Hi Sreekanth,
Hope you are doing good. After a long time, I am posting my question. I have invested Rs. 70,000 as lump sum in TATA Balanced Fund last year.(June, Sep,Oct,Nov) But, couple of days before I read your blog stating that you are interchanging TATA Balanced Fund with other Balanced Fund. Could you advise me, Is that good idea to keep this amount in the same fund.?
Thanks & Regards,
Raja Rajagopal
4 Answers
Dear Raja,
How are you doing?
That's purely based on my personal financial goals and nothing to do with fund's performance. Though the standard deviation of the fund has been slightly increased, it is still a decent fund.
Kindly note that I have not interchanged to any balanced fund. It's just that I am stopping future contributions to this fund and will remain invested with the existing Holdings (units).
You may kindly remain invested in the fund and keep a track of it.
Hi Sree,
Good Morning. Hope you and your family doing well.
Thanks for providing link to Aadhar. In that I have one small clarification on matured LIC Policy. There is one LIC Policy has been matured and I got the amount. However, still they informed me that, keep the policy as safe. Because still it has survial benefit. My question is, Do I need to link this policy with Aadhar?
Thanks & Regards,
Raja Rajagopal
Dear Raja,
Very good question!
This can be a whole-life oriented plan!
Suggest you to try linking it with Aadhaar online, it just takes few minutes. In case, you get confirmation on linking, kindly do update the status here, will be useful to other blog readers as well (who have similar policies).
Thank you!
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