How often does FinEdge review portfolios?

FinEdge believes portfolio reviews should be part of an ongoing investment journey, not a one-time activity.

Portfolios are reviewed periodically to ensure the investment plan remains aligned with the investor's goals, time horizon, risk requirements, cash flows, and changing life circumstances. Reviews may also be required when there are important changes in the investor's financial situation, goal priorities, market conditions, or portfolio structure.

The purpose of a portfolio review is not to frequently change funds. Frequent switching based only on recent performance can harm long-term investing discipline. A good review should ask deeper questions: Is the goal still relevant? Has the time horizon changed? Is the portfolio taking the right level of risk? Are SIPs and investments aligned to the plan? Is any course correction required?

FinEdge's review process is designed to bring structure, clarity, and discipline to the investing journey. It helps investors avoid emotional decisions, unnecessary product changes, and short-term return chasing.

The objective of portfolio reviews is to keep the investor's plan aligned with their life goals and to make thoughtful adjustments only when required.