A portfolio review is the evaluation of an individual’s investment portfolio to assess its performance, risk, diversification, and alignment with financial goals. It ensures the investments remain suitable based on the investor’s risk tolerance and objectives.
Investment Performance – Assess returns and compare with benchmarks.
Asset Allocation – Check balance across asset classes (stocks, bonds, etc.).
Diversification – Ensure spread across sectors, regions, and styles.
Risk Assessment – Analyze volatility, market exposure, and credit risk.
Cost Analysis – Evaluate fees and expenses for cost-efficiency.
Investment Strategy – Review the approach for continued relevance.
Tax Efficiency – Optimize to minimize tax impact.
Rebalancing – Adjust portfolio to maintain target allocation.
Ongoing Review – Monitor regularly to reflect changes in goals or markets.
Purpose:
To make informed decisions, improve investment outcomes, and ensure the portfolio stays on track with long-term goals.
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor – ARN-39299 | Date of initial registration ARN – 08-Apr-2006 | Current validity of ARN – 28-Jan-2026
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