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Work Towards a Goal

Tracking finances helps when there is an end goal that is to be met

I have a long term investment view of 5-7 years and wish to create a corpus of Rs 40-50 lakhs at the end of this time. What should I do at present?
- V Kumar

To achieve your financial goal of building Rs 50 lakh in 7 years; you need to invest Rs 27,500 every month that earns 15% return in this timeframe. To achieve this, you will need to invest in diversified equity funds provided you can stomach some risk that comes with these funds. You can start an SIP (systematic investment plan) in funds such as HDFC top 200, IDFC Premier Equity and DSPBR Top 100 that carry the 5 star rating from Value Research.

This article was originally published on November 19, 2010.

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