| Risk Apetite | Moderate |
|---|---|
| Goal | Wealth Creation |
| Horizon | 10-12 Years |
| App | Coin and FundsBazaar |
| Why these Funds | Picked funds based on research and market performance |
Hi All, Can anyone help me review my Funds, also if there are some alteration needed do let me know, as i can add more 3-4K in SIP if needed.
Hi Everyone,
I am 25, started my investment journey, risk appetite is moderate i can take risks, but be a little balanced, goal is to make long term wealth in 10 years, horizon-10 years,
So i have diversified my investments
I took a advisor at start and i gave him 6k to invest every month, funds mention below
- DSP MULTI ASSET ALLOCATION FUNDS
- KOTAK FlexiCap FUND
- UTI LARGE AND MIDCAP FUND
Each 2k every month
After couple of months i learned very little and started self investing, and simultaneously advisor investment were running
My self investment (COIN App)
- HDFC MIDCAP - 1k Per month
- Parag Parik FlexiCap - 1k Per month
- mirae asset elss tax saver - 1k
- Canara robeco elss tax saver - 1k
- Nippon India Small Cap Fund - 1k
Is this Ideal way, or i need to increase my per month contribution,
Apart from this my other Investments are
- post office time deposit scheme - 2.5K per month
- LIC - 2K PM
- US stocks - 5k per month
- VPF - 4K month Additional.
Term Insurance - 3Cr from Axis Max Life
Mediclaim - 15 lakh family floater.
Thankyouu everyone !
Hi 👋,
I need help in reviewing my hinge profile, if any one who can do it for me, please let me know, thanks
