Investors can achieve ambitious financial goals with an early start
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Last Updated: May 10, 2021, 06:30 AM IST
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Namit Kamat is saving for his daughter’s goals and retirement. Here’s what the doctor advised him, based on the performance of the funds, the risk profile of the investor as well as his financial goals.
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Not many investors know whether they have invested in the right funds 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 regard to the goals and, if required, recommends corrective measures.
MF portfolio doctor: Srivastava needs to use NPS to save for retirement, cut tax
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Don’t invest too much in low yielding debt instruments
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Last Updated: Feb 15, 2021, 06:30 AM IST
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Nilesh Parekh financial goals include saving enough for his children’s goals and retirement. After checking his mutual fund portfolio, the portfolio doctor says that Parekh holds too many funds and needs to consolidate portfolio.
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Not many investors know whether they have invested in the right funds 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 regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals.
Why investors need to restart their mutual fund SIPs
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Last Updated: Feb 08, 2021, 06:30 AM IST
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The mutual fund portfolio doctor offers advice based on the health of the investment portfolio, their suitability with regards to money goals and recommends corrective measures if any.
Getty Images
Not many investors know whether they have invested in the right funds 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 regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals.
How you can use mutual fund SIPs to save for a house
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Last Updated: Feb 01, 2021, 06:30 AM IST
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Synopsis
The mutual fund portfolio doctor offers advice based on the health of the investment portfolio, their suitability with regards to money goals and recommends corrective measures if any.
Getty Images
Not many investors know whether they have invested in the right funds 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 regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals.
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