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Plan F: The story of a businessman

This investor education initiative by DSP Blackrock Mutual Fund will empower you to invest better and smarter and make the right financial decisions. Today we bring you the story of Ramesh Kumar Jalan, a businessman from Kolkata

October 29, 2013 / 15:44 IST
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This investor education initiative by DSP Blackrock Mutual Fund will empower you to invest better and smarter and make the right financial decisions. Today we bring you the story of Ramesh Kumar Jalan, a businessman from Kolkata.

We are joined by Sumeet Vaid, MD, Freedom Wealth Solutions and Vijay Bhushan - Partner, Bharat Bhushan & Co, to understand and analyze Mr Jalan's portfolio.  Summarise the key conclusions 1. Investments need to be linked to goals to provide direction and optimal returns 2. Proper asset allocation in relation to risk profile 3. Review portfolio regularly.
first published: Oct 29, 2013 03:44 pm

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