Holding too many mutual funds? Easily trim your portfolio with these simple steps

Let us face it! Most of us hold too many mutual funds! Either we started with Rs. 1000 SIP in five funds or we saw new “good funds” and decided to “have some exposure to it”, or we stopped investing in underperformers but left the investment in the old fund untouched. After a few years, our…

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Download A Personal Finance Self-Evaluation Checklist

Here is a personal financial self-evaluation checklist that can be used by beginners and veterans alike. It will help you organise your finances systematically and you go can well beyond these Five changes It has been developed from how to Conduct a Personal Financial Audit and my own audits which are done each December (see last years for…

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