Mutual Fund Portfolio Review

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PersonalFN's Mutual Fund Portfolio Review service is a personalized portfolio review service designed to help mutual fund investors review and streamline their existing mutual fund portfolio. It helps subscribers to correct past investment mistakes and also suggests options more suitable for them.

Through this service, our investment advisor will provide personalized attention to you by reviewing your existing mutual fund investments, and also recommend the future course of action, so that you have less to worry about your future.

Mutual Fund Portfolio Review is backed by process driven selection of quality funds picked by the research team that has been researching and advising on mutual funds since 1999. The investment advisor will provide an unbiased report and independent opinion on your existing mutual funds to boost your portfolio performance. Your portfolio will be realigned as per your risk profile to help you meet your financial goals.

What is the goal of Mutual Fund Portfolio Review?

The goal of Mutual Fund Portfolio Review is to guide subscribers to correct their past investment mistakes immediately, and take better care of their future mutual fund investment decisions.

What does Mutual Fund Portfolio Review offer?

Mutual Fund Portfolio Review offers personalized attention to subscribers by reviewing thier existing mutual fund investments, and also recommending the future course of action. With well-analyzed recommendations, creating an optimal mutual fund portfolio becomes simple for subscribers.

Subscribers don't need to do a thing during the review process. The investment advisor will guide them step by step to solve all doubts and concerns. The advisor will recommend which funds to redeem immediately and which ones to hold on to and buy - with proper reasons for the recommendations - and how you must allocate the money that you receive from selling the non-performing funds.

Please do have a look at a sample report for Mutual Fund Portfolio Review Service HERE.

Who is the Investment Advisor For Mutual Fund Portfolio Review?

Ms Hiral Bhuta is the Investment Advisor and Person Associated with Investment Advice at PersonalFN. She is a Certified Financial Planner from a recognized institute and has a Masters in Commerce. She is also a qualified NISM certified Financial Advisor.

Ms Hiral understands the needs of the clients through proper data gathering process and is well versed with the technicalities of designing a suitable financial plan for them. She follows stringent process of risk profiling and suitability analysis while reviewing mutual fund portfolios and charts out proper asset allocation strategy for the clients depending on their needs.

Nevertheless, the investment advice you will receive from her will continue to be backed by views and suggestions coming from the experienced research team at PersonalFN. The fund recommendations are run through and approved by the research team before finalizing it for the clients.

What Is/are the criterion used to determine the heath of a portfolio?

At PersonalFN, we have always ensured that our advice is not driven by commissions, like it probably does for many other financial advisors. We have always remained unbiased and tried sincerely to recommend the 'right' mutual funds that fit our subscribers' investment needs.

That is why, our research team follows a time-tested fund selection process to identify such funds for our clients, where each scheme is tested on a host of quantitative and qualitative parameters. In fact, what we do is a deep analysis on the real worth of a mutual fund before advising our clients to buy or sell them.

This analysis includes Studying the mutual fund house's investment process and philosophy, the fund's long-term performance (at least for 5-10 years) across market cycles, performing risk reward analysis, judging investment strategy and portfolio concentration, strategic consistency and portfolio quality, Checking the fund manager's long term performance and overall experience, etc.

Why Should You Trust PersonalFN?

This is a very good question and failure to ask this is what leads investors to choose untrustworthy financial advisors, and thus make poor investment decisions. PersonalFN launched in 1999, is a Mumbai-based personal finance company with expertise in Financial Planning and Mutual Fund Research segments.

Over the years, PersonalFN has served numerous financially responsible individuals far and wide. And that's only because of the trust it gained from our valuable readers like you.

We at PersonalFN have always ensured that our investment advice is completely unbiased. It is not driven by commissions, like it probably does for many other financial advisors.

I want to know more about Mutual Fund Portfolio Review. How should I proceed?

You can write to us with all your queries and we will be delighted to assist you. Alternatively, you can call us on +91-22-61361200 between 10 am to 6 pm from Monday to Friday, and 10 am to 2 pm on Saturdays.

How can I have my funds portfolio reviewed?

We are delighted that you want to avail the Mutual Fund Portfolio Review service! We assure you our investment advisors will leave no stone unturned to ensure you have a healthy portfolio.