DizzyMuffin

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 ?

11mo ago

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FluffyCupcake

Amazon11mo

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.