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Financial planning: Give your investment portfolio annual health check-up

When exiting investments to rebalance your portfolio, keep in mind the tax impact, exit load and lock-in

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Investment Portfolio

Vivek Agarwal 

The start of the year is a good time to review your investment portfolio. The review should be done to ensure that your investments are on track to help you achieve your short-, medium- and long-term goals. If there are any deviations, the annual review will allow you to spot them and make the necessary course correction.

Get the big picture: First, get a consolidated view of all your mutual fund (MF) investments done over time. These could be through systematic investment plans (SIPs), lump sum or systematic transfer plans (STPs). If you use more than one intermediary, look at ...

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  • This product is a monthly auto renewal product.
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  • To cancel, communicate from your registered email id and send the mail with the request to assist@bsmail.in. Include your contact number for easy reference. Requests mailed to any other ID will not be acknowledged or actioned upon.
First Published: Sat, January 13 2018. 22:55 IST
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