Building a sizeable investment corpus while managing household expenses and children’s future goals can be challenging, particularly when an investor is also targeting early retirement. For investors with multiple financial goals, simply having a high savings rate is not enough. The timing of each goal, accessibility of investments, asset allocation and insurance cover also need to be considered.
A 40-year-old investor from Pune who shared her investment journey reached out to ETMutualFunds and sought advice on planning for her two children’s education and her own retirement.
