Expert review of Mutual Fund Portfolio

Where & how to invest / Start on your path to

Give the proper alignment to your mutual fund portfolio based on your financial goals, goal term & risks associated with various schemes and markets.

3000+ Reviews done by Experts

Expert review of Mutual Fund Portfolio

Where & how to invest / Start on your path to

Give the proper alignment to your mutual fund portfolio based on your financial goals, goal term & risks associated with various schemes and markets.

3000+ Reviews done by Experts

home2024-06-11T08:01:51+00:00

Certified Mutual Fund Experts

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Sudipto Mahindar
License No ARN 365

Asset Under
management-

Rs.10+ Crores

testimonial-about-2

Sudipto Mahindar
License No ARN 365

Asset Under
management-

Rs.10+ Crores

testimonial-about-2

Sudipto Mahindar
License No ARN 365

Asset Under
management-

Rs.10+ Crores

How it works

Whether one has made a mutual fund investment in a direct or regular scheme into equities, debt, or any other asset class, we make it easy take a second opinion from experts online

  • 1

    Upload MF Portfolio

  • 2

    The Primary review

  • 3

    Book an online Consultation

  • 4

    Get an opinion note

How It Works?

Upload MF Portfolio

Whether one has made a mutual fund investment in a direct or regular scheme into equities, debt, or any other asset class, we make it easy to get a second opinion from experts online

The Primary review

One of our curated experts will perform a technical analysis of your portfolio, break the schemes into particular categories, and evaluate them based on reward-to-risk metrics that suit you to create a first-hand report for you.

Book an online consultation

Whether one has made a mutual fund investment in a direct or regular scheme into equities, debt, or any other asset class, we make it easy to get a second opinion from experts online

Get an opinion note

Whether one has made a mutual fund investment in a direct or regular scheme into equities, debt, or any other asset class, we make it easy to get a second opinion from experts online

testimonial-about-1

It is a long-established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English.

Arti Jain, Software Engineer
testimonial-about-1

It is a long-established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English.

Arti Jain, Software Engineer
testimonial-about-1

It is a long-established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English.

Arti Jain, Software Engineer

How you pay?

Stages, How Much you pay & Why you pay

STAGE 1

Rs.500

What & Why you pay for this stage?

You pay for the effort put in by the MF expert to do a detailed and technical review of the portfolio from the perspective of scheme composition and reward-to-risk dynamics and the creation of the custom report.

STAGE 2

Rs.1500

What & Why you pay for this stage?

Once satisfied with the first-hand review, you can book a consultation session with an expert. The money you pay is for the session and the expert notes you get post-session.

How you pay?

Stages, How Much you pay & Why you pay

Stages

stage 1

Upload the portfolio and get a First-hand review

stage 2

In-person consultation and expert note

How much you pay

Rs. 500

/per month

Rs. 1500

/per month

Why you pay

You pay for the effort put in by the MF expert to do a detailed and technical review of the portfolio from the perspective of scheme composition and reward-to-risk dynamics and the creation of the custom report.

Once satisfied with the first-hand review, you can book a consultation session with an expert. The money you pay is for the session and the expert notes you get post-session.

Mutual Fund Investment Playbook

Answer to all your questions

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