MF Portfolio Analysis

An in-depth analysis of your current MF portfolio

Get rid of the non-performing MF schemes, and instantly start earning more returns without investing a rupee more!

MF Portfolio Analysis

Why do you need this service?
  • Get rid of the non-performing MF schemes from your portfolio
  • Get recommendations on alternate MFs that can generate much better returns
  • Start earning higher returns from your MF portfolio – without investing a single additional rupee!

Over time, you might have invested in and accumulated many MF schemes. You would have purchased them based on your research, based on your MF agent’s advise, or by following “tips” from TV channels / newspapers / friends.

Purchasing these MF schemes might have been a good choice at that time. But how are these schemes performing now? Are they beating their benchmark? Are they ahead of their category averages? Would they be performing well going forward?

You need to do this analysis periodically, so that you can remove non-performers from your portfolio and replace them with winning MF schemes.

Get more out of your hard earned money!

 

What Does “MF Portfolio Analysis” Offer?
  • Get accurate buy / hold / sell recommendation for the MF schemes you hold based on their market performance and potential performance
  • Get names of MF schemes you should be investing in to generate better returns (if the recommendation for any of your schemes is “sell”)
  • Get your MF portfolio judged for concentration risk (too much investment in similar schemes)
Get your MF portfolio analyzed by an expert now – get better performance out of your portfolio with minimal effort on your part!

 

How frequently should you get your MF portfolio analyzed?

Ideally, the MF portfolio should be analyzed once every year. At the least, it should be done once every 1.5 years.

Anything longer than that would mean that you run a risk of having non-performing MF schemes in your portfolio. Why do that, when you can be getting more returns out of the same amount of money by just adjusting your portfolio?

 

Why should you not follow your MF agent’s advise?
Why should you pay for a service that is available “free”?

You might be getting advise from your MF agent about selling some MF scheme, and investing in some other. So, why should you pay me for this service?

Just think about your agent’s motivation, and mine. Of course, there are good MF agents and advisors out there. However, their number is small. Here are the risks you face when you listen to your MF agent’s advise:

  • He might ask you to buy a particular MF scheme just because he gets more commission from it!
  • He might ask you to sell units of a particular MF scheme just so that he can “advise” you to buy something else – because only new purchases give him commissions!
  • He might “advise” you to purchase units of an NFO (New Fund Offering) – MF scheme that has no track record, but which gives him a hefty commission!

As you can see, the service of most MF advisors and agents is not really “free” – it costs you in terms of lesser returns!

Are you sure you want to take this risk with your money?

On the other hand, I earn solely from you – the fee that you pay me is the only way I earn money from this service. So, when I ask you to buy or sell units in some MF scheme, I am thinking about YOU and your best interest. I am not thinking about my commission, because I don’t get any!

So, get your MF portfolio analyzed by an expert by paying a small fee, and get great performance in return!

 

“Excellent service, great insights and good value for money! I would recommend this service for anyone who blindly follows popular website MF suggestions.

SIP is THE best way, and with proper analysis like this, all my goals are achievable! Thanks Raag!”

Vignesh Eswara Prasad

 

The Process

Once you purchase this service, I would contact you through email, and get your MF portfolio details from you. Once I have the details, I would do the analysis and provide the report to you.

 

How much does MF Portfolio Analysis cost?

The price of the MF Portfolio Analysis service depends on the number of MF schemes in your portfolio.

Up to 10 MF schemes

Just Rs. 1,999!
11 to 20 MF schemes

Just Rs. 2,999!
20 or more MF schemes

Just Rs. 3,999!

 

REMEMBER: Since you would start earning much better returns from your mutual fund portfolio, this small investment would pay for itself many times over. So don’t hesitate – buy the “MF Portfolio Analysis” service now!
“The MF Portfolio analysis is very good and on sound principles…  I would recommend it to anyone who needs an independent review of his investments.

The price is very much justified.”

C.V. Easwaran