The NRI wrote back after 15 days :::
Dear Srikanth Sir
Thanks a million for your advice. I have taken appropriate action as per your advice and in the midst of doing portfolio rebalancing. Here is one further modification for proposed list of SIPs based on my latest analysis.
Attach are the excel sheet:
Plz review and guide me.
Thanks a ton SIR, for your nice and sincere advice.
I wrote back :: "Dear rahul,
It is good to see you starting a sip in Templeton India Equity Income Fund and it is already showing results. Continue the same and you will reap the benefits.
It is also heartening to see that you have implemented almost all changes, modifications suggested. Well done, keep up the good work.
Can I suggest one more change?. Please change your present sip in Reliance Regular Savaings Equity to Reliance Regular Savings - Balanced. Almost all your funds are pure equity funds, have some cushion in form of the above fund. Overall, you have done an excellent job.
Best of luck. |
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