Portfolio Review and Risk Assessment
Optimise your investments with expert review and risk insights
An investment portfolio should work in harmony with your goals, risk appetite, and time horizon. But in reality, most portfolios are scattered across random products — leading to inefficiency, overlap, and unnecessary risks.
With our Portfolio Review and Risk Assessment service, we analyse your current investments, identify risks and gaps, and suggest restructuring strategies. The objective is to maximise returns, reduce risks, and align your portfolio with your long-term financial goals.
Who Should Take This Service?
-
Individuals with multiple investments but no clear strategy.
-
Professionals unsure if their current portfolio matches their goals.
-
Families who want to reduce risk and improve returns.
What Will Be Covered in This Consultation?
-
Comprehensive Portfolio Analysis Reviewing your mutual funds, shares, insurance, FDs, and other assets.
-
Risk Profiling Assessing your risk appetite and matching it with your investments.
-
Diversification Check Identifying overexposure or gaps across asset classes.
-
Performance Review Evaluating returns against benchmarks and goals.
-
Actionable Strategy Restructuring advice to balance risk and optimise growth.