1 Single Session Of "Portfolio Health CheckUp" with Dharmesh Joshi

Portfolio Health Checkup — 1:1 with Dharmesh Joshi (NKB Research)

Not sure if your investments are actually working for you? Get a straight, no-jargon review of your portfolio from a Charted Wealth Manager & CWM NISM certified.

In this 30-minute 1:1 session, I'll review your mutual funds, SIPs, and overall asset allocation and tell you:

• Where you're overexposed or under-diversified
• Which funds are eating your returns through high expense ratios or overlap
• Whether your portfolio actually matches your goals and risk appetite
• 2–3 clear, actionable next steps — no vague advice, no product pitching

Who this is for: Anyone investing via mutual funds/SIPs, SIF , PMS and AIF who wants a second opinion before making their next big financial decision.

What to bring: Your latest CAS/portfolio statement and a one-line note on your main financial goal (retirement, house, child's education, etc.)

I run NKB Research, a wealth management practice managing client portfolios across MF, SIP, SIF, PMS, AIF and Insurance — this session is a genuine health check, not a sales call.