Nisha Sanghvi, the co-founder of Promore Fintech, discussed when it is right to change the financial plan and at what intervals it should be reviewed.
It is essential to diversify the portfolio to prevent concentration risk and invest in various asset classes such as equity, debt, and gold
Money9 Helpline hosted Nisha Sanghvi, Co-founder of ProMore Fintech to help you understand when to change a financial plan.
Asset class performance affects your initial asset allocation. It is also critical to periodically evaluate and rebalance each fund within each asset
Investing through SIPs also ensures rupee cost averaging by buying more units at lower net asset values (NAVs) during bear markets
The Money9 Helpline hosted Finwise’s founder Prathiba Girish to help our callers resolve queries related to financial planning