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Portfolio Review Please!!
Hi all, This is my mom's portfolio essentially, and her investments and their value as of 01.01.25. Can you all please suggest if we can make any changes and diversification to this portfolio? In the SIP table, Rs. 11,000 is the current SIP amount, which can be increased to Rs. 40,000 immediately, and after some credit card loan closures, the SIP amount will be increased to Rs. 66,000 from June. Also, she has invested lumpsum in a couple of ETFs, which are in loss currently. Plus, both of us can infuse a total of Rs. 15 lakhs lumpsum right now, but want to get your opinion about what would be a really good diversification, and we are okay with a little aggressive one. Looking forward to your views and opinions please! https://preview.redd.it/66u4mjbeuhae1.png?width=1159&format=png&auto=webp&s=543ecc80fd1fdd32894beea655a4b837a98a5ad32
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