Thursday, 9 November 2017

My Investment portfolio - updated as on Oct - 2017



My Investment portfolio - updated as on Oct - 2017



I am believing the Investment Portfolio objectives is the crucial thing not only for the wealth creation, but also gives the detailed knowledge on Investment opportunity.



Here is my Investment Portfolio ( Updated as on October 31, 2017)


















I am also believes that my realty side depends on my father's asset (Non-cashflow). So this is my diversification too, rather than spending my money for owning a home. It's hard to me that i am not interesting to invest in Gold, but may consider in future. I am looking for an alternative investment(s) in the upcoming days.


On the above pic, i had mentioned the debt securities splitted as 'Debt mutual Funds' and 'Bank Deposits' and you can note that my majority of investment is behind on my Retirement savings (PPF, NPS).

Thanks for the SEBI (Investment adviser) L1 course and exam, it helps me to extract the knowledge of Asset allocation and Investment strategies.


My Financial Investment objectives are like:


  • My Family Retirement planning
  • My Kid's Education and other goals
  • My Future Business plan
  • Retire Early plan (REP)


You can also share your views / comments on this post.


Rich Investing with my investment portfolio.

#myportfolio




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