Best investment choices for different stages of life.

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Transcript of Best investment choices for different stages of life.

DBFSassociate of DOHA BANK

BEST INVESTMENT CHOICES FOR DIFFERENT STAGES OF LIFE

Disclaimer: The information provided herein is not to be constructed as an o�er to buy or sell securities of any kind. DBFS and/or its group companies do not assume any responsibility or liability resulting from the use of such information.

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Life is a journey that is passed through di�erent stages namely bachelorship, married life, parenthood and old age. Knowing the right type of investment that suits each stage

will help you achieve the goal of a prosperous life.

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If you do not get income, you will not be able to invest.

Income

The lesser the age, higher the risk appetite will be.

Age

Start saving from the first day of earning. Without saving money, you will not be able to invest.

Savings

Important factors a�ecting

Investment

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No financial dependents, Less age and high risk appetite, Long Term Investments.

Investment ability : 60 -70% of income can be invested.

Preferable Investment Instruments : ULIP, PPF, Stocks, Mutual Funds, Bonds, Life Insurance, SIPs.

THE BACHELOR

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Financial Dependents, Medium risk, medium returns, Increase in expenses.

THE MARRIED PERSON

Investment ability : 30 – 50% of income can be invested.

Preferable Investment Instruments : Debt Instruments, Real Estate, Equities, Mutual Funds, SIPs.

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Increased financial dependents, High Expense, less savings, Low risk appetite, low returns.

Investment ability : 30% of income can be invested.

Preferable Investment Instruments : Health Insurance, ULIP, Gold, Mutual Funds, SIPs.

THE PARENT

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Reap your investments, Low risk factors, Short term investments.Investment ability : 20% of income can be invested.

RETIRED PERSONS

Preferable Investment Instruments : Savings Schemes, SIPs.

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With the expert guidance and support of DBFS, know the right investment choice that will benefit you in the future.

Helpdesk no: 0484-2566001/002/003.