Need A Financial Product Forums Trading/Investments How to rebalance my portfolio in desired debt equity ratio

This topic contains 1 reply, has 2 voices, and was last updated by  Suresh Tawari 2 years, 8 months ago.

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  • #48004

    I have currently invested in 4 mutual funds, 2 debt funds and 2 equity funds. The purpose of these investments is my daughter’s wedding which has at least 18-20 years to go. For next 5 years, I want to maintain a ratio of 25:75 for debt and equity. At present the ratio is 45:55. As per my calculation, I am required to move Rs. 45,000 from debt to equity. Should I do it in one go or in 6 transactions in 6 months.

    #48005

    Mukesh Maru
    Member

    In my opinion, exercising STP process for next 6 months would be a better option to you.

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