Comments on: Inheritance: how do I deal with it?

By: Vikas Bansal

Vikas Bansal — Tue, 07 Aug 2012 03:18:24 +0000

I am in the similar situation. In search of a solution, I hit upon this site (a good one). However, seeking a guidance.

In the above example, which of the following is better assuming that the money is for retirement.
a) Invest the above corpus in an Index fund (Franklin Templeton BSE Sensex Plan), or
b) Park the above corpus in a liquid fund and do a STP? or
c) Build a equity portfolio as suggested in the post http://www.subramoney.com/2012/07/how-much-can-you-lose-in-equity/, or
d) Buy a pension plan (Templeton pension plan or UTI pension plan)
e) Invest the money in a debt fund and start a SIP

Thanks in advance for help.

Regards,
VIkas.

By: Sachin

Sachin — Fri, 20 Jul 2012 09:07:05 +0000

I wish!

Oh, how I wish!

Subra Sir, you have taken me to a fantasy land!

Now I will spend some time imagining about what to do with this hypothetical inheritance. Feels good.

This is nice problem to have

By: Sachin

Sachin — Fri, 20 Jul 2012 09:06:39 +0000

I wish!

Oh, how I wish!

Subra Sir, you have taken me to a fantacy land!

Now I will spend some time imagining about what to do with this hypothetical inheritance. Feels good.

This is nice problem to have

By: Mira D

Mira D — Fri, 20 Jul 2012 06:27:14 +0000

Good one.
Liked the balanced fund concept. Smart.
this was v helpful cause I am the PPF nominee on largish funds and after paying off obligatories am not too sure what to do– so thank you, sir.

By: Dr M Chandrashekhar

Dr M Chandrashekhar — Fri, 20 Jul 2012 01:50:23 +0000

Good post, Subra. I inherited a flat & around 12 Lacs cash. I used the cash for my son’s UG Education in US. The Flat is on rent in Chennai.