Purpose:

"Find out if your mutual funds are aligned with your goals, or just scattered over too many funds without a plan."

Who this is for:

Mid to senior-level professionals with a meaningful investable surplus — whether you already hold mutual funds that have never been properly reviewed alongside your goals, or you're sitting on savings/FDs and ready to start investing seriously for the first time.

What's included (mutual fund portfolio only)

✅ Existing investors: Full review of your current mutual fund holdings, one by one

✅ First-time investors: Fund category and structure recommendations built around your goals, from scratch

✅ Your funds (existing or proposed) mapped against your stated goals — flagged where they don't fit

✅ A quick risk-fit check — does the fund mix match your comfort with risk

✅ Existing investors: duplication & over-diversification flagged

✅ Existing investors: underperforming or unsuitable funds called out by name

✅ A concise Portfolio Audit Report — one page, no filler

✅ Top 5 Actionable Fixes — what to switch, hold, add, or start with

✅ A 1-on-1 Clarity Call to walk through the report and answer your questions

What's NOT included

Debt/liability review, emergency fund planning, income-expense analysis, Net worth analysis, tax optimization, insurance, real-estate review, estate planning, or a full financial health check — that's what 360° Portfolio Management Service covers.

Pricing:

Actual Price: ₹7,999

Special Monthly early-bird Offer ₹4,999 — for the first 8 bookings each month. Price reverts to ₹7,999 for the remainder of the month once the 8 slots are filled; the discount resets on the 1st.

Timeline:

1. Questionnaire within 48 hours of booking.
2. Report + Clarity Call within 10 working days.

Our Commitment

We aim to deliver your Portfolio Audit Report and Clarity Call within 10 working days of receiving complete information from you. If anything needs clarification along the way, we'll flag it immediately so there are no surprises on timing.

📩 Book your slot