Lumpsum - Is it right time to
make lumpsum these investment?
these are portfolio for SIP but if I have to
make Lumpsum investment then will you suggest to put the money in same funds in same proportion of SIP?
By the government holding my money it ensured it would be there at the end of the year in order fo rme to
make a lumpsum payment.
Not exact matches
I am 25 year old and I wish to
make an investment portfolio.Now I can manage to invest rs. 5000 / month or 60,000 / - year
lumpsum which I will be increasing every year at 10 %.
And again, whether you got 14 % in flat 6 to 7 months by
lumpsum investment is, may be your luck because simply you did not put any analytical model to your investment before
making investment decision.
There are no assumptions
made except that if
lumpsum was done instead of an STP.
The builder of a new home or seller of an existing home may «buy down» the veteran's mortgage payments by
making a large
lumpsum payment up front at closing that will be used to supplement the monthly payments for a certain period, usually 1 to 3 years.
The return of the growth is calulated after substracting the MER.75 % of the principal is guarenteed at maturity.You can also withdraw 10 % without any penality in every year from the segregated funds.You can also do SM through Manuone.If you can put 10 % with CMHC insurance, either borrow a
lumpsum from the subaccount, if you have the equity, or can use dollar cost averaging.In this case you pay only prime rate for the mortgage aswell as for the subaccount just like a credit line.The beauty of the mauone is that you can pay of the mortgage at any time if you have the money.Any money goes into your account will reduce your principal amount, and you pay only the simple interest at prime for the remaining principal.With a good decipline and by putting the tax returnfrom the investment in to the principal will reduce the principal subsatntially.If you don't have the decipline don't even think of this idea.I am an insurance agent, recently I read this SM program while surfing the net, I
made my own research and doing it for my clients.I believe now 20 % downpayment can get a mortgage without cmhc insurance.Fora long term investment plan, Manuone with a combination of Segregated fund investment I believe is the best way to pay off the mortgage quickly and investment for the retirement.
I also have some
lumpsum investments
made in the following funds: 1.
Please
make corrections in my table, Tax saving scheme, advisable duration, investment frequency (
Lumpsum / SIP quaterly).
I am having SIP in HDFC balance, franklin smaller, DSP BR micro, HDFC mid cap, Axis ELSS, ICICI pru value discovery and I would like to have some additional
lumpsum investment, I am waiting from last 1.5 month but market keep on going up and up,
making me more nervous with my
lumpsum investment
Since market in the last 7 month have gone down and then up by 20 % do you still
make addition
lumpsum to franklin smaller or do you suggest to switch for balance / multi cap?
For equity exposure - I have
made additional
lumpsum allocation to HDFC Balance (40 %) and HDFC mid (40 %), franklin smaller (20 %)
3) New Settlement Option in this plan
makes this plan as unique where one can get the death benefit or maturity benefit in installments instead of
lumpsum amount
Lumpsum investment solutions are short to medium term investment plans in which you
make a single premium payment at the beginning of the plan to meet a specific future objective.