What is Portfolio review?
Portfolio review is to periodically appraise that your investments are still in line with your goals, investment horizon, financial situation, and risk tolerance.
Your portfolio may contain the best stocks, average stocks and worst stocks. Due to market conditions, some of your investments will do well at times, while others will not. It is therefore essential to review your investments from time to time and rebalance the portfolio as required.
When the markets are running up in a bull phase or certain stocks in your portfolio are doing well, it is easy to go astray and enjoy maximum returns while they last. However, do remember that markets are cyclical in nature, so what goes up will come down eventually.
What is rebalancing of Portfolio?
Rebalance your portfolio to restore its original asset allocation to meet your financial goals and to maximize returns. Portfolio must be monitored and rebalanced periodically to achieve the optimum risk-return proportion in alignment with your long-term financial goals.
What must you do?
Get your portfolio reviewed by FunTech to get a fair idea about the continued suitability of staying invested in your stocks. If a stock has been continuously underperforming its benchmark and peers, you need to exit the fund and look for appropriate alternatives.
Asset allocation helps you reduce risk through diversification and in the long run it has proven to be one investment strategy that helps you achieve your financial goals.
What is the fee for it?
The fee is subject to change based on the size of your portfolio. Please email your portfolio to firstname.lastname@example.org and we will get back to you with an official quotation.
OUR FEE WILL BE LESSER THAN THE BROKERAGE FEE THAT YOU PAY PER ANNUM.