Hi Basu, Good day, I m currenlty working in IT company. and I have done following investment and also doing RD of rupees 25k every month. 1.Bajaj allianzlife ->MAX GAIN SIZE ONE ->35K 2.HDFC Unit Linked Young Star ->10k3.HDFC Young Star Super Suvidha ->15k4.New bima gold (self)->18971k5.New bima gold (wife)->10486k pls suggest me these investment are right or we can change as per your advice. I m planning for SIP but no idea so please suggest me Also please suggest me medical insurance and Term plan for my family ( me, wife and daugther) Thanks.
The current investments are combination of Insurance+Investment. First, try to come out of all those bad products. At the same time, instead of blindly investing the surplus, start to invest based on your financial goals.
If you are capable of handling and planning on your own, then do it yourself. Otherwise, seek a help of SEBI Registered Fee-Only Advisers.