Portfolio monitoring not only aligns investments with goals of clients, it also helps MFDs revisit investment portfolio and suggest incremental investments to reach financial goals.
Being mindful of certain parameters can make monitoring simple and more meaningful. To give you more clarity on this, Vidya Bala - Founding Partner & Head, Research and Product, PrimeInvestor, in conversation with S Gururaj, Assistant Vice President-Investor Education & Distribution Development, Aditya Birla Sun Life MF will share some practical advice on portfolio monitoring.
Vidya is a chartered accountant and has vast experience in market analysis. She was also associated with some of the well-known industry brands like FundsIndia and The Hindu Business Line’s Research Bureau.
Today’s episode looks quite promising as it will strive to address your investors’ concerns on some of the most relative 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 episode will be aired today i.e. 11 Aug 2021, Wednesday at 6:00 pm. Click here and save your seat now.
