With a 5% hike per annum in allocations to US-based and midcap funds, along with NPS,PPF, Bhatia can achieve his financial goals

The Portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals, and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor, as well as his financial goals.