10 Reasons You Should Have a Portfolio Review
Investing in mutual funds is a smart way to build wealth in India. But investing once and forgetting about it may not take you far. Just like a regular health check-up keeps you in good shape, a portfolio review ensures your investments are aligned with your financial needs. Here are 10 strong reasons why reviewing your mutual fund portfolio is important for every investor. Aligns Your Investments with Your Needs Over time, your life needs may change. You might start planning for your child’s education, a new home, or your retirement. A portfolio review helps you adjust your mutual fund investments according to your current needs and life stage. If your financial priorities have shifted, your portfolio must reflect that change. This keeps your investments need-focused and relevant. Checks Fund Performance Not all mutual funds perform well all the time. Some schemes may start well but underperform in the long run. By reviewing your portfolio regularly, you can compare each fund’s...