

 

Post Office Monthly Interest Scheme

8.00

(10% bonus on maturity)

Yes

Nil

6-yr tenure

Single A/c 3L

Joint A/c 6 L

 

Senior Citizens Saving Scheme

9.00

Yes

Nil

5-yr tenure

15 Lakhs

60 yrs age / 55 yrs (In case of VRS)

Government Of India Bonds

8.00

Yes

Nil

6-yr tenure

No limit

 

Mutual Funds – Debt Schemes

5-6

No

Low

Any time

No limit

 

Mutual Funds – Monthly Income Plans

6-10

No

High

Any time

No limit

 

 
 
 
 
 
 
 
Continuum Financial Services Pvt.Ltd.
Flat No 101, Saraswathi Nivas, # 1-98/6/3/B/1, Cyber Hills Colony, Behind Image Gardens, Madhapur, Hyderabad – 500 033.
Phone : +91-040-65527169   Email : info@continuum.in
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