POSTED BY January 2, 2012 7:51 pm COMMENTS (24)ON
HOW I CAN ATTACH FILE WITH THIS QUESTION FORUM?
Hello all readers, I want to help one my relative who is investing in MFs since last few years. When i checked his MF investment details i found more than 30 funds in his list. I am attaching a excel list also for your reference. some of them are SIP and most of them are lumsum investment. His advisor suggest them to invest them whenever he invested. With looking at list , i am totally confused that how to help him in such market condition? I am just requesting you guys ( the expert ) to look once and please please please suggest what can be done with such long list of investments. what can be short and ease solution to keep it simple. Investor details are as under: he is 48 Yr old. Having a son studying in 10th and daughter doing Masters. Nearest Goal: Daughter Marriage Son Higher Education : 3 Yrs your any kind of comments and suggestion are most welcomed Thanks