Mutual Fund Investments
Access equity, debt, hybrid, liquid and index funds from leading Indian fund houses, chosen to suit your goals, time horizon and risk profile.
Portfolio Review & Risk Profiling
Get a clear picture of your existing mutual fund portfolio, check that it still matches your risk profile and goals, and act on scheme updates in time.
Overview
Portfolios drift over time. Some funds grow faster than others, schemes change, and your own goals and risk appetite evolve. A regular review helps keep your investments aligned with what you need.
We assess your risk profile, look at your current mutual fund holdings, and discuss diversification, overlap and scheme performance with you. We then help you carry out any switches or rebalancing you decide on.
What you get
- Risk profile assessment to match investments to your comfort level
- Review of diversification across categories and fund houses
- Performance comparison against category peers
- Timely scheme reviews and switch suggestions
- Regular updates on market conditions relevant to your funds
How it works
- 1
Share your holdings
Bring your consolidated account statement (CAS) or fund statements.
- 2
Risk profiling
A short questionnaire helps us understand your risk appetite.
- 3
Review together
We go through allocation, overlap and performance with you.
- 4
Act on decisions
We help you complete any changes you choose to make.
Portfolio Review & Risk Profiling: frequently asked questions
What do I need for a portfolio review?
A recent Consolidated Account Statement (CAS), which you can download from CAMS, KFintech or the depositories, is usually enough to begin.
How often should I rebalance?
Many investors review once or twice a year, or when their allocation moves significantly away from their target. We discuss what makes sense for you.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.
Related services
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Goal-Based Financial Planning
Plan investments around real life goals like a home, your child's education or long-term wealth, with clear targets, time frames and regular reviews.
Retirement Planning
Prepare for a comfortable retirement. Estimate what you'll need, build your corpus through disciplined investing, and plan a regular income for later.
Ready to plan your investments?
Talk to the RWAKKA team. Your first consultation is free and comes with no obligation.