Portfolio Review with Vijay Jaitish

This session is focused on analyzing your existing portfolio — mutual funds, stocks, or both.

We’ll break down:

1. Whether your portfolio is aligned with your goals
2. Over-diversification or unnecessary fund overlap
3. Risk level vs your actual comfort and time horizon
4. Underperforming or redundant investments
5. Simple, actionable improvements

You’ll walk away with clarity on what to hold, exit, or adjust.