Thursday, April 25, 2019

Our fund analyst team answers the queries of two readers invested in tech funds.

It requires a determined savings approach and selection of the right funds to achieve your goal.

The Investment Management team provides some guidelines on how to proceed.

Select a debt fund to suit your investing tenure. Or use it for gradual investment into an equity fund.

A long term equity horizon with large-caps being the foundation make for a good portfolio.

Having a long-term perspective and starting early makes for an excellent start to the investment journey.

The financial-services industry spends a lot of time discussing financial products, but this is just a small part of the picture for investors. We want to look beyond the markets and focus on the tremendous potential for people to become investors and for current investors to meet and exceed their goals.

Morningstar has always served as an independent voice for investors and the individual investor has always been our true north.

The team at Morningstar will now endeavor to answer queries ONLY related to mutual funds and portfolio planning from our readers.

As Steve Wendel, Morningstar’s head of behavioural science, says, “Morningstar is a champion of investors”.

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