WHEN WAS THE

LAST TIME
YOU REVIEWED
YOUR PORTFOLIO?

Free Portfolio Review

Just like your health, your investments too need

a regular review at periodic intervals. This
enables you to keep a check on the stock and
mutual fund performances to get the best and
ideal asset allocation as per your goals.

Our investment advisors will study your existing

investments, plans, goals, and your personal
Risk appetite and will prepare a comprehensive
document known as “Moneyedge Wealth
Report Card”

You can use this customized report card as a

blueprint to achieve your financial goals. The
recommendation section in the report card will
have suggestions to enhance the value of your
current investments.

In this Complimentary
Portfolio Review we will:

· Review each stock in your portfolio and

provide a buy, sell, hold recommendation
based on earnings estimates, current
valuation, and sector exposures

· Compare mutual fund holdings performance

to their Benchmark

· Compare existing mutual fund and ratios to

best-in-class competitors

· Exposure analysis to the sector, size, and style

· Evaluate asset allocation and tax benefits

We look forward to helping

you maximize your wealth.

TO GET STARTED, KINDLY CALL

YOUR RELATIONSHIP MANAGER.

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