Do you currently have a mutual fund portfolio that is not perfect for you?
Are you saddled with funds that are not performing to your expectations?
Do you find it difficult to assess which mutual funds should be in your portfolio and which ones you should get rid of?
Our expert Research Team suggests that you should consider the following parameters to ensure that your portfolio continues to build wealth for you:
- Hold a limited number of schemes which provide adequate diversification across market capitalization and investment styles
- There should be no sector or industry concentration
- Hold the consistent performers, as opposed to the ‘flash in the pan’ performers
- The mutual funds should have a track record over various market cycles like bull and bear phases
- Finally, it should reflect your expectations and help you sleep peacefully at night.
With over a decade of experience researching mutual funds, and track records of recommendations that speak for themselves, PersonalFN’s Mutual Fund Portfolio Service will provide you with the best advice for the health of your investments.
Under this one-time, personalized service, you will receive:
- Buy / Sell / Hold recommendations on your existing portfolio
- A fresh portfolio that is suitable for you, constructed based on your requirement and risk profile
To avail of this service and avail honest, expert and unbiased recommendations, all you need to do is Contact Us.
Contact Us NOW!