Many investors don’t know they have Investment Correct Fund And if 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.
today is bhumiki Investment for the education of his son and retirement, Here’s what doctors recommend:
portfolio check-up
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- Investments in equity funds for the last 8-10 years.
- Have not been very regular with SIP so the corpus is not large.
- Goals are ambitious and the current fund cannot meet them.
- retirement goals Need to make Rs 75,000 to Rs 40,000 per month.
- The vacation goal has to be curtailed to make sure the retirement goal is on track.
note from doctor
- Invest with a plan instead of a random investment.
- Do not invest in too many schemes. Only 6-7 funds are enough.
- 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.
Regular SIPs can achieve ambitious goals
Deepak Kumar is saving for his daughter’s education and marriage. Here’s what the doctor advised:
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portfolio check-up
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- Started investing in equity mutual funds two years back.
- Both are long-term goals so equity funds are the best option.
- Buy life insurance to protect your goals.
- review mutual fund portfolio at least once a year. Change if a fund underperforms.
- Minimize the risk when you are near the target so that you do not miss the target.
Portfolio Analysis: Raj Khosla, Managing Director & Founder, MyMoneyMantra
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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?