{"id":249038,"date":"2024-12-19T11:07:34","date_gmt":"2024-12-19T05:37:34","guid":{"rendered":"https:\/\/bosch.wealthhackers.in\/?post_type=product&p=249038"},"modified":"2026-04-08T14:34:54","modified_gmt":"2026-04-08T09:04:54","slug":"mf-portfolio-review-yearly-plan","status":"publish","type":"product","link":"https:\/\/bosch.wealthhackers.in\/index.php\/product\/mf-portfolio-review-yearly-plan\/","title":{"rendered":"MF Portfolio Review – Yearly Plan"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_padding=”0px||||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”100%” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_wc_breadcrumb _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_wc_breadcrumb][et_pb_wc_cart_notice _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_wc_cart_notice][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”100%” custom_padding=”0px||||false|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_wc_images _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_wc_images][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_wc_title _builder_version=”4.20.2″ header_font_size=”32px” header_line_height=”1.2em” custom_margin=”||21px|||” global_colors_info=”{}”][\/et_pb_wc_title][et_pb_wc_description _builder_version=”4.20.2″ global_colors_info=”{}”][\/et_pb_wc_description][et_pb_wc_rating product=”235683″ _builder_version=”4.20.2″ global_colors_info=”{}”][\/et_pb_wc_rating][et_pb_wc_price _builder_version=”4.20.2″ global_colors_info=”{}”][\/et_pb_wc_price][et_pb_wc_add_to_cart _builder_version=”4.20.2″ custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ custom_margin=”|||-16px||” custom_padding=”|20px||0px||” box_shadow_style_button=”preset1″ global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”#E02B20″ button_bg_enable_color__hover=”on”][\/et_pb_wc_add_to_cart][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”100%” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_wc_tabs _builder_version=”4.16″ global_colors_info=”{}”]\t\t\t\t\t[\/et_pb_wc_tabs][et_pb_wc_upsells _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_wc_upsells][et_pb_wc_related_products _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_wc_related_products][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":236957,"comment_status":"open","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"1. Comprehensive Portfolio Review:<\/strong>\r\n- 360-degree analysis of the client's existing mutual fund portfolio\r\n- Identification of any gaps or imbalances in the portfolio composition\r\n- Suggestions for potential changes or reallocation, if required\r\n\r\n2. Scheme Recommendations:<\/strong>\r\n- Evaluation of the client's investment objectives, risk profile, and time horizon\r\n- Recommendations on optimal mutual fund schemes to be included in the portfolio, either\r\nas additions or replacements\r\n\r\n3. Asset Allocation Guidance:<\/strong>\r\n- Sizing the client's mutual fund scheme allocation based on their risk appetite\r\n- Ensuring the portfolio is well-diversified and aligned with the client's financial goals\r\n\r\n4. Ongoing Support:<\/strong>\r\n- Providing additional guidance on the client's current portfolio or any new investment\r\ndecisions during the year\r\n- Addressing any queries or concerns the client may have regarding their investments\r\n\r\n5. Half-Yearly Review:<\/strong>\r\n- Conducting a mid-year review of the client's portfolio\r\n- Assessing the performance of the existing investments\r\n- Recommending any necessary adjustments or realignments to the portfolio","_et_gb_content_width":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"product_brand":[],"product_cat":[23],"product_tag":[],"class_list":{"0":"post-249038","1":"product","2":"type-product","3":"status-publish","4":"has-post-thumbnail","6":"product_cat-services","8":"first","9":"instock","10":"virtual","11":"purchasable","12":"product-type-simple"},"_links":{"self":[{"href":"https:\/\/bosch.wealthhackers.in\/index.php\/wp-json\/wp\/v2\/product\/249038","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bosch.wealthhackers.in\/index.php\/wp-json\/wp\/v2\/product"}],"about":[{"href":"https:\/\/bosch.wealthhackers.in\/index.php\/wp-json\/wp\/v2\/types\/product"}],"replies":[{"embeddable":true,"href":"https:\/\/bosch.wealthhackers.in\/index.php\/wp-json\/wp\/v2\/comments?post=249038"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bosch.wealthhackers.in\/index.php\/wp-json\/wp\/v2\/media\/236957"}],"wp:attachment":[{"href":"https:\/\/bosch.wealthhackers.in\/index.php\/wp-json\/wp\/v2\/media?parent=249038"}],"wp:term":[{"taxonomy":"product_brand","embeddable":true,"href":"https:\/\/bosch.wealthhackers.in\/index.php\/wp-json\/wp\/v2\/product_brand?post=249038"},{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/bosch.wealthhackers.in\/index.php\/wp-json\/wp\/v2\/product_cat?post=249038"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/bosch.wealthhackers.in\/index.php\/wp-json\/wp\/v2\/product_tag?post=249038"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}