The Economic Times

Rs 97,500 monthly SIP & over Rs 2 crore corpus at 62? Expert suggests portfolio rejig for NRI investor to reach Rs 3 crore goal

As retirement approaches, a non-resident Indian (NRI) investor with a target of Rs 3 crore seeks guidance from a financial expert. The advisor recommends a structured approach involving asset allocation and portfolio consolidation. The investor's assets are categorized into three groups according to their risk profiles and investment timelines. Certain mutual funds are advised for both retention and new contributions.