Searching through old emails and dusty files to make a list of mutual fund investments would be the last thing anyone wants to do during holidays. Most people don't plan beyond a little bit of retail therapy or a round of cards with friends during their holidays.Yet, it makes sense to rummage through those dusty files or mail boxes to get an idea about your mutual fund investments. Updating the list and taking necessary corrective steps would light up your Diwali even brighter. There would be investments through distributors, online platforms, mutual fund companies, etc.," says Suresh Sadagopan, chief financial planner, Ladder7 Financial Advisories. "Since all our clients have a plan, we look at their goals, asset allocation plan and investments.
Source: Economic Times October 24, 2016 09:09 UTC