Rs 97,500 monthly SIP & over Rs 2 crore corpus at 62? Expert suggests portfolio rejig for NRI investor to reach Rs 3 crore goal

As retirement approaches, a non-resident Indian (NRI) investor with a target of Rs 3 crore seeks guidance from a financial expert. The advisor recommends a structured approach involving asset allocation and portfolio consolidation. The investor’s assets are categorized into three groups according to their risk profiles and investment timelines. Certain mutual funds are advised for…