We have
Renamed our
prime portfolios
Here are the new names of the Prime Portfolios, along with links to each portfolio. This will help you stay up-to-date and manage your portfolios more efficiently.
RENAMED PORTFOLIOS
We have changed the names of 18 portfolios. You will continue to receive alerts on the portfolios that you already "Follow".
|
New portfolio name with link |
Active portfolio for NRIs (excluding US/Canada NRIs) | NRI MF portfolio |
Capital preservation portfolio | No change |
Education portfolio - Investment time frame: 3-5 years | Time-frame 3 to 5 years |
Education portfolio - Investment time frame: 5-7 years | Time-frame 5 to 7 years |
Education portfolio - Investment time frame: over 7 years | Time-frame greater than 7 years |
Emergency portfolio | No change |
ETF portfolio for NRIs (excluding US/Canada NRIs) | No change |
High-growth portfolio | No change |
Home downpayment - Investment time frame: 1-3years | Time-frame 1 to 3 years |
Home downpayment - Investment time frame: 3-5 years | Time-frame 3 to 5 years |
Home downpayment - Investment time frame: 5-7 years | Time-frame 5 to 7 years |
Income and growth portfolio | No change |
Income generation for retirees in 5% tax bracket | No change |
Income generation for retirees in the 20-30% tax bracket | No change |
Investment time frame: 1-3 years | No change |
Investment time frame: 3-5 years | No change |
Investment time frame: 5-7 years | No change |
Investment time frame: less than a year | No change |
Investment time frame: over 7 years | No change |
Legacy/Growth portfolio | Time-frame 5 to 7 years |
Passive investing with equity ETFs | No change |
Passive investing with index funds | No change |
Portfolio for US/Canada NRIs | No change |
Regular Income portfolio | No change |
Retirement portfolio - Investment time frame: 5-7 years | Time-frame 5 to 7 years |
Retirement portfolio - Investment time frame: over 7 years | Time-frame greater than 7 years |
Short-term portfolio - Investment time frame: 1-3 years | Time-frame 1 to 3 years |
Short-term portfolio - Investment time frame: less than 1 year | Time-frame less than 1 year |
Tax-saving portfolio | No change |
The ultimate wealth-building portfolio | Time-frame greater than 7 years |
Vacation portfolio - Investment time frame: 1-3 years | Time-frame 1 to 3 years |
Vacation portfolio - Investment time frame: less than 1 year | Time-frame less than 1 year |
Wedding portfolio - Investment time frame: 3-5 years | Time-frame 3 to 5 years |
Wedding portfolio - Investment time frame: 5-7 years | Time-frame 5 to 7 years |
Wedding portfolio - Investment time frame: over 7 years | Time-frame greater than 7 years |