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- Hold a limited number of schemes which provide adequate diversification across market capitalization and investment styles
- There should be only 1-2 sector or industry concentration
- Hold the consistent performers, as opposed to the ‘flash in the pan’ performers
- The mutual funds should have a track record over various market cycles like bull and bear phases
- Finally, it should reflect your expectations and help you sleep peacefully at night.
- Buy / Sell / Hold recommendations on your existing portfolio
- A fresh portfolio that is suitable for you, constructed based on your requirement and risk profile
- We provide user id and password for every individual to avail the Mutual Fund Portfolio of diffrent AMCs under one single page.