u/Deep-Combination7828

INVESTMENT ADVISE

Hi All,
To give a context - I am M/32, based in Dubai since last 3 years earning AED 33K/PM. I am saving approx. INR 5 Lacs (AED 19000) per month after every expenses. My wife is not working currently and we have no kid.
I want to plan my investments in such a way that I can retire by 40 and move back to India. I have a figure of INR 10CR in mind when I move back. Is this figure achievable and are my savings up to the mark to achieve this number.
My portfolio is as per below.

  1. INR 26.5 Lacs in Equity and MF (99% in MF and 1% in Equity)
  2. Purchased a 2BHK in my Hometown on Loan which is paid already worth 85 Lacs at present rate (Rented but rent goes to parents as small token of gift)
  3. Gold worth INR 40 Lacs which I gifted to my wife during our marriage
  4. Cash in AED (300K)= INR 78 Lacs currently in FD in UAE (Giving 6.25% return on Monthly basis plus currency appreciation of 4% per year on average makes it 10.25-10.5% PA

We plan to move to bigger house by end of this year but my salary increment will cover incremental costs.

Apart from this I have done INR 20 Lacs expense during my marriage and another 10 Lacs for my brother's marriage but I believe this is not relatable.

I want to know whether

  1. How to invest these 5 Lacs per month (Currently have SIP of INR 1.2 Lacs/ PM in MF)
  2. Should I keep funds in AED or move the same to India and invest in Indian Equity Markets/ Real Estate

We have no further commitments as my parents are not dependent on us and neither my in laws.

Thanks for reading - Please let me know your thoughts

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u/Deep-Combination7828 — 2 days ago