Analyse Your Mutual Fund Portfolio for Free with Arthgyaan's Mutual Fund Review Service
The Arthgyaan Mutual Fund Portfolio Review Tool is a free, easy-to-use online service that helps investors analyze and optimize their mutual fund portfolios.
Analyse Your Mutual Fund Portfolio for Free with Arthgyaan's Mutual Fund Review Service
Posted on 01 Jan 2025
Author: Sayan Sircar
9 mins read
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The Arthgyaan Mutual Fund Portfolio Review Tool is a free, easy-to-use online service that helps investors analyze and optimize their mutual fund portfolios.
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Arthgyaan Mutual Fund Portfolio review service does not guarantee any return.
📚 Topics covered:
- The Arthgyaan Mutual Fund Portfolio Service: review your mutual fund portfolio for free
- How do you review mutual fund performance for free?
- What would you learn via the Arthgyaan mutual fund portfolio analysis service?
- What is there in the portfolio and if the returns are good or not?
- How well is the portfolio growing vs. the money you have invested?
- Whenever you bought and sold large amounts did that make your portfolio better or worse?
- How well your portfolio has done vs. the mutual funds that Arthgyaan is tracking?
- Are you taking too much risk in your portfolio vs the returns you are getting?
- What are the next steps once you have submitted your portfolio for review?
The Arthgyaan Mutual Fund Portfolio Service: review your mutual fund portfolio for free
At Arthgyaan, we are happy to launch the Mutual fund performance analysis service. This is a free mutual fund portfolio review service available to all investors like you looking for a portfolio review for your mutual funds.
The Arthgyaan Mutual Fund Portfolio service will allow you to evaluate your mutual funds and give you mutual fund portfolio insights via an easy-to-understand report.
How do you review mutual fund performance for free?
To review mutual fund performance for free, please follow these three simple steps:
- Step 1: Request your Mutual Fund consolidated account statement which will arrive via email
- Step 2: Upload the CAS as per instructions via this form: Start your free mutual fund review today
- Step 3: There is nothing more for you to do. You will receive an email from Arthgyaan with actionable insights for your mutual funds
You can click the button below to get started:
What would you learn via the Arthgyaan mutual fund portfolio analysis service?
Whether you are a do-it-yourself (DIY) investor or someone who wants to understand your mutual fund portfolio better, this tool has all that you need to discover hidden insights in your mutual fund investments.
To understand the report in video form, please refer to this YouTube video:
The Arthgyaan Mutual Fund Portfolio Service will send you this report with the following content:
What is there in the portfolio and if the returns are good or not?
How well is the portfolio growing vs. the money you have invested?
Whenever you bought and sold large amounts did that make your portfolio better or worse?
How well your portfolio has done vs. the mutual funds that Arthgyaan is tracking?
Are you taking too much risk in your portfolio vs the returns you are getting?
What are the next steps once you have submitted your portfolio for review?
You will receive an email with the report in a few days. The email will have the personalised next steps which are specific to your portfolio. You can also directly book time in my diary to discuss one-on-one.
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This post titled Analyse Your Mutual Fund Portfolio for Free with Arthgyaan's Mutual Fund Review Service first appeared on 01 Jan 2025 at https://arthgyaan.com
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