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How to rebalance mutual funds, FDs & PF investments before retirement? Expert shares roadmap
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.
Raccontata da
economictimes.indiatimes.com
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How to rebalance mutual funds, FDs & PF investments before retirement? Expert shares roadmap
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…