Key Points
And he seems to have benefited immensely from investing in MFs, having funded his sons higher education fully with the returns from such investments and meeting some other financial goals..
So, it came as no surprise to those who know him when he sold one of his houses last year and invested the proceeds in debt MFs..
But in 2021, he hired a Sebi-licensed research analyst, who provided personalized advice and helped optimize his portfolio by reducing the number of stocks in it and focusing on small- and mid-cap stocks for better returns and switched from PMS to managing his investments directly that allowed him to lower costs...
When the equity markets started performing well, Chandrashekhar gradually increased his exposure to stocks and cut down on real estate investments..
While he had some mixed plans that offered life insurance and investments in the past, he eventually moved the money out from these plans as they were making lower returns and had high costs..
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