The document outlines an investment portfolio for an annual income of Rs. 300,000 over six years. It allocates 60% of the annual income, or Rs. 180,000, to investments. The portfolio includes long-term investments like recurring deposits, exchange traded funds, bank fixed deposits, and insurance. Mid-term investments include corporate deposits over 5 years. Short-term investments include equity and IT stocks. The portfolio aims to take advantage of tax planning and capital gains over 10 years, after which a land purchase is planned.

2. 
If our income will be 3,00,000 p.a up to six year, we will
take 60% of our annual income in our portfolio for an
investment.

60% of annual income i.e. 300000 = 1,80,000

In our portfolio we are planning to do three kind of
investment i.e.
1. long term
2. mid term
3. short term

3. LONG TERM
SHORT TERM
1.RD-RS40,000
2.ETF-RS10,000
3.BANK 5 YR FDRS80000
4.INSURANCERS20,000
EQUITY MARKET
BANK
MID TERM
5 YEARS
CORPORATE
DEPOSIT RS20,000,LIKE
1.SHRIRAM FIN.
2.L& T FINANCE
3.IIFL
IT
RS-3333/- EACH
PHARMA

4. AREA OF INVESTMENT
AMOUNT(RS)
RECURRING DEPOSIT
40,000
EXCHANGE TRADED FUND
10,000
BANK F.D
80,000
INSURANCE (TERM,HEALTH)
20,000
LONG
TERM
MID TERM
CORPORATE DEPOSIT
20,000
EQUITY
10,000
SHORT
TERM

5. CORPORATDE
POSITE, 20000
AMOUNT(RS)
EQUITY, 10000
ETF, 10,000
RD, 40,000
RD
ETF
BANK FD
BANK
FD, 80000
INSURANCE, 200
00
INSURANCE
CORPORATDEPOSITE
EQUITY

6. Proper tax planning.
 Proper working capital management
which act as an advantage for share
market.
 After 10 years at the age of 35 we will
purchase a land.
 After 10 yr same plan will continue and
we will add some more investment.
