As retirement nears, an investor with a Rs 2.75 crore portfolio needs to rebalance. An expert advises consolidating mutual funds, shifting near-term goals to arbitrage funds, and increasing equity exposure for long-term inflation protection. The strategy aims to simplify investments and enhance returns while managing risk.

An investor's mutual fund portfolio was reviewed, revealing a need for better alignment with long-term goals. Experts advised shifting focus from direct equities to mutual funds,…

As retirement nears, an investor with a Rs 2.75 crore portfolio needs to rebalance. An expert advises consolidating mutual funds, shifting near-term goals to arbitrage funds, and…

A 60-year-old retiree sought guidance on whether she should continue investing in equity mutual funds after retirement. Experts say senior citizens can retain some equity exposure…