How a Lucknow-based jeweller streamlined his cluttered portfolio of 27 mutual funds and 9 insurance policies
Published by Mint
Mint describes how a Lucknow jeweller who held 27 mutual fund schemes and nine life insurance policies simplified his finances with SahajMoney, founded by SEBI Registered Investment Adviser Abhishek Kumar. It covers moving to a few direct mutual fund schemes, phasing out traditional policies, and term and health cover.
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How a Lucknow-based jeweller streamlined his cluttered portfolio of 27 mutual funds and 9 insurance policies
