Portfolio Review
Regular evaluation to keep your investments aligned with goals — optimising returns over time.
"Markets change. Life changes. Your portfolio must too. Regular reviews are the difference between staying on track and silently falling behind your goals."
A Portfolio Left Unreviewed Slowly Drifts Off Course
Performance checked against benchmarks
I compare your funds against relevant benchmarks — not just absolute returns.
Asset allocation rebalanced
Markets shift your allocation over time. I bring it back in line with your intended split.
Life changes factored in
Salary increase, new goal, changing timeline — your plan adapts at every review.
What Happens at Every Review
A structured half-yearly process to keep your entire financial plan on track.
01.
Progress Tracking
We look at how your portfolio has grown and ensure your money is working hard to meet your long-term expectations.
02.
Portfolio Health Check
A routine check-up to ensure every part of your plan is healthy and remains the best fit for the current economic landscape.
03.
Balance Optimization
We make small, smart adjustments to keep your plan steady, making sure your investments stay exactly where you need them to be.
04.
Goal alignment check
Are your investments still tracking toward each of your financial goals?
05.
Life change assessment
Factor in salary changes, new goals, or shifting timelines.
06.
Written review summary
A clear, written summary of what changed, what was done, and why.
Simple, Transparent Pricing
Portfolio Review is included in the comprehensive financial plan — no separate charge per service.
Renewal from Year 2: ₹7,500 + GST
Single Parent / Senior Citizen
₹12,000
+ Applicable GST
Annual fee · One-year support
- Cashflow and Net worth Analysis
- Family budget Analysis
- Risk profiling
- Life and Health Insurance Planning
- Emergency fund Planning
- Child Education / Marriage Planning
- Retirement Planning
- Goal Based Planning
- Tax Planning
- Debt Management
- Asset Allocation Based on Goals
Includes full financial plan — insurance, investments, retirement & more.
Indian Resident
₹15,000
+ Applicable GST
Annual fee · One-year support
- Cashflow and Net worth Analysis
- Family budget Analysis
- Risk profiling
- Life and Health Insurance Planning
- Emergency fund Planning
- Child Education / Marriage Planning
- Retirement Planning
- Goal Based Planning
- Tax Planning
- Debt Management
- Asset Allocation Based on Goals
Includes full financial plan — insurance, investments, retirement & more.
Turning Chaos into Clarity
Book your free 30-minute discovery call. No obligation. No sales pitch. Just honest advice.