60-min Portfolio Review & Rebalancing Plan

Struggling with too many holdings or unsure about your portfolio’s risk and returns? Book this 1-on-1 session to get a clear, actionable roadmap to optimize your investments!

What you’ll get:

• A deep dive into your current portfolio (stocks, mutual funds, ETFs, etc.)
• Personalized analysis of diversification, sector allocation, and risk exposures
• Identification of underperforming or high-risk assets
• A simple, practical rebalancing strategy based on your goals and risk tolerance
• Answers to your most pressing questions about portfolio management
• A PDF report summarizing my main recommendations sent within 24 hours of the call

Who is this for?

• Investors with ₹50k–₹50 lakh+ portfolio size
• Anyone unsure if their investments suit their goals
• Busy professionals wanting an easy-to-follow strategy
• Beginners and experienced investors welcome!

What you need to share before the call:

• Your up-to-date portfolio holdings (by e-mail or Google Sheets)
• Your financial goal (retirement, home, education, etc.)
• Risk comfort level (conservative, balanced, aggressive)