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

Thank You