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SESSION-3 Part-1 - Coggle Diagram
SESSION-3
Part-1
PLANNING
For-Salary
25k
Rent
Maximum
5000
Irrespective
Of-Salary
Household
Expenses
10000
Maximum
40%-Salary
Term-Insurance
1250
Mediclaim
1000
250
Householder/
Accident
Policy
Recurring
Account
2500
Now
All-Family
Needs
Satisfied
Investing
5000
Salary-20%
WHY-1
Mutual-Funds
44-Nos
Governed-By
Govt.
Ministry-Of
Finance
SEBI
Liquidity
Any-Time
Open-Ended
Withdraw-Request
Debt-Fund
Next-Day
Equity-Fund
3-Days
Done-By
Cheque
Netbanking
No-Need
Go-Mumbai
No-Limit
Tax-Free
After
1-Year
Same-Benefit
Stocks
Account-Holder
Become-By
Investing
Minimum
Amount
5000-Rs
WHY-2
Transparent
FactSheet
Monthly
Details
Total-Money
Where-Invested
Scheme
Rating
Control
Complete-Of
Finance-Ministry
NAV
Everyday's
Value
Management
Nice
Professional
Performance
Goes-Down
No-One
Will-Invest
Go-For
5-star
Rating
Max-4-star
SCHEMES
More-Than
600
Types
Debt-Fund
Giving
Loan
To-Company
Equity-Fund
100%-Debt
100%-Safe
Avg-Return
8-9%
100%-Stocks
100%-Risk
Avg-Return
Depend-On
Market
2017
Return
70-80%
Smallcap
Midcap
40-50%
Largecap
Balanced
1st
75%-Risk
25%-Safe
Avg-Return
50-55%
2nd
MIP
Avg-10-Years
11-12%
2017
30%
2016
6%
REMAINING
Money
Can
Take-Risk
Go-LongTerm
Play
Big-Game
Take-Patience
Mutual-Funds
Should-Enter