A 42-year-old client got ₹1 crore from selling his parents' house. And his plan was straightforward: reinvest the proceeds into another property.
Here's what we suggested instead
FUND BREAKDOWN: Parag Parikh Flexi Cap Fund
Here is what makes this fund unusual: it invests 25-35% in international equities, primarily high-quality US-listed global businesses. One fund, two markets in a single portfolio.
Are you investing for yourself or your shared future?
We're building a life together. We should understand our money together. This is what one of my client Karthik said when discussing about his and his spouse Meera. Here's how we built a financial plan based on mutual goals and current situation.
You own 11 mutual funds. You own 4 stocks
My client had been paying three sets of expense ratios, tracking eleven funds on his app, reading three fund manager commentaries every quarter, for a portfolio that was functionally much simpler and much less diversified than he believed.
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