Free Portfolio Audit & Investment Review
Conducted by a Certified Financial Planner with over 15+ years of experience in investment planning, wealth management, and retirement planning.
Free Portfolio Audit & Investment Review
Most investors begin their investment journey with good intentions. SIPs are started based on suggestions from friends or relationship managers, mutual funds are selected online, insurance plans are purchased years ago, and advice is taken at different stages of life.
Over time, these investments continue without a clear structure. Portfolios gradually become scattered, risk levels change, and many investors lose visibility on how their money is actually working.
The real question is not how much you have invested — but whether your investments are working efficiently and in alignment with your long-term financial goals.
Our Free Portfolio Audit is a professional, no-obligation review designed to help you understand where you stand financially today and whether your current investment structure is suited for the years ahead.
Why Is a Portfolio Audit Important?
A portfolio does not fail because markets fluctuate. It fails when there is no structure, no alignment, and no periodic review.
Many investors:
- Are unaware of their actual asset allocation
- Take higher risk than necessary, or too little risk
- Hold overlapping investments without realising it
- Invest without linking money to specific goals such as retirement, wealth creation, children’s education, or lifestyle planning
A structured portfolio audit helps bring clarity, balance, and direction to your financial decisions.
What Happens During the Free Portfolio Review?
This session is purely informative and focused on awareness.
During the review, we help you understand:
- How your investments are allocated across equity, debt, gold, and other asset classes
- Whether your portfolio is diversified or over-concentrated
- If your investments match your time horizon and risk comfort
- Whether your portfolio supports long-term goals such as retirement planning
- Common investment mistakes that impact returns and risk
The intent is not to sell products, but to give you a clear picture of your financial position.
Who Should Consider This Portfolio Review?
This service is suitable for:
- Working professionals and business owners
- Families with investments across multiple platforms
- Investors planning long-term goals such as retirement
- High Net-Worth Individuals (HNIs) with complex portfolios
- Anyone seeking a second opinion from a trusted Certified Financial Planner
Good investment planning begins with clarity, irrespective of portfolio size.
Book Your Free Portfolio Review
If you are serious about investment planning, managing risk responsibly, and ensuring your portfolio supports your long-term financial goals, this session is a good starting point.
- Sessions are available by appointment only
- Limited slots to ensure quality discussions
