THE CASE: My investments through SIPs are in 4 large-cap funds and 1 multi-cap fund. Total SIP investment currently is Rs 40,000. I need about Rs. 50 lakhs in another 13 years – 2033 for my child’s marriage and Rs. 2.30 Cr for my retirement in 13 years – 2033. Inflation is factored. Am […]
Working with a financial planner can be an extremely rewarding and valuable experience for you and your family. If you’ve decided to work with a financial planner, it’s important to understand your rights in the professional relationship. By knowing your rights and what to expect from a financial planner, you can take an active role […]
THE CASE: I want to build Rs. 1 Cr in the next 25 years. Currently invested in mutual funds to achieve the same goal are: HDFC Sensex (Rs 10,000), Mirae Asset Emerging Fund (Rs 5,000), Parag Parikh Long Term Equity (Rs 5,000), Axis Mid Cap (Rs 3,000), SBI Small Cap (Rs 2,000), HDFC Gold […]
THE CASE: What will happen if my goal maturity time meets a market crash and all my long term investment with negative return e.g if goal is marriage or higher education of children or retirement. THE SOLUTION: If you are invested in equity oriented investments for your long term goals, an ideal approach would […]
As interest rates dip across the globe, yield starved investors are flocking to gold. Now add to it the uncertainty of a global economic slowdown looming large, and U.S.-China relations inching to a point of no return. Gold beckons as the safe haven. As Mohamed A El-Erian, chief economic adviser at Allianz, recently tweeted, that investors continue […]