How to redesign a Rs.12 crore portfolio for clarity and long-term stability
New Delhi, May 24 -- I am a 42-year-old entrepreneur with a portfolio of around Rs.12 crore spread across equity mutual funds (55%), real estate (25%), debt mutual funds (15%) and 5% in savings account. While my investments have grown well, I feel my portfolio is becoming difficult to manage. How should I simplify my investments?
- Name withheld on request
Based on the available information, we will have to make some assumptions on how your portfolio is split to answer this question.
About 55% or Rs.6.6 crore is parked in equity mutual funds. This is followed by real estate investments that make up around 25% of the investments ( Rs.3 crore) and debt mutual funds and cash or other investments make up the remaining 20% (15% debt, 5% cas...
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