Free Mutual Fund Portfolio Review

Identify gaps, reduce risk and optimize allocation — get a professional review of your mutual fund portfolio with clear, actionable recommendations from an AMFI-certified advisor.

Request Free Review Contact Us
  • ✅ AMFI-certified advisor (ARN-135180)
  • ✅ Partnered with NJ Wealth for execution
  • ✅ Clear action plan: Hold / Switch / Rebalance
  • ✅ Confidential & no-obligation review

Why get a portfolio review?

Regular reviews help avoid hidden risks and ensure your funds match your goals and time horizon.

  • Compare fund performance vs. benchmarks
  • Check diversification and overlap
  • Identify underperforming schemes

The problem — many portfolios quietly underperform

Independent studies show most actively managed funds struggle to outperform their benchmarks over long periods. A structured review can prevent avoidable drag on returns.

Realistic market insights

  • • Majority of active funds underperform over 5–10 years — SPIVA® India data
  • • Higher costs and overlapping exposure reduce long-term effectiveness

Why reviews matter

Without regular checks, portfolios drift away from goals. Rebalancing keeps you aligned with your financial plan and risk profile.

What Our Investors Say

Real experiences from individuals who reviewed their portfolios with Treasuryfy

“Treasuryfy helped me simplify my investments. I now understand where each SIP is contributing towards my long-term goals.”

— Rajesh Kumar, Bhagalpur (Retired Govt. Employee)

“Afroz explained my portfolio with clarity and patience. No pressure, just clear advice tailored to my comfort level.”

— Poonam Sinha, School Teacher

“I had several mutual funds with similar holdings. After Treasuryfy’s review, my portfolio is more balanced and goal-linked.”

— Amit Gupta, Bank Employee

“The review report avoided jargon and made me confident in my investment plan. Small changes, big clarity.”

— Dr. Neha Verma, Dentist

“As a first-time investor, the consultation gave me clarity on risk and diversification. It felt like a friendly expert session.”

— Imran Hussain, Small Business Owner

*Testimonials represent genuine client experiences. They do not indicate future performance or outcomes. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.*

Request Your Free Portfolio Review

Fill out the form below — your data will be securely submitted to our CRM for immediate follow-up.

Schedule an expert call