Planning child education with mutual funds? Expert suggests right fund mix and key portfolio tweaks

March 21, 2026

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.

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