Mutual Fund Portfolio Advisory
Thousands of Funds, New Launches Every Day—Navigate the Noise with Expert Guidance
What your portfolio is likely sufering from:
Di'wors'ified insead of diversified - too may funds, schemes, types diluting the focus
Chasing the popular and not the relevant
Depending upon advice from friends, family and finfluencers
Hidden commission payouts from your mutual fund portfolio leaving you poorer
Advisory Service
Our Mutual Fund Portfolio Advisory service is designed to cut through the noise and provide you with a clear, strategic path forward. Here’s how we do it:
OUR APPROACH
Take control of your current portfolio with a detailed review. We identify gaps, fine-tune fund selections, and optimise your strategy to ensure your investments are working effectively for you.
Mutual Fund Portfolio Review
Is your current mutual fund portfolio working for you?
Frequent new fund launches and evolving market conditions can distract you from your financial goals, leading to an underperforming portfolio or unnecessary risks. Our Mutual Fund Portfolio Review service helps you reassess your investments by evaluating the strengths and weaknesses of your current portfolio and offering actionable recommendations to optimise it.
Comprehensive Assessment: We analyse your existing mutual funds, identifying which ones align with your financial goals and which may be holding your portfolio back.
Risk and Return Alignment: We ensure that your portfolio matches your risk tolerance and desired returns, making adjustments where necessary to improve performance.
Diversification Check: We examine whether your portfolio is diversified strategically, avoiding unnecessary overlap between funds and preventing “diWORsification” (the mistake of spreading investments too thinly, leading to diluted returns and inefficiency).
Rebalancing and Integration: We suggest rebalancing strategies and integrate your ongoing cash flows to maintain an optimal portfolio balance over time.
By reviewing and refining your existing investments, we ensure that your portfolio is on track to meet your long-term objectives.
Our advisory fees are structured to reflect the
value and expertise
We offer clear, competitive pricing with no hidden fees
Up to ₹50 lakhs | ₹25,000 |
₹50 lakhs to ₹1 crore | ₹50,000 |
₹1 crore to ₹2 crores | ₹75,000 |
₹2 crores to ₹5 crores | ₹1 lakh |
Over ₹5 crores | ₹1.25 lakh |
18% GST applicable
Up to ₹50 lakhs portfolio: ₹30,000 + GST
Rs. 10,000 + GST for every additional 50 lakhs portfolio.
Whether you’re looking to fine-tune your current portfolio or build a new one, our expert guidance ensures your investments are always working in your best interest.
Frequently asked questions
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Your portfolio might be suffering from "di'wors'ification"—holding too many funds, schemes, or types that dilute focus and performance. You could also be chasing popular funds rather than those that align with your specific goals. Additionally, relying on advice from friends, family, or influencers could lead to poor investment choices.
We provide expert guidance to create a focused, goal-oriented portfolio. Our approach ensures that your investments are relevant to your objectives, cutting out unnecessary funds and avoiding the common mistake of chasing trends. We eliminate guesswork and ensure your money is strategically allocated for long-term success.
Yes, we assess your current mutual funds and integrate them where suitable, ensuring they align with your broader financial strategy. This helps your investments continue working efficiently without compromising your overall goals.
Our service is completely transparent, and we offer unbiased advice free from hidden commissions or conflicts of interest. This ensures that your money is working for you, not for fund providers.
We periodically review and rebalance your portfolio to keep it aligned with your financial goals. This ensures your portfolio stays focused, diversified, and optimised to manage risk and improve returns.
FAQ's
Let's Connect
Don’t let the complexity of mutual fund offerings confuse you and let your money stagnate. Start your conversation today with us to build a focused portfolio that enables your financial goals with returns that don’t cost you your peace of mind.
Vipin Khandelwal is a SEBI Registered Investment Adviser with Registration no. – INA000003643 (Oct 14, 2015 to Perpetual); BASL Registration no. - 1517 Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Investment in securities market is subject to market risks. Read all the related documents carefully before investing.
See our SEBI Disclosures