Very few investors know whether they have invested in the right fund 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, which is the risk profile investor As well as his financial goals.
Girish Shankar is saving for his children’s goals and retirement, Here’s what the doctor advised her:
portfolio check-up
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- Investment in a mixture of equity plans From last 3-4 years.
- Holds a lot of money. Portfolio needs to be strengthened
- The targets are high but can be achieved if the SIP is increased by 5% every year.
- The retirement goal was very low. 60,000 per month has been increased to Rs.
note from doctor
- keep inflation Keep that in mind when setting long-term goals.
- Do not invest heavily in low yield loans.
- 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.
Dilip Nagarkar is saving for his child’s education and retirement. Here’s the doctor’s advice:
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portfolio check-up
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Headphones,
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- Started investing in equity funds 3-4 years back to save tax.
- Too much focus on one fund house (Axis MF). Diversify AMC.
- The goal of retiring in 15 years will require a bigger amount and more investments.
- Delay retirement by five years to comfortably reach the goal.
- 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.
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Smartwatches,
Headphones,
Mobile,
Camera,
Computer,
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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 apart is each target