Wealth Management Report ►

Dear Valerie,

News about your portfolio

In the last quarter, your net worth decreased by -4.2% to Rs. 46.87 Lk at the end of 3 Mar 2017. However, your portfolio grew by 5.9% for the year.

You can improve your portfolio's performance. Please read on for suggestions on how .

Your portfolio has performed better than underlying benchmarks

Crisil Composite Bond Fund Index has given a return of 5.4%. NIFTY has given a return of 2.0%. Your portfolio has given a return of 5.9%, i.e. on par with or better than Crisil Composite Bond Fund Index and NIFTY.

Your equity portfolio: Rs. 23.45 Lk

Your equity investments (50% of total portfolio) are mostly in large cap funds. This is driven by your investments in Axis Short Term Fund - Retail Plan - Growth Option.

Your fixed income portfolio: Rs. 23.42 Lk

Your fixed income investments (50% of total portfolio) are mostly in intermediate term funds. This is driven by your investments in Sundaram Monthly Income Plan AGGRESSIVE - GROWTH.

Your portfolio: Rs. 46.87 Lk

Chart units are Rs Lakhs.

Let's talk

I'll be happy to discuss your portfolio in detail and answer any queries you may have. You may call me on +65 12345678 or write to me at cary.grant@abcbank.com.

Sincerely,
Cary Grant

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