When did you first start thinking of investing in mutual funds? For most of us, it’s well-meaning advice from friends or family or maybe an intriguing advertisement which sparks the curiosity.

You find an investment agent or firm when you’ve made your mind. Ever noticed that they seem to push some mutual funds very aggressively? Is that investment always in your best interests?

If your mutual fund portfolio is not geared to nurture 'your' financial goals….it's failing.

If it disappoints you when you are on the brink of a major financial decision….it’s unsatisfactory.

If you aren’t able to pinpoint non-performing funds….your strategy is unsound.

You wouldn't risk visiting a quack for a major ailment, would you? Then why assume a huge risk on such an important financial investment?

For the cost of a dinner in a fancy restaurant, you can get the health of your portfolio checked and remedied by experts.

What do I get from this service?

  • A detailed customized report that dissects your portfolio and provides unbiased recommendations
  • A scratch-to-finish health check of your mutual fund portfolio to strengthen it and provide the right mix of investment recommendation customized exclusively for you
  • A varied scope of recommendations that include evaluating each of your mutual fund holdings and SIP’s coupled with fresh investment advice to meet your investment objective
  • Actionable guidance that takes into account your risk appetite and investment time horizon
  • Analysis of your portfolio concentration based on category-wise holding and risk analysis
  • A broad range of mutual fund advice spread across Equity, Debt and Gold
  • A family-oriented approach that also covers the portfolio of your spouse and kids A simplified report explanation provided through phone/email or skype by an expert who handles all queries before finalization

If required we explain the process of execution if you wish so.

Who is this service for?

A mutual fund investment is a prudent one for the savvy investor at any stage of his life. Whether you are starting a family with some major milestones planned or a retiree looking to draw income from investments, it’s an apt decision to invest in mutual funds, provided you know what you are doing.

Our highly acclaimed Mutual Fund Portfolio Review Service is meant for you if you belong to any of the following categories:

  • Someone with an established portfolio seeking better performance
  • One who is not sure about his / her existing mutual fund portfolio
  • Someone who is new to mutual funds and is looking to build a robust portfolio
  • People who want to invest according to their risk appetite, so that market fluctuations don’t affect their sleep
  • Savvy investors who need reassuring and customized expert advice for their portfolio

How do I benefit from expert guidance?

Remember that while mutual funds diversify your investments, you still need to be extremely careful while making your picks. Whatever be your choice of mutual funds, a combination of both, the risks associated with these markets still remain with you.

Whether your portfolio should be heavyweight on equities or debt or should you look at only hybrid funds?

Small cap, mid-cap or large cap: which kind of equity mutual fund should you opt for at a given time?

Ultra-short term, short term or long term: which is the potential debt mutual fund suitable for you?

Sounds Complicated.

Here’s where you need an expert:

Equity and debt funds are sensitive to macroeconomic factors. Events taking place in local and international economies, currency and interest rate fluctuations, inflation and the performance of a company are some of the factors that impact stock prices and debt indices.

Do you have the time and expertise to analyze these trends for individual companies on a daily basis?

Are you informed about the liquidity risks involved in the fund you have invested in?

Do you actively track emerging interest rates which play a huge role in the volatility of debt funds?

Unless you are a fund manager or investment expert yourself, it is humanly impossible to multi-task so much while juggling your existing career and family. This is where we come in.

Mutual Fund research is the lifeblood of our business. Our team of experts do the grunt work mentioned above and lay it in front of you in a simplified language, along with customized advice to make your portfolio more efficient in terms of your goals.

Our Process

  • A detailed, review report is delivered.
  • A fully simplified explanation of this review report
  • All queries addressed during the call
  • If necessary, execution guide is provided by our team of experts

Every mutual fund we review passes through these stringent analytics:

  • A deep study of the mutual fund house’s investment process and philosophy
  • A microscopic analysis of its long-term performance across market cycles
  • A review of the fund manager’s long-term performance and his overall work experience

Take this one simple step to possess a strong mutual fund portfolio

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