Sunday, July 3, 2022

MF portfolio doctor: Gupta needs to switch out of equity funds for short-term financial goals

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.

from Personal Finance News-Wealth-Economic Times https://ift.tt/EpursRL

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