A mutual fund portfolio review is an essential process of evaluating the performance of your funds by consulting an expert. This ensures you remain on the right path of building wealth for your future.

Our review services include:

1) Screening with a 10-step strategy:  A specific methodology for evaluating the funds in your portfolio. This involves considering factors like fund type, risk level, expense ratios, historical returns, and other relevant criteria.


2) Performance analysis: Assess each fund's performance against key performance indicators (KPIs). This could include metrics like annualized returns, volatility, risk-adjusted returns, and benchmark comparisons


3) Categorizing the portfolio: By labeling funds as "GOOD," "BAD," or "UGLY," we help simplifying the process for you. "GOOD" funds are likely those that have performed well, "BAD" funds might have underperformed, and "UGLY" could refer to poorly managed funds.


4) Recommendations for future investments: Get two exclusive scheme recommendations, So we are not just analyzing the current portfolio but also offering suggestions to improve it going forward.


5) Zoom meeting discussion: A 30-minute discussion online over Zoom is a great way to discuss and gives you enough opportunity to ask questions and seek clarifications if any.

So what are you waiting for? Get your mutual fund holdings reviewed today!