Old portfolio name
|
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 |