In recent months, the stock markets have witnessed a wave of volatility, culminating in a significant market downturn. With the global economic situation, rising interest rates, inflation concerns, and geopolitical tensions influencing investor sentiment, the market has faced steep declines. While large-cap stocks tend to offer a sense of stability in turbulent times, the mid and…

As we approach the end of 2024, the year-end provides an ideal opportunity to pause, reflect, and review your investment portfolio. For mutual fund investors, this is especially crucial. With global economic conditions shifting, market volatility, and new regulatory developments, doing a year-end portfolio review can help ensure that your financial goals remain on track…

The mutual fund industry has been a beacon of financial growth for millions of investors, providing a structured pathway to wealth creation. However, as markets become increasingly volatile due to global economic uncertainties, inflationary pressures, and geopolitical events, investors often find themselves questioning their strategies. This is where a Mutual Fund Portfolio Review (MFPR) becomes…