Portfolio review & Guidance - Fix your Mix with CA Ritik Agrawal, CFA

Know Exactly Where You Stand

Most investors have no idea if their portfolio is actually working for them. They hold funds they picked years ago, stocks they haven't reviewed since buying, and a mix that may no longer match their goals or risk appetite.

This 1-on-1 session is a clear-eyed, honest review of your existing Mutual Fund and Stock portfolio — no jargon, no sales pitch, no pressure to buy anything.

In 30 minutes, here's what we'll cover:

• Whether your current funds are performing, overlapping, or quietly dragging your returns
• If your portfolio matches your actual risk tolerance and timeline
• Stocks you should reconsider holding vs. ones worth staying with
• A clear action plan — what to keep, what to exit, what to consolidate

Who is this for? Anyone who has invested but hasn't had a proper review — whether you're salaried, run a business, or approaching retirement.

This is not financial advice. It's a structured conversation that helps you make better-informed decisions. I am not a SEBI registered analyst.