SEBI MF Post-Retirement Advisory
Budget: ₹600 – ₹1,500 INR
I am looking for guidance from a SEBI-registered advisor who can work primarily with SBI Mutual Fund schemes, although I am open to other houses if you can justify a clear advantage. My current position is a ₹1 crore equity portfolio; another ₹1 crore corpus available for investment -goal grow for my children’s future and generate a steady cash flow for my own expenses.
Here is what I need from you:
• A high-conviction investment strategy built around mutual funds that suits my high-risk, high-reward appetite while still aligning with the overarching objective of balanced growth and income.
• A detailed SWP roadmap—Constraint: Net taxable amount per month should not cross 15K/month.
Please outline the specific SBI MF (or alternate) schemes, expected CAGR assumptions, and any rebalancing triggers you would employ. I value transparency, so spell out fees, exit loads and risk factors up front. Deliverables should include an actionable portfolio sheet plus a concise rationale for every recommendation.
Here is what I need from you:
• A high-conviction investment strategy built around mutual funds that suits my high-risk, high-reward appetite while still aligning with the overarching objective of balanced growth and income.
• A detailed SWP roadmap—Constraint: Net taxable amount per month should not cross 15K/month.
Please outline the specific SBI MF (or alternate) schemes, expected CAGR assumptions, and any rebalancing triggers you would employ. I value transparency, so spell out fees, exit loads and risk factors up front. Deliverables should include an actionable portfolio sheet plus a concise rationale for every recommendation.