Date: 3 Mar 2017
5000 Birch Street, West Tower,
Suite 3000 Newport Beach,
California - 92660
In the last quarter, your total portfolio has grown. The net worth has increased by 7.5% to Rs. 1.67 Cr at the end of 3 Mar 2017. You are also up 7.1% for the year.
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 7.1%, i.e. on par with or better than Crisil Composite Bond Fund Index and NIFTY.
Your equity investments (42% of total portfolio) are mostly in large cap funds. Your portfolio is dominated largely by Canara Robeco Treasury Advantage Fund - Institutional Plan- Growth option and ICICI Prudential Floating Rate Plan-Growth - Option B.
Your fixed income investments (58% of total portfolio) are mostly in intermediate term funds. Your portfolio is dominated largely by Taurus Ultra Short Term Bond Fund - SI Growth.
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The average cash balance in your savings account has decreased by Rs. 90.92 K every month — about 15% of your balance. For operating expenses, you may start an SWP starting with DWS CASH OPPORTUNITIES FUND REGULAR- GR which grew at 5.0% last year.
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 email@example.com.
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