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Jinal

Jinal Mehta  |60 Answers  |Ask -

Financial Planner - Answered on Feb 25, 2024

Jinal Mehta is a qualified certified financial professional certified by FPSB India. She has 10 years of experience in the field of personal finance.
She is the founder of Beyond Learning Finance, an authorised education provider for the CFP certification programme in India.
In addition, she manages a family office organisation, where she handles investment planning, tax planning, insurance planning and estate planning.
Jinal has a bachelor's degree in management studies. She also has a diploma in in financial management from NMIMS, Mumbai.
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Rahul Question by Rahul on Feb 13, 2024Hindi
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Money

Please review my portfolio parag Parikh flexicap, Sbi mid cap & Axis small cap fund each with 5k total 15k per month sip for 25 year's and 10 percent step up every year I want 10 crores for my retirement is this portfolio Good or should I change my funds or add more funds..? My age is 33 years ????

Ans: The funds look okay to me. I cant just guarantee you that you will surely get 10 cr at retirement as equity investments are subject to market risks.
Asked on - Mar 02, 2024 | Not Answered yet
Do I need more funds to add in my portfolio or should I change my portfolio..?
DISCLAIMER: The content of this post by the expert is the personal view of the rediffGURU. Users are advised to pursue the information provided by the rediffGURU only as a source of information to be as a point of reference and to rely on their own judgement when making a decision.

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