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Hello, I am a your loyal and regular website reader and finally thought of asking you a question. I am giving my portfolio below. I am 33 now and have a kid of 4 year old. My monthly income with spouse is 2 lakh. I have home loan of 50 lakh. I am doing investment in all four mutual funds from last five years. My goal is to have 1 Crore in next 15 years for kid’s education and 2 Crore in next 25 for retirement at the age of 60. I have taken inflation in mind. Can you please review the information and help me if I can complete my goals. Appreciate if you give some suggestions. Thank you. 5,000 per month – Reliance Regular Savings Growth Equity NOW Reliance Value Fund 5,000 per month – DSP Blackrock Top 100 5,000 per month – Birla Sunlife Front Line Equity 5,000 per month – SBI bluechip fund growth direct 10,000 per month – RD 3 lakh FD 1 Crore Term Insurance Insurance cover Total 10 Lakh LIC cover from Jeevan anand and Jeevan tarang

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Roboadviso answered 13 hours ago

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Dear sir. I am agressive invester. My age is 33 age. My goal is create wealth for retirement. Investment for 20 years. My current SIP details are.(1)canara robeco emerging direct-5000.(2)mirae asset emerging direct-5000.(3) kotak standard multicap-5000.(4)mirae india opportunity- 4000(5) L&T mid cap-5000(5)SBI small cap-6500.(6)L&T emerging-4000.(7)HDFC small cap-5000.these all funds are ok?

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Roboadviso answered 14 hours ago

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Pankaj, except my name and pan no.details of my 5 SIP investment details are not not getting in your AAP ROBO, pl. update in my investment colum with today's market value. Your service is bad.

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Roboadviso answered 4 weeks ago

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Sir, I am 49 yrs. old and i want to invest lump sum amount of Rs. 6 or 7 lakhs in any unit linked large or mid cap fund for about 10 yrs. Please suggest the appropriate fund.

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Roboadviso answered 4 weeks ago

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HI, I have started investing in mutual funds 4 years back in regular funds. My risk profile is aggressive and goal is retirement planning in 15 years. I invested in Axis LT equity – 125000, icici pru long term equity – 40000, reliance tax saver – 65000, dsp tas saver – 40000, hdfc midcap- 25000, franklin small cap- 25000, Mirae asset India- 60000, kotak standard – 35000, Motilal Oswal Multicap 35 – 25000. The total amount comes aroun 5L. Now I stopped all the regular funds and started direct funds – mirae tax saver – 10K, kotak standard – 5K, Motilal Oswal Multicap 35 -5K, Reliance small cap -3K, L& T emerging- 5K, Invesco contra funds-5K. Apart from kotak standard, Motilal Oswal Multicap 35 remaining are new direct funds. Am planning to convert the regular funds to direct once the 1 year and ELSS lock completes. My question is since the amount I invested in regular funds is around 5L which is huge amount, whats the best way to convert to direct. Am planning to do the switch for Motilal Oswal Multicap 35 and Kotak Standard, reliance tax saver STP to Reliance small cap, Mirae asset India STP to mirae tax saver and SWP remaining funds. Is it good to start again in Axis Elss and switch instead of Kotak Standard since Axis ELSS amount is more -1.25 L and stop Kotak Standard since already have 6 funds as fund count increases. Please suggest best way to convert regular to direct funds in my case.

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Roboadviso answered 4 weeks ago

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Sir, I am 22 years old i want to invest 5000 per month for period of 10 years. i want atleast 25-30% return pls suggest me in which mutual fund should i apply?

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Roboadviso answered 1 month ago

121 views1 answers0 votes

SBI blue chip, HDFC Life, Axis Mid. Cap

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Roboadviso answered 1 month ago

97 views1 answers0 votes

Please suggest me good stp for 3 years horizon as per current market context?

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Roboadviso answered 1 month ago

102 views1 answers0 votes

Which scheme is better SBI small cap or HDFC small cap. And can you suggest me some good small cap fund

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Roboadviso answered 1 month ago

71 views1 answers0 votes

I want to earn for 5000000 nearly 2027.how much to invest and probide scheme name please.

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Radikperge answered 2 months ago

588 views2 answers0 votes

Suppose I invest 1lakh RS in fixed maturity plan for 3 years then how much amount I can expect after the end of 3 years

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Roboadviso answered 2 months ago

74 views1 answers0 votes

is my portfolio ideal?

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Roboadviso answered 2 months ago

117 views1 answers0 votes

About Franklin blue chip

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Roboadviso answered 2 months ago

91 views1 answers0 votes

what about handmade gift articles such as hand paintedcoaster or trays? what is the market available1/

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anushree kunte asked 2 months ago

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Hi Robo, Im 24 years old and my risk appetite is high and investment term is 10 yrs.. Currently i have invested in the following schemes in SIP mode. Kindly suggest me whether my portfolio is good or should it be rebalanced with new funds or change in amount invested. Investment 1) Franklin India prima plus-1500 2)Kotak select focus growth – 1000 3)Sbi small cap – 3000 4) HDFC midcap opportunities – 1000 5)Reliance small cap-500 6) SBI Bluechip fund-1000

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Hemalatha asked 2 months ago

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