Portfolio Review & Switching
Portfolio Review & Switching helps investors evaluate their existing mutual fund investments and make changes when required, based on financial goals, risk profile, and market conditions, in line with AMFI guidelines.
✅ Our Portfolio Review Services
We assist you with:
* Review of existing mutual fund holdings
* Alignment with financial goals & time horizon
* Risk assessment based on investor profile
* Identifying underperformance or overlap
* Guidance on rebalancing, if required
🔄 What is Switching?
Switching refers to moving investments from one mutual fund scheme to another, within the same fund house or across fund houses, based on:
* Change in financial goals
* Risk appetite changes
* Time horizon adjustments
* Portfolio rebalancing needs
👉 Switching is suggested only when it is suitable for the investor.
🧭 As per AMFI Guidelines
* Portfolio review is done based on investor suitability
* No assurance or guarantee of returns is provided
* Past performance is not the sole criterion for recommendations
* Switching is not done frequently and only when justified
* Investor consent is taken before any action
⚠ Important Points to Note
* Mutual fund investments are market-linked
* Switching may have tax implications
* Exit loads may apply in certain schemes
* Long-term goals are given priority over short-term movements
👥 Who Should Opt for Portfolio Review?
* Existing mutual fund investors
* Investors nearing financial goals
* Those with multiple or overlapping funds
* Investors wanting goal-based alignment
⭐ Why Choose Us?
✔ AMFI-guided, suitability-based approach
✔ Transparent explanation of review outcomes
✔ Focus on long-term goals
✔ Investor-first advisory mindset
👉 Review, rebalance, and realign your investments responsibly.
⚠ Regulatory Disclaimer
Mutual fund investments are subject to market risks. Please read all scheme related documents carefully before investing.
Past performance is not indicative of future returns. Portfolio review and switching are carried out based on investor suitability and consent, in line with AMFI guidelines.