A 37-year-old investor seeks guidance on structuring her mutual fund portfolio for her children’s education. Expert Harshvardhan Roongta recommends rebalancing allocations by reducing small-cap exposure and strengthening large- and mid-cap holdings. The advice focuses on disciplined investing, clear fund categorisation, and maintaining a balanced portfolio aligned with long-term financial goals.
7 investing lessons from Jim Leitner for building the right market mindset
Leitner believes investors should remain open to new ideas and recognise that markets can challenge even experienced participants.
October 3, 2026