July 2012

Mr. Harish Rao: I have taken two scenarios: An investor looks at performance for a 5 year period (from Jan 2000 through Dec 2004) and then decides to invest in the…

Question: Kindly let me have your advice on ICICI Prudential US Bluechip Equity Fund NFO?

Mr. Gerard Colaco: Some international diversification would certainly be recommended for Indian investors. But, such international funds must be recommended only for investors who have a substantial commitment to Indian mutual funds already. Say, if an investor has SIPs into a couple of actively managed diversified Indian equity funds, a couple of passively Indian equity index funds and one Indian diversified mid-cap fund, then the sixth SIP could be into an international fund.

Client’s question: My sister, ABC who has been staying in US for the last twenty years is planning to quit US and return back to India sometime early next year. She would like to get advice on where to invest her retirement corpus so that there is minimal risk and at the same time she can get a reasonable return.

Does your company have any website that gives details of the services that you provide which she can go through?