Not much investors Know if they have invested in the right funds and whether their fund portfolio is on track. The Portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with respect to the goals and, if necessary, recommends corrective measures. The advice given is based on the performance of the fund, the risk profile of the investor as well as his financial goals.
Sarvesh Goyal is investing for many goals. Here’s what the doctor advised her:
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- started investing in equity fund 7-8 years ago.
- Early start, regular SIPs have helped in building a huge corpus.
- All the funds are well chosen and have a mid-cap slant.
- Goals are ambitious but small increments in SIP can help achieve them all.
note from doctor
- need equities to make sufficiently large retirement fund,
- Take a term insurance plan to protect these goals.
- Review investments and rebalancing at least once a year.
- Minimize the risk when you are near the target so that you do not miss the target.
Deepak Aggarwal is saving for his daughter’s education and marriage. Here’s what the doctor advised:
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portfolio check-up
- Investing in equity funds and stocks for the last 8-10 years.
- The goal of education is very close, so capital needs to be protected.
- The goal of marriage is near, so start stepping back 2-3 years from now.
- Review investments and rebalancing at least once a year.
- Minimize the risk when you pass the target, so you don’t miss the target.
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write to us for help
If you would like your portfolio to be examined, write to etwealth@timesgroup.com with the subject “Portfolio Doctor”. Mention the following information:
- Names of funds held by you.
- present value of Investment,
- If your SIP is running in any of these.
- Financial goals for which you have invested.
- How much do you need for each financial goal?
- How far is each target?