Portfolio Management

Investment ideas

Smart loans

Risk Management

Advisory Services

 
Portfolio Grid & proposed allocation of assets

Time Reference: October 9, 2001 

Avenues Allocation Risk involved Historical earnings Liquidity Tax implication

Scope for lending facility

Equities High 18-22% High LTCG: 10%
-
Proposed allocation in Equities: 25%

LTCG: Long Term Capital Gain 

Income Mutual Fund   Medium 11-14% High LTCG: 10%
Dividends: Tax free
-
Long Term Gilt Funds   Low 11-14% High LTCG: 10%
Dividends: Tax free
-
Index Funds   Medium - High LTCG: 10%
Dividends: Tax free
-
Proposed allocation in Mutual Funds: 30%

LTCG: Long Term Capital Gain

ICICI Safety Bonds   Medium 9.5% Low Subject to TDS as per then prevailing tax laws.
Nil
RBI Relief Bond   Low 9% Low Interest is fully exempt from Income tax and The Bonds are exempt from Wealth Tax.
Loans from banks can be availed of against the security of the bonds
REC Bond   Low 8.5% Low Section 54EC of the Income Tax Act deals with capital gains not to be charged on investment in this bond.
Nil
NHAI Bonds   Low 9% Low Section 54EC of the Income Tax Act deals with capital gains not to be charged on investment in this bond.
Nil
Proposed allocation in Bonds: 25%
Sundaram Home FD   Medium 10% Low Subject to TDS as per then prevailing tax laws. -
Gujarat SF FD   Medium 10% Low Subject to TDS as per then prevailing tax laws. -
Proposed allocation in FDs: 20%
Portfolio Strategy : First Priority - Safety, Second Priority - Earnings, Third Priority - Liquidity, Time Horizon - Long term.

 

  Back to Case-Study Home



Top / Back            Personal Finance HomeKarvy Home