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The Plan

Praveen, a software professional, has twins and is concerned about their primary and higher education. Here is a complete financial plan for him | |
Sanjay is heavily invested in fixed income. He must move to equity to accumulate sufficient corpus for his retirement | |
Mrs and Mr Verma are a retired couple. They want to derive regular income from their investments. Here is how they can do so | |
Sumit is 24 years old and has no major responsibilities. He already invests in equity but needs to optimise his portfolio | |
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 | |
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