Key Points
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...
Has been investing in equity, hybrid funds for past three years.Aggressive investing has helped build a sizeable corpus.Funds are good, but has invested in too many schemes.All are short-term goals and can be reached comfortably.To preserve capital, start moving from equity funds to debt schemes.House down payment goal hiked from Rs.10 lakh to Rs.18 lakh to keep the loan amount low...
Has mentioned only short-term goals.Key goals like retirement, childrens education not included.Review investments and rebalance at least once a year.Reduce risk when goal is near so that you dont miss the target...
Started investing in equity funds last month.Funds are good and appropriately positioned.Target of Rs.15 lakh in 3 years is too ambitious..
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