A timely portfolio review helps in efficient rebalancing for achieving the desired financial goals.
In the upcoming episode of Smart Investing, Vidya Bala - Founding Partner & Head, Research and Product, PrimeInvestor, in conversation with K.S. Rao - Head Investor Education & Distribution Development, Aditya Birla Sun Life MF will share some simple yet effective tips to monitor an investment portfolio.
A Chartered Accountant by qualification, Vidya holds extensive experience in market analysis. She has worked with some of the renowned industry names like FundsIndia and The Hindu Business Line’s Research Bureau, amongst others.
Your clients will highly benefit from this session, as it promises to cover some pertinent topics like:
- The key elements of portfolio monitoring
- The ideal frequency and time for monitoring
- Identifying signs that indicate whether you should stay or exit
- Monitoring across various asset classes and different time horizons
- Identifying the right benchmark for portfolio analysis
‘Smart investing’ - an IAP webinar series, is specially curated by Aditya Birla Sun Life Mutual Fund and Cafemutual to help your clients make informed choices and identify their behavioural biases. It will also make them ready to engage in more confident and meaningful conversations with you.
The session will go live on 11 Aug 2021, Wednesday at 6:00 pm. You can click here for more details.
