Portfolio Review & Rebalancing

Keep Your Portfolio Aligned with Your Goals

Review existing mutual fund investments periodically and rebalance the portfolio when required to keep it aligned with your goals, time horizon and risk profile.

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Define Goals

Identify clear financial priorities

Set Time Horizon

Know when funds will be required

Choose Solutions

Align investments with each goal

Review Progress

Monitor and update the roadmap

Why Review Your Portfolio?

Because Financial Goals and Market Conditions Change Over Time

A portfolio that was suitable when you started may not remain equally suitable forever. Changes in goals, income, risk profile, investment horizon or allocation may require a fresh review.

Review whether each investment is still connected with a defined goal.
Check concentration across schemes, categories and asset classes.
Identify duplication or unnecessary overlap within the portfolio.
Rebalance when allocation moves away from the intended structure.

What We Review

Key Areas Considered During a Portfolio Review

A review considers relevance, allocation, diversification, risk and progress—not returns alone.

Goal Alignment

Check whether current investments remain suitable for the intended goal and remaining time horizon.

Asset Allocation

Review the balance across equity, debt and other categories against the intended allocation.

Diversification

Assess whether the portfolio is diversified without becoming unnecessarily scattered.

Scheme Overlap

Identify schemes with similar mandates or exposure that may create duplication.

Risk Exposure

Check whether current portfolio risk remains suitable for your financial position.

Investment Progress

Measure progress towards the required goal amount and target date.

Our Review Process

A Clear 5-Step Portfolio Review Journey

We keep the process structured, transparent and focused on long-term suitability.

01

Collect Portfolio Data

List schemes, values, SIPs, purchase details and linked goals.

Review Goals

Reconfirm target amounts, timelines, priorities and financial changes.

Analyse Allocation

Assess category mix, diversification, overlap and risk exposure.

Identify Changes

Determine whether holdings, SIP amounts or allocation require modification.

About Us

At MFGuide, we believe that wealth is created through disciplined investing, informed decisions, and long-term commitment. As an AMFI Registered Mutual Fund Distributor, we are dedicated to helping individuals and families achieve their financial goals with personalized investment solutions.

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Contact Us

+91 9326163239

asitdash.licdirect@gmail.com

Sai prasad arcade 1102 Sector 7, Kamothe Navi mumbai 410209

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor – ARN-40750 | Date of initial registration – 00 APR 0000 | Current validity of ARN – 2/01/2027

Grievance Officer- Mr. ABCD | asitdash.licdirect@gmail.com