Salil
Many thanks
I will talk to Divyesh on monday when we re-open
hcp
From: salil kothari
[mailto:salilkothari@hotmail.com]
Sent: Tuesday, November 05, 2013 3:45 AM
To: Hemen Parekh; hcparekh@recruitguru.com
Cc: vishesh@incomegroup.in; Divyesh Shah
Subject: Updated portfolio & recommended changes
Sent: Tuesday, November 05, 2013 3:45 AM
To: Hemen Parekh; hcparekh@recruitguru.com
Cc: vishesh@incomegroup.in; Divyesh Shah
Subject: Updated portfolio & recommended changes
Dear
Hemendra sir,
As per the
telephonic conversation with you and looking at our current portfolio.
Would
suggest to switch your MIP (Monthly Income plan )portfolio to fixed return FMP.
-- As MIP
has 80-85% debt and 15-20% equity component.
-- As FMP
has 100% debt
At the time
of investment we had suggested MIP to invest in as fixed return where giving
return of 8%+ tax free return but now fixed return fund would be giving 9.5%+
taxfree return and with out volatility of equity market. And also currently
equity market have moved up sharply to take that benefit suggesting to exit
MIP.
Any further
query do let me know.
Thanks & Regards
Salil Kothari
M.B.A., CII, CFPCM, CWMTM
CYCLO INVESTMENTS
Tel: 25009933 / 34 / 35
Mob: +91 9819098181
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