How a Lucknow-based jeweller streamlined his cluttered portfolio of 27 mutual funds and 9 insurance policies
3 months, 2 weeks ago

How a Lucknow-based jeweller streamlined his cluttered portfolio of 27 mutual funds and 9 insurance policies

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Twenty-seven mutual fund schemes, three endowment and six moneyback life insurance policies. "Once I joined the family business, I continued with our traditional way of investing via fixed deposits, insurance policies and mutual funds. Our family worked with two mutual fund distributors and my father knew an insurance agent via whom we invested in insurance policies," he said. I redeemed all my investments and moved it to four direct mutual fund schemes, as suggested by Abhishek," said Kesarwani.

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