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The Plan

Essential financial and investment checklist for a family man who has just retired | |
Rohan's retirement corpus is falling short of what he is going to need for the future. He must increase his SIPs or sell his land to bridge the shortfall | |
Rajat's selection of funds doesn't suit his requirements. He needs to optimise his portfolio | |
Dhananjay wants to plan for his retirement and daughter's education and marriage. He has chosen good funds but they are too many | |
With his investments and surpluses Vaibhav shouldn't have any difficulty in achieving his goals, provided he tweaks them a bit | |
Mukesh needs to plan better for his son's future. He also needs to exit traditional insurance policies and reduce the number of funds in his portfolio | |
Deepak's current investments will not help him reach his goals. He needs to prioritise his goals and reduce the goal amounts | |
While Vedant has a decent accumulated corpus, he has too many funds in his portfolio. Here's our plan for him | |
A few adjustments to Shyam's investments will set him on the right track | |
Raj wants to buy a house apart from the one in which he currently lives. Doing so may result in his compromising on the other non-negotiable goals | |
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