WealthTrust (Evolusolve Technologies Pvt Ltd) is a SEBI registered investment adviser (RIA code - INA000007650), trusted by 100,000+ investors from all over India. WealthTrust is one of the India's first and fastest growing 'Zero Commission Wealth Management' platform. Invest in direct plans of mutual funds online in a paperless, seamless and hassle-free way.
What's your suggestion on below portfolio of my family member ..
Welcome your comment.. Thnx..
ACTIVE (GROWTH, DIRECT PLAN) (from 2018):
EQUITY (18K SIP):
1. Aditya Birla Sun Life Tax Relief96
2. Axis Long Term Equity
3. Kotak Standard Multicap
4. Tata Equity P/E
5. Canara Robeco Emerging Equities
6. L&T Emerging Businesses
7. Aditya Birla Sun Life Floating Rate Long Term
8. Axis Liquid
INACTIVE (GROWTH, REGULAR PLAN): Total Amount - 1 Lac Invested
1. Axis Long Term Equity (36k)
2. Reliance Tax Saver (36k)
3. HDFC Hybrid Equity earlier Balanced fund (28k)
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