Crossed 50? It's time to get your investments in order

By the time you’ve hit 50, you’ve probably done most of the heavy lifting. I am assuming you’ve slogged through EMI cycles, raised families, kept the boss (somewhat) happy, and squirrelled away money in mutual funds, stocks, EPF, PPF, NPS, and whatever three-letter scheme seemed promising at the time. But now, it’s time for a different kind of financial fitness check. Not one that chases adrenaline-pumping returns, but one that delivers you peace of mind. It’s not the time to be “aggressive”. It’s time to be organised. A five-point financial check-in might just be what you need. Let’s dive in! 1. One dashboard to rule them all At this stage in life, the biggest favour you can do for yourself is to declutter. Your investments are probably scattered—some in old mutual funds, others in that demat account you opened back in 2007. Maybe even a dusty PPF account with no e-access. Now’s the time to bring them all together. The Value Research Portfolio tracker can help you consolidate your holdings across products and platforms with a one-click auto-import feature. It’s not just tidy. It's transformational. Think of

This article was originally published on June 27, 2025.