Timely reviews of mutual fund investment portfolio can help you make improvements and align investment with changing needs and economic situation of investors.
To help investors learn simple tips to monitor mutual fund investment portfolio, the upcoming episode of ‘Smart investing’ will host Vidya Bala - Founding Partner & Head, Research and Product, PrimeInvestor. She will be in conversation with K.S. Rao - Head Investor Education & Distribution Development, Aditya Birla Sun Life MF to share some practical tips on how to monitor an investment portfolio.
Vidya is a chartered accountant having extensive experience in market analysis. Before PrimeInvestor, she has worked with reputed brands like FundsIndia and The Hindu Business Line’s Research Bureau.
Your clients will benefit from the upcoming episode, as it will address some of the most relevant 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
The session is scheduled for 11 Aug 2021, Wednesday at 6:00 pm. You can click here to know more and register.
