Value Research Stocks

Get started Now

Ask Value Research
Big Questions
The Plan
First Page
Generally Speaking
Guest Column
Not Just Kidding
Of This & That...
Random Rants
Straight Talk
The Chartist
Top of Mind
Fund Research
Category Watch
Fund Analysis
House Voice
IPO Analysis
Rating Radar
Stock Research
Stock Advisor
Stock Analyst Choice
Stock Strategy
News & Commentary
Fund News
Book Review
First things...
Fund Manager's View
How I did it
In Rememberance
Income Tax Know How
Mutual Fund Sahi Hai
Omaha Live
Special Report
Tax Saving Alternatives
Using Value Research Online
Words Worth

The Plan

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 | |
Sunil is well-positioned to achieve his financial goals. But he must make changes to his portfolio to achieve his goals more efficiently | |
Balan is a non-resident Indian, working in the Middle East. Here is a financial plan to help him achieve his goals, including retirement | |
Sheela is a single mother taking care of her differently-abled daughter. She wants to plan for her own retirement and her daughter's future | |
Gowtham has just started working and has certain financial goals, but he doesn't have an adequate surplus. Increasing his SIPs every year will be key to achieving his goals | |
While Sunil's surplus is insufficient to meet his goals, he should start working on this financial plan now and make adjustments to it as required | |
Home | My Portfolio | ELSS | Funds | Live Events | Value Investing | Income | Insurance | Learn | Archive | Ask | Subscribe | About Us | Log In | Free Sign Up