It's Time To Fine-Tune Your Portfolio

Hemant Rustagi Chief Executive Officer, Wiseinvest Pvt Ltd.

- Hemant Rustagi

Considering the complexities of the financial markets, you must invest judiciously and follow an investment process and be in control of it at all times. The other important aspect is to adopt an appropriate investment strategy so as to tackle different challenges during your defined time horizon.

This will ensure that you don’t abandon your long-term investment plan when faced with unfavourable market conditions. Monitoring of portfolio too plays an important role in achieving the desired results. Therefore, you must carry out a detailed analysis of the portfolio once a year. This can be done at the start of a calendar year.

Although there is no significance of a new year in the review and investment process, it helps if you maintain the discipline of reviewing the portfolio at a fixed interval. If you want to be in control of your portfolio and would want to achieve investment success on a sustained basis, let the start of the year 2022 be a turning point in this direction. Here is what you need to do: