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 and hybrid funds for 7-8 years.Despite early start and high investment, corpus size is modest.Tends to stop SIPs after 2-3 years..
Increase SIPs by 10% every year to reach goal.Opt for maximum 75% allocation to equity in the NPS.Review investments and rebalance at least once in a year.Reduce risk when goal is near so that you dont miss the target...
Started investing in equity funds to save tax 3-4 years ago.Goal is very ambitious and needs a big hike in investments.Current investments and SIPs will grow to Rs.60 lakh in 10 years.Reduce goal to Rs.2.5 crore and defer by five years.SIPs will have to be increased to Rs.25,000 per month and hiked by 10% every year.Review investments and rebalance at least once in a year...
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