Can you design my investment portfolio ?

POSTED BY gauravdp ON December 13, 2013 8:22 pm COMMENTS (5)

From Jan, 2014 I would like to invest about Rs 5000-6000 per month in  SIPs. My age is 45 and risk appetite moderate. (Not more than 30% in risky investments).

Can anyone suggest a portfolio of upto 3 MFs (2500-3000 high safety + 1500-2000 moderate risk + 1000 high growth) MF plans?

5 replies on this article “Can you design my investment portfolio ?”

  1. ashalanshu says:

    Dear Mamta, already answered in another thread. Please check there.



  2. mamtapasad says:

    I am a salaried employee.My monthly income is 18000. I can invest monthly 8000. i want the following investments to be done. please suggest where and how much and how long should i need to invest.
    1. emergency funding 2. need a little cash by next year to house renovation 3. retirement planning 4. wealth accumulation
    5. tax saving plan 6. gold accumulation

    My husband is a freelancer.Also my husbands monthly income is 50000-60000 (variable). i want him to do following investments. kindly suggest how much and where and tenure for this invetsments.
    1. tax saving 2. retirement planning 3.emergrncy funding 4.buying a new house by next year 5.wealth accumulation

    many thanks in advance,

  3. ashalanshu says:

    Dear Gaurav, you may engage any online planner also. There are many Fee only planners who are working online. Dear Manish and Nandish are one of them.



  4. gauravdp says:

    Dear Ashalanshu

    Thanks for your reply. Yes, indeed, financial planning is essential. But finding a financial planner who does not have a vested interest in selling / recommending X product or Y product is difficult.

    I would have engaged one, if I found any such trustworthy planners in my city, Kolkata. Anyway, thanks for your suggestion, I will look out for such persons.

  5. ashalanshu says:

    Dear Gaurav, please contact fee only planner in your city. A lot of data crunching is required before offering any solution. Any blind solution given to you in such an open forum may do more harm than good in your financial life.



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