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In this session, I will closely review your mutual fund portfolio, set financial goals and strategies to achieve them.

1. Conversion from Regular Funds to Direct Funds
2. Comprehensive Buy/Sell/Hold Advice
3. In-depth Analysis of Your Portfolio Compared to Index
4. Will show Historical Data Analysis to Validate Fund Performance
5. Personalized Risk Assessment and Management
6. Diversification Strategies to Optimize Returns
7. Tax-Efficient Investment Planning
8. Education on Market Trends and Their Impact on Your Investments