Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

MYSTERIOUS: Hdfc balanced advantage fund - You Need To See This

Have over Rs 1.50 crore in mutual funds? Expert explains how to plan a Rs 16,000 monthly SWP in retirement

As retirement approaches, investors must prioritize sustainable income from their portfolios. Take, for example, a 59-year-old managing Rs 1.51 crore, seeking Rs 16,000 monthly via a systematic withdrawal plan. Experts suggest portfolio reallocation and asset diversification among fund houses. By structuring investments into three distinct categories based on cash flow,…

The Economic Times · Oct 14

Rs 97,500 monthly SIP & over Rs 2 crore corpus at 62? Expert suggests portfolio rejig for NRI investor to reach Rs 3 crore goal

As retirement approaches, a non-resident Indian (NRI) investor with a target of Rs 3 crore seeks guidance from a financial expert. The advisor recommends a structured approach involving asset allocation and portfolio consolidation. The investor's assets are categorized into three groups according to their risk profiles and investment timelines. Certain…

The Economic Times · Sep 2

Investing over Rs 43,000 monthly through SIPs? Here’s what an expert recommends for 20-year investment journey

A financial expert reviews a Rs 43,500 monthly SIP portfolio built for a 20-year horizon and suggests minimal changes. The key recommendation is replacing one active midcap fund with a passive index fund while keeping existing allocations largely intact and using debt funds for short-term investment needs.

The Economic Times · Jun 26

From analysis to the latest developments in health,
read the most diverse news in one place.

Coverage From

The Economic Times

People

From analysis to the latest developments in health,
read the most diverse news in one place.

Organisations

Nippon India Small Cap Fund

13 stories

Read news from The Economist, FT, and more,
with one subscription

Topics

Places

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.