Get a Professional
Portfolio Review
Ensure your investments are on the right track with expert portfolio reviews. Identify risks, rebalance assets, and maximize long-term growth.
Avg. Portfolio Return 12%+
About
What is a Portfolio Review?
A portfolio review evaluates your current investments to ensure they align with your financial goals, risk tolerance, and market conditions.
- Assess portfolio performance
- Identify underperforming assets
- Rebalance for better returns
- Align with future goals
Review Areas
Key Components of Portfolio Review
Our detailed review covers multiple aspects of your investments.
Risk Assessment
Analyze your portfolio’s exposure to market and credit risks.
Performance Check
Compare returns with benchmarks and peers.
Rebalancing Advice
Adjust allocations to match your goals and risk appetite.
Tax Efficiency
Optimize investments for maximum tax savings.
Process
How Our Portfolio Review Works
A simple, transparent, and effective process.
Understand Goals
We begin by assessing your objectives and risk profile.
Analyze Current Portfolio
Detailed review of holdings, returns, and risks.
Recommend Adjustments
Provide rebalancing and investment suggestions.
Monitor & Support
Ongoing tracking and periodic reviews.
Direct vs Regular
Know the Key Differences
Direct Plans
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Investor manages everything on their own – from fund selection to portfolio review. -
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Lower expense ratio (no distributor commission). -
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Requires time, research, and confidence to manage on your own. -
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One-size-fits-all — no tailored advice or adjustments. -
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High chance of emotional decisions, panic exits, or inconsistency. -
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Around 40% of retail mutual fund assets are via direct plans.
Regular Plans
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Full support from a qualified MFD – from selection to rebalancing. -
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Slightly higher expense ratio (includes MFD commission). -
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MFDs handle documentation, tracking, and even KYC. -
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Investment is tailored based on goals and market conditions. -
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MFDs help maintain discipline during market volatility. -
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Nearly 60% of investors prefer Regular plans for expert guidance.
Numbers
Our Portfolio Review Impact
Figures reflect how clients improved their investment outcomes (illustrative).