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, risk profile of the investor as well as his financial goals.
portfolio check-up
Ranjan Tiwari is saving for his child’s goals and retirement. Here’s what the doctor advised:
portfolio check-up
- invested in equity fund From last 6-7 years.
- Early start and good fund selection have helped in making huge amount.
- Some SIPs need to be restarted to reach the goals.
- SIP will also have to increase by 5% every year.
note from doctor
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- Portfolio is small and mid Cap Skew, be prepared for volatility.
- the target is too close to home so shift equity for loan.
- Review investments and rebalances at least once a year.
- Minimize the risk when you are near the target so that you do not miss the target.
Ranjan Tiwari is saving for his child’s goals and retirement. Here’s what the doctor advised:
Best Offer :
Smartwatches,
Headphones,
Mobile,
Camera,
Computer,
Best Books
for Digital Media,
Business & Economics,
portfolio check-up
Best Offer :
Smartwatches,
Headphones,
Mobile,
Camera,
Computer,
Best Books
for Digital Media,
Business & Economics,
- Investing in a mix of well-chosen small, mid and large-cap funds.
- Higher monthly investment will help in reaching the ambitious goals.
- Some goals are too high. Retirement target reduced from Rs 3 crore to Rs 1.5 crore. review mutual fund
- portfolio at least once a year. Change if a fund’s performance drops.
- Minimize the risk when you are near the target so that you do not miss the target.
Best Offer :
Smartwatches,
Headphones,
Mobile,
Camera,
Computer,
Best Books
for Digital Media,
Business & Economics,
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?