This 58-year-old invests Rs 50,000 in 8 mutual funds. Expert flags portfolio imbalance, suggests rejig

A financial expert examined the mutual fund portfolio of a 58-year-old investor and detected several imbalances. With a concentration in mid and small-cap funds, the portfolio needs careful adjustments. As retirement nears, prioritizing asset allocation and liquidity becomes vital. The expert recommends restructuring the portfolio to mitigate risks and enhance diversification, ultimately supporting the investor's long-term financial aspirations.