FT PKT -- 12/05/2023

Investor is going to retire in next 5 yrs, Investor is at Very High Risk; Suggest fund for his retirement for monthly income purpose.

Investor wants to avail full Tax benefits for this financial year and with SIP of 12000, is it possible (Investor do not have ELSS exposure anywhere), Explain?

TER of Franklin Asian Equity Fund is more than its peer, Suggest another funds with less TER.

Comparison with peer for performance of FIF_FUSOF, why should we invest in this fund?

This is situation when a Investor asks you your opinion if he/she should redeem / consolidate / re-balance existing investments, Suggest funds.

Scenario 1 :- Exisiting Funds: FIBCF (lumpsum done 4yrs back ), FIFCF (ongoing SIP last 6yrs), Very High Risk Investor.

This is situation when a Investor asks you your opinion if he/she should redeem / consolidate / re-balance existing investments, Suggest funds.

Scenario :- Exisiting Funds: FIF_FUSOF (ongoing SIP last 3 yrs), FIFCF (ongoing SIP), FIEHF (zero AUM), Moderate Risk Investor.

This is situation when a Investor asks you your opinion if he/she should redeem / consolidate / re-balance existing investments, Suggest funds.

Scenario :Exisiting Funds: FIBAF (NFO), FISCF(lumpsum done 6yrs back), FIFEF(ongoing SIP last 5 yrs- about to end this month),High Risk Investor.