Rimboche
Rimboche
Porter

Mutual Funds Portfolio Management

Are there any apps or websites that conduct an annual portfolio audit, offering exit and switch recommendations, as well as valuable insights to ensure we're on the right track toward our financial goals ?

10mo ago
ElonMast
ElonMast
Amazon10mo

My recommendation would be - look for a SEBI registered advisor. This person can help to chalk down your goals, fund recommendations and associated tasks.

An app is an app, built for scaled population. Maybe once you learn the fundamentals you can move to app based consultations.

TheOatmeal
TheOatmeal
Stealth10mo

Scripbox does that

lime
lime
Student10mo

You can check out Dezerv, not sure if that is the thing you're looking for but they offer something similar.

I've never used it personally, so cannot comment on quality.

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