20: 020 - Mohit Beriwala - CEO of Shree Rama International & founder of Shree Rama Managers

“Target Maturity funds help us plan our finances better. A target maturity fund will allow investors a simple and easy way to manage savings – (you) can invest in govt and public sector debt funds, bonds with a fixed maturity, and in sachet size.  If I invest in such a fund, I can reduce my taxes by getting indexation benefits (for an investment above 3 years). It’s a smarter investment option like a buffet. It also helps with liquidity, because I can withdraw in multiples of Re 1.”  Mohit Beriwala is the CEO of Kolkata based financial advisory firm Shree Rama International and founder of Shree Rama Managers, a SEBI registered portfolio management service. In this episode of The Moneywise Podcast, Mohit explains the relevance of Target Maturity funds as an effective investment option and introduces us to the benefits provided to an investor.