For mutual fund investors, building a portfolio is only the beginning. Periodic reviews are equally important to ensure investments remain aligned with changing income, expenses and long-term financial goals. Whether the objective is early retirement, funding a child's future or maintaining a desired lifestyle, a portfolio review can help investors identify gaps and make timely course corrections.
A 45-year-old salaried investor reached out to ETMutualFunds and sought advice on his mutual fund portfolio and asked whether his current investments would be sufficient to support his goal of retiring at 60 while maintaining his lifestyle.
