Goal planning
Your first mutual fund portfolio: a step-by-step plan
From protection to goals to fund categories: a practical sequence for building a first portfolio you will actually stick with, worked through for a family with three goals.
Topic
Goal planning
Turning a family goal into an amount, a date and a monthly SIP: children's education, a first portfolio, a budget with room for investing, and fair comparisons of PPF, FDs and mutual funds.
Goal planning
Planning your child’s education: why 10% inflation changes everything
A degree that costs ₹10 lakh today could cost about ₹42 lakh in 15 years if fees rise 10% a year. Here is how to put a realistic…
Articles are for education and general information, not investment advice. Mutual fund investments are subject to market risks, read all scheme related documents carefully.