Insure your requirement

22/11/2025

Blaock and report

26/08/2022

Let's plan your
9414442533

21/01/2019

20/01/2019

Start your tax savings with us
Sunil Kumar
9414442533
"Zindagi k sath bhi Zindagi k baad bhi"

19/01/2018

Make a plan of investment to Achieve your goals,
your dreams,
your retirement plan,
child education,
child marriage,
your dream home ,
Your unexpected medical expenses
Save your TAX
Start an SIP ELSS tax saving schemes
With us.
Sunil Kumar
9414442533
L. I. C. Of India
Zindagi ke saath bhi Zindagi Ke Baad bhi
mutual fund Distributor
Apollo Munich Health Insurance

18/08/2017

_*Adding Equity in Portfolio = Adding Risk = it's a Myth*_

*ICICI Prudential Equity Income Fund*

_Net Equity Range : 20% to 40%_

📢 *Performance*
_as on 10-Aug_

*Period / Fund*
_(Above 1 Year Returns CAGR)_

♦1yr : 9.41%
♦2yr : 9.86%

📢 *Exit Load*
👉🏻 _10% of units within 1 year = NIL, More than 10% of units with in 1 year = 1%_

👉🏻 _*Taxation* : Equity_
👉🏻 _*Redemption* : T+1* Days_

📢 Net Equity level
_as on 31-July_
🔸 *24.30%*

📢 *Investment Strategy*
🔸60%-80% of Portfolio invested in _Debt Securities_ & _Equity Arbitrage Opportunities_ to generate Regular Income
🔸20%-40% of Portfolio invested in _Net Equity_ for potential Capital appreciation
🔸Get the Benefit of Best of both the World (Equity + Debt)

📢 *Sources of Alpha*
🔅 _Dynamic Asset Allocation_
🔅 _Stock selection_
🔅 _Sector rotation_
🔅 _Active Duration Management_


9414442533

18/08/2017

Sunil Kumar
Life Insurance
(LIC of India)
Housing loan
(LIC Housing)
MUTUAL Funds
ICICI/SBI/HDFC/KOTAK/RELIANCE/DSP BLACKROCK/UTI/BSL)
Health insurance
(Apollo Munich Health Insurance)
SUNIL KUMAR
9414442533

18/08/2017

04/08/2017

Striking a Balance between Equity & Debt through Dynamic Asset Allocation strategy

ICICI Prudential Balanced Fund

Net Equity Range : 65% to 80%

📢 Performance
as on 04-July

Period / Fund / Nifty
(Above 1 Year Returns CAGR)

♦1yr / 19.39% / 14.84%
♦2yr / 12.93% / 6.42%
♦3yr / 14.10% / 7.43%
♦5yr / 19.24% / 12.63%

📢 Net Equity level
as on 30-June

🔸 66.18%

🔸 Get the Benefit of Best of both the World (Equity + Debt)
🔸 Fund seeks to invest in blend of well researched Large and Mid Cap stocks for Long term
🔸 Most Consistent Performance in Category⁠⁠⁠⁠