@Shilpi Gupta

Shilpi Gupta

@shilpigupta

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17-Sep-2018
Sir/Madam I have invested in Mutual Funds and I need your expert advise to review my portfolio. Please help me in proper allocation of my money across mutual funds of various categories. Mutual Funds I have invested wef Jul, 2018 1)SBI BLUE CHIP 2000 2)Motilal Oswal 35 multicap 2000 3)Mirae Asset Emerg Bluechip 2000 4)Reliance small cap 3000 5)DSPBR Mid Cap 2000 6)SBI Small Cap 2000 Total Rs.13000/- per month. Other investments: 1)Rs.50000/- per year in NPS wef Yr 2017. I can increase my SIP to Rs.15000/- per month and can make an yearly increment of 10%. I can also make lumsum investment of Rs.1 Lakh at present. My Goals: 1) Corpus of Rs.3-4 Lakhs in every 5 years for trip. 1) Corpus of Rs.1 crore after 10 Yrs for house. 2) Corpus of Rs.50 lakh for child education after 20 years. 3) Corpus of Rs.1 crore after 25 Yrs for children marriage. 3) Corpus of Rs.2 crore for my retirement in 2044. My present age is 34 years. Please advise me how to plan my goals. Read More...
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19-Sep-2018
The funds you have are good.  Regarding your goals, you need the below mentioned SIP  A. Flat investment  1. 5000 Rs. - Trip 2. 43000 Rs. - Home 3. 5000 Rs. - Child education 4. 5000 Rs. - child's marriage 5. 9000 Rs. - Retirement B. Increase investment by 10% every year.  1. 4000 Rs. - Trip 2. 30000 Rs. - Home 3. 2500 Rs. - Child education 4. 2000 Rs. - child's marriage 5. 4000 Rs. - Retirement Read More...
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