Mutual Fund Portfolio Review & Strategy with Ronak Prajapati

Not sure whether your mutual fund portfolio is actually working towards your goals?

In this 60-minute 1:1 session, we'll look at your existing mutual fund portfolio and discuss how well it fits your goals, investment horizon and risk.

We'll cover:

• Your current mutual fund holdings

• Fund and category overlap

• Portfolio concentration and diversification

• Your current SIPs and investment amounts

• Investment goals and time horizon

• Risk and volatility

• Funds that may need further review

• How to think about improving your overall portfolio structure

The goal isn't to chase the fund with the highest recent return. It's to understand why you own each fund and what role it plays in your portfolio.

Where appropriate, I'll also discuss mutual fund options that you can consider based on the information we discuss.

If you decide to invest through me, I can assist you with the investment process as an AMFI-registered Mutual Fund Distributor.

AMFI ARN: 315982

Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing.