MF Portfolio Review – Yearly Plan

1. Comprehensive Portfolio Review:
- 360-degree analysis of the client's existing mutual fund portfolio
- Identification of any gaps or imbalances in the portfolio composition
- Suggestions for potential changes or reallocation, if required

2. Scheme Recommendations:
- Evaluation of the client's investment objectives, risk profile, and time horizon
- Recommendations on optimal mutual fund schemes to be included in the portfolio, either
as additions or replacements

3. Asset Allocation Guidance:
- Sizing the client's mutual fund scheme allocation based on their risk appetite
- Ensuring the portfolio is well-diversified and aligned with the client's financial goals

4. Ongoing Support:
- Providing additional guidance on the client's current portfolio or any new investment
decisions during the year
- Addressing any queries or concerns the client may have regarding their investments

5. Half-Yearly Review:
- Conducting a mid-year review of the client's portfolio
- Assessing the performance of the existing investments
- Recommending any necessary adjustments or realignments to the portfolio