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| Case study: Children's marriage planning |
The sooner the parent starts planning for the child's marriage the better. These are long term goals and need proper planning. We present a case study that highlights the importance of investing regularly and having access to quality advice.
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| Not Enough Aggression - Amit Sharma, Panchkula |
Panchkula-based Meenu and Amit Sharma must invest more and increase equity exposure to make full use of the power of compounding..
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| Slow, Steady and Almost There! - K Karmakar,Hooghly |
Hooghly-based Krishnadas Karmakar saves well but must increase equity exposure through mutual fund investments to meet his financial goals..
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| Model Management - Sunil Dhavala, Delhi |
Exemplary financial hygiene and a well-planned investment strategy has helped Delhi-based financial manager, Sunil Kumar Dhavala, build a strong financial portfolio and increase his networth substantially..
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| Safe and Sorry - Hemant, Pune |
Given his age and financial condition, Hemant should move away from debt instruments and increase his long-term exposure to equities. He should also pare down his fund portfolio and concentrate on fewer funds..
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| Getting the Basket Right! - Ram Kumar, Bangalore |
Consultant Ram Kumar has balanced his investments in disciplined fashion across three asset classes. He has a long-term perspective. But a greater degree of safety could be ensured with a few small changes in his methods..
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| Low risk,very low gain - T.P. Singh, Delhi |
Delhi-based superintendent engineer Tejinder Pal Singh must increase equity exposure and insurance cover for a financially sound future.
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