Despite a high net worth of Rs 96 lakh, he has 75% of his
portfolio in real estate, has bought expensive, traditional insurance policies
with a low risk coverage, and has an unmanageable equity portfolio of 14 funds
and 11 stocks. More importantly, he is not sure he will be able to fulfill his
important goals. To find out, the financial
planning team at Fincart analyses Chandras' portfolio and helps them
realise their objectives.
Existing financial status
Ramesh
is a software professional, who is married to 38-year-old Meenakshi, a
homemaker, and the couple has a 10-yearold daughter, Meghana. They stay in a
rented house in Hyderabad, but own two houses worth Rs 80 lakh, which helps
them earn a rental income of Rs 14,000 a month
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