It is still a financial heavy portfolio within equity. Not sure why are so much inclined to investing into this sector leaving out tailwind sectors. It is time to slowly deploying the cash into these tailwind sectors as the market is playing out exactly what I said on March 13.
Also you can look at having some exposure to long tenure bonds for portfolio stability and steady stream of income. IMO the current yields are expected to further drop post RBI rate cut action.
Take informed decisions.
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