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

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.

Concurrent losers: 14 smallcap stocks decline for 5 consecutive sessions

Over the five trading sessions ending March 20, the Sensex benchmark remained largely flat with a slight negative bias, slipping just 31 points to close at 74,532. Although the index advanced in four out of the five sessions, a sharp decline of around 2,500 points on March 19 erased most of those gains. During the […]

Geopolitical tensions rising; diversify globally and rebalance toward defensives, says LGT Wealth’s Nikhil Advani

Nikhil Advani of LGT Wealth India advises investors to prioritise resilience amid rising geopolitical risks and market volatility. He recommends global diversification, defensive sector allocation, and phased investing, while highlighting opportunities in infrastructure and AI. ETFs and multi-asset strategies can help manage risk and capture long-term growth across global markets effectively.