1. RISHI B. KHANNA, CFPCM
Mutual Funds
from
RBK Financial Services
Investments in Mutual Funds are Subject to Market Risk.

2. RISHI B. KHANNA, CFPCM
Equity Funds
The Investments are done purely in Equity Shares
These funds are good for Long Term Goals
Time Horizon : 12 Years and Above
Risk Profile : High
Investments in Mutual Funds are Subject to Market Risk.

3. RISHI B. KHANNA, CFPCM
RBK Recommended Equity Funds
Birla SL Frontline Equity Fund
Franklin India Bluechip Fund
Templeton India Equity Fund
DSP BlackRock Equity Fund
DSP BlackRock Top 100 Fund
HDFC Equity Fund
HDFC Top 200 Fund
ICICI Prudential Focused Bluechip Fund
ICICI Prudential Discovery Fund
IDFC Premier Equity Fund
IDFC Sterling Equity Fund
Kotak Kotak 50 Fund
Kotak Opportunities Fund
L & T India Special Situation Fund
L & T Equity Fund
Reliance Equity Opportunities Fund
Reliance Growth Fund
SBI Emerging Business Fund
SBI Global Fund
Sundaram Select Midcap Fund
Sundaram Select Focus Fund
TATA Pure Equity Fund
TATA Ethical Fund
UTI Opportunities Fund
UTI Dividend Yield Fund
Investments in Mutual Funds are Subject to Market Risk.

4. RISHI B. KHANNA, CFPCM
Balanced Funds
The Investments in these Funds are done in the
proportionately as 65% – 75% in Equity and the
Balance in Debt Instruments.
These funds are good for Semi Long Term Goals.
Time Horizon : 8 Years and Above
Risk Profile : Medium to High
Investments in Mutual Funds are Subject to Market Risk.

5. RISHI B. KHANNA, CFPCM
RBK Recommended Balanced Funds
o Birla SL ‘95 Fund
o HDFC Balanced Fund
o ICICI Prudential Balanced Fund
o SBI Balanced Fund
o TATA Balanced Fund
Investments in Mutual Funds are Subject to Market Risk.

6. RISHI B. KHANNA, CFPCM
Debt Funds
The Investments in these Funds are done Purely in
GOI, Corporate Deposits and Other Debt Instruments
These Funds are good for Short Term Goals
Time Horizon : 2 to 5 Years
Risk Profile : Low
Investments in Mutual Funds are Subject to Market Risk.

7. RISHI B. KHANNA, CFPCM
RBK Recommended Debt Funds
 Birla Medium Term Plan
 Franklin Templeton India Income Builder Account
 Reliance Regular Savings Fund - Debt Option
Investments in Mutual Funds are Subject to Market Risk.

8. RISHI B. KHANNA, CFPCM
Liquid / Liquid Plus Funds
The Investment in these schemes are in Money Market
and other related Instruments
These Funds are good to create corpus for Emergency
Needs and/or for very Short Term Goals
Time Horizon : 1 – 2 Years
Risk Profile : Very Low.
Investments in Mutual Funds are Subject to Market Risk.

9. RISHI B. KHANNA, CFPCM
RBK Recommended Liquid / Liquid Plus Funds
 Birla SL Cash Manager Fund
 HDFC Cash Management Fund – Treasury Advantage Plan
 IDFC Money Manager Fund
 Reliance Money Manager Fund
 ICICI Prudential Floating Rate Fund
 UTI Floating Rate Fund – STP.
Investments in Mutual Funds are Subject to Market Risk.

10. RISHI B. KHANNA, CFPCM
Gold Funds
The Investments under these funds are in Gold ETF.
These funds are good for Medium Term Goals
Time Horizon : 5 Years and Above
Risk Profile : Medium to High
Investments in Mutual Funds are Subject to Market Risk.

11. RISHI B. KHANNA, CFPCM
RBK Recommended Gold Funds
 HDFC Gold Fund
 ICICI Prudential Regular Gold Savings Fund
 Kotak Gold Fund
 Reliance Gold Savings Fund
 SBI Gold Fund
Investments in Mutual Funds are Subject to Market Risk.

12. RISHI B. KHANNA, CFPCM
Investments in Mutual Funds are Subject to Market Risk.
Regards,
RBK Financial Services
Rishi B. Khanna
Certified Financial PlannerCM
Tel. No.- 9821248481 / 8080715551.
www.rbkfinancialservices.com