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+91 9910423232
  +91 9910423232

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INVESTGURU RECOMMENDATION
Best Investment Options for Safer Returns
The investment options suggested below are guaranteed return options as well as non-guaranteed return options. The non-guaranteed return options are low risk investments, low volatility products with above average post tax returns. The investments should be chosen on the basis of the time period of planned investment and whether the investor needs regular returns or cumulative fund at the end of the investment period. Investors looking for safer, above average returns should consider creating a portfolio of multiple investments for consistent and tax efficient returns.

You may also talk to us for a personalised investment solution. Feel free to call us on +919910423232 and we shall be happy to assist you.
Regular Monthly Investment OneTime Lumpsum Investment
For 3+ Years For 1 - 3 Years For 0 - 1 Year
Mutual Fund Options
      Product Name CATEGORY 1 Yr (%) 3 Yr (%) 5 Yr (%) FUND VALUE OF RS 10,000 INVESTED PER MONTH CALC
BIRLA SUN LIFE MEDIUM TERM PLAN - REGULAR - GROWTH Debt 9.20 10.33 10.35 772107 /-
Calculate..
BIRLA SUN LIFE SHORT TERM FUND - REGULAR - GROWTH Debt 8.58 9.59 9.46 755692 /-
Calculate..
BIRLA SUN LIFE SHORT TERM OPPORTUNITIES FUND - REGULAR - GROWTH Debt 7.93 9.66 9.85 762831 /-
Calculate..
UTI SHORT TERM INCOME FUND - RETAIL - GROWTH Debt 8.18 8.94 9.22 751327 /-
Calculate..
BNP PARIBAS SHORT TERM INCOME FUND - REGULAR - GROWTH Debt 7.85 8.86 8.71 742107 /-
Calculate..
* Compounded Annualized Returns More Funds ››


Life Insurance Options
      Product Name Category SALIENT FEATURES BROCHURE
BIRLA SUNLIFE INCOME ASSURED PLAN Traditional
  • Assured Income of 8% of Sum Assured
  • Guaranteed Additions upto 10% of Sum Assured
Download Brochure
Traditional
Suitability For middle aged people looking to invest for regular income
Min Age 8 years
Max Age 60 years
Min Premium -
Min Term 15 years
Max Term 25 years
Min Sum Assured Rs. 100000
Max Sum Assured -
Maturity Benefit Sum Assured+Guaranteed Additions+Increased Accrued Income(if opted)
Death Benefit Sum Assured+Guaranteed Additions+Increased Accrued Income(if opted)
Riders Waiver of Premium
Premium Payment Options Annual/Half Yearly/Quarterly/Monthly
Investment Options Not Applicable
Surrender Facility Available after 2/3 years premium has been paid
Loan on Policy Available upto 85% of surrender value
Partial Withdrawal Not Applicable
Tax Benefit on Investment Available under section 80C of Income Tax Act
Taxation on Income Tax free under section 10(10D) of Income Tax Act
Pros Assured Income of 8.0% of Sum Assured per annum payable monthly after the premium-paying term till maturity of the policy
Cons Guaranteed additions of 7-10% of sum assured every year after premium paying term till maturity of policy
Contact Us Application Form
Contact Us Download Brochure Disclaimer
 
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Fixed Income Options
      Product Name Category Interest Rate DURATION FUND VALUE OF RS 10,000
INVESTED PER MONTH
FORM CALC
POST OFFICE RECURRING DEPOSIT SCHEME SMALL SAVINGS CUMULATIVE 7.20 7.20 % 5 years 715432 /-
Download Application Form
Calculate..
SMALL SAVINGS
Issuer Department of Posts
Institution GOVT / GOVT BACKED
Face Value N.A.
Min Application Amount INR. 10/- and in multiples of INR. 5/- thereafter
Max Application Amount No limit.
Frequency of Interest Payment CUMULATIVE
Credit Rating N.A.
Tax Treatment of Income Taxable returns, no tax deduction at source
Tax Benefit on Investment Not Applicable
Withdrawal Partial withdrawal facility available
Cheque in Favour of N.A.
Effective Annual Interest Rate 7.44 %
Redemption Date N.A.
Redemption Amount N.A.
Pros Guaranteed returns
Cons Taxable returns
Brochure Download Form Location Contact Us
Scheme Details Download Form Locations Contact Us
 
More Schemes ››
3
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Keep tab on your financial goals status, mutual funds’ performance, SIPs and transaction details online.

Regular Updates
Take advantage of changing economic situations and tax laws through our regular updates.

Active Support
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Zero Processing Fee
We do not charge any documentation / processing / advisory fee from our clients.

Easy Accessibility
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Risk Factor : All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.
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