Background

Accountant in private firm

25 Years Old

Plans to marry in 4 years

Observations

Client’s father still works in a private firm and draws a salary of Rs. 60,000
Client’s mother and brother earn Rs. 15,000 each as tuition teachers.
He has been investing Rs.3000/month in regular mutual funds for the last 4 years.
He also pays Rs.1250 as a quarterly premium for a life insurance policy.
Client plans to get married in 4 years, and wishes to invest & grow his savings for its expenditure.

Results

Funds of Growth

The Rs.4000 each into 3 funds grew at the rate of 12%

Risks with Rewards

The ELSS investment of Rs.3000/month clocked a growth of 11%

Hitting the mark

At the end of 4 years, the total investment grew up to Rs.10,00,000

White Ocean Investment Services LLP

607, Abhishree Avenue, Opp. Hanumanji Temple, Nehrunagar, Ambawadi, Ahmedabad-380015

We Are White Ocean

We are an Ahmedabad-based investment and financial advisory firm helping individuals, families and businesses in effectively and efficiently managing their finances, investment and further growing their wealth.

Case Study on Investing Right with ELSS