Mutual Fund Portfolio Assessment
Mayank Bansal
Financial Health Check & Portfolio Review
Are your investments aligned with your financial goals?
This service is designed to help you understand your current financial position through a structured review of your finances and mutual fund portfolio.
What's Included?
✔ Financial Health Assessment
✔ Net Worth & Cash Flow Analysis
✔ Risk Profile Assessment
✔ Mutual Fund Portfolio Review
✔ Asset Allocation & Diversification Analysis
✔ Fund Overlap Analysis
✔ Portfolio Analytics (including parameters such as rolling returns, Sharpe Ratio, Alpha, Beta, Standard Deviation, Expense Ratio and other relevant metrics)
✔ Goal Alignment Review
✔ Insurance Coverage Review
✔ Personalized Financial Health Report
✔ 60-Minute One-to-One Online Discussion
How It Works
Step 1: Book your session.
Step 2: Complete a detailed financial information form and upload your latest CAS/portfolio statement.
Step 3: Within 3 business days, I'll prepare your personalized financial health and portfolio assessment report.
Step 4: We'll have a 60-minute online discussion to explain the findings, answer your questions, and discuss practical next steps.
Documents Required
- Latest CAS (Consolidated Account Statement)
- Investment Statements (if applicable)
- Income & Expense Details
- Loan Details (if any)
- Insurance Policy Details
Best Suited For
- Salaried Professionals
- Business Owners
- Mutual Fund Investors
- Individuals seeking a structured review of their financial position