1. Your Kid’s Investing Timeline

2. 0-5 Years
Goals are far, so invest
aggressively - Buy
equity funds in his
name, start SIP in child
name, buy Gold ETF’s.

3. 6-8 years
Continue on
aggressive path – Keep
investing aggressively in
equity funds and SIP.

4. 9-12 years
Time to take a
balanced view – Start
SIP in balanced funds

5. 13-16 years
Goals are near, so be
cautious –
Systematically reduce
equity exposure and
increase debt funds
exposure.

6. 18-21 years
Child is an adult-
Use payout from
child SIP and
redeem it as per
need to fund
education.

7. 22-25 years
Financial goals are
reached. Redeem
funds for marriage
expenses and
redeem Gold ETF’s.

8. www.latinmanharlal.com
Email: business@lmspl.com I Tel No: 022-40824082
Viraj, 5th Floor, 124, S.V. Road, Above HDFC Bank , Khar (w), Mumbai- 400 052.
THANK YOU