- Review of your 'existing' mutual fund portfolio (both equity and debt funds)
- Analysis based on category-wise holding
- Portfolio concentration and risk analysis
- Final View & Recommendations (BUY/HOLD/REDEEM)
- Consolidating your MF portfolio
- Action plan for fresh investments
- Strategizing your portfolio as per your broad based risk appetite and investment time horizon.
Friday, September 23, 2011
Do It In Regular Basis
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