October Checklist

  1. If you made good Profit in Gold ETF/Mutual Funds, you can exit 50% of the folio. The rise has been meteoric and may not rise fast in future.
  2. You can plan to start increasing your SIPs (Systematic Investment Plan) by 10% or so .These are the times to leverage ‘Cost Averaging’.
  3. Do not buy money back life insurance policies since this is the time of ITR file returns and 4 month before the next declaration of 80C investments. 

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Krishna Rath is a SEBI Registered Investment Adviser, and since 2015 has been educating netizens on investments and insurance. Krishna is a fee only SEBI RIA and is Odisha's first SEBI RIA. With background in IT, Krishna is changing the advisory space with new innovations in AdvisoryTech.

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