Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Aug 03, 2022
Child Education -- child-01 -- 45 Lakh (AFter 12Yrs) Child -02 - 65 Lakh (17 Yrs) -- Total -1.1 Cr.
Child Marriage -- 80 Lakh
Retirement -- 2.5 CR
My age is 38 Yrs. I still can work for another 15 to 20 yrs.
Current value of the Mutual fund is 10.5 lakh for the below given funds. My invested funds are given below:
Quantum India ESG Equity Fund | Sep-19 | 2000 |
Quantum Long term Equity Value Fund | Sep-19 | 2000 |
HDFC SMALL CAP FUND - | Sep-19 | 2500 |
BNP Paribas Substantial Equity Hybrid Growth Direct Plan | Nov-19 | 3000 |
Mirae Asset Emerging Bluechip Growth Direct Plan | Nov-19 | 3000 |
Motilal Oswal Nasdaq 100 Fund Of Fund Growth Direct Plan | Nov-19 | 1500 |
Motilal Oswal Nifty 50 Index Growth Direct Plan | Nov-19 | 1000 |
Axis Mid Cap Growth Direct Plan | Nov-19 | 2500 |
Axis Focused 25 Growth Direct Plan | Nov-19 | 3000 |
Axis Flexi Cap Growth Direct Plan | Nov-19 | 2500 |
Kotak Flexicap Growth Direct Plan | Nov-19 | 2500 |
Kotak Emerging Equity Scheme Growth Direct Plan | Nov-19 | 2500 |
ICICI Prudential US Bluechip Equity Growth Direct Plan | Nov-19 | 1500 |
29500 |
Also My EPF is around 15 K each month. I am ready to put in 10 to 15 thousand. Please suggest if these funds are good to meet my target or need to make any changes.
Do a goal based planning and attach schemes to goals, that way there will be discipline.
One set of investment with multiple goals is not advisable.
You may like to see similar questions and answers below
Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Aug 03, 2022
Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on May 13, 2022
Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Aug 03, 2022
Hemant Bokil | Answer |Ask -Follow
Financial Planner - Answered on Apr 27, 2023
Anu Krishna |1327 Answers |Ask -Follow
Relationships Expert, Mind Coach - Answered on Nov 25, 2024
Anu Krishna |1327 Answers |Ask -Follow
Relationships Expert, Mind Coach - Answered on Nov 25, 2024
Milind Vadjikar |691 Answers |Ask -Follow
Insurance, Stocks, MF, PF Expert - Answered on Nov 25, 2024
Milind Vadjikar |691 Answers |Ask -Follow
Insurance, Stocks, MF, PF Expert - Answered on Nov 25, 2024
Anu Krishna |1327 Answers |Ask -Follow
Relationships Expert, Mind Coach - Answered on Nov 25, 2024
Anu Krishna |1327 Answers |Ask -Follow
Relationships Expert, Mind Coach - Answered on Nov 25, 2024
Anu Krishna |1327 Answers |Ask -Follow
Relationships Expert, Mind Coach - Answered on Nov 25, 2024
Anu Krishna |1327 Answers |Ask -Follow
Relationships Expert, Mind Coach - Answered on Nov 25, 2024
Milind Vadjikar |691 Answers |Ask -Follow
Insurance, Stocks, MF, PF Expert - Answered on Nov 25, 2024
Radheshyam Zanwar |1063 Answers |Ask -Follow
MHT-CET, IIT-JEE, NEET-UG Expert - Answered on Nov 25, 2024
Close