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What is this episode about?
In this special sixth episode of the Prime Podcast, the co-founders of PrimeInvestor, Srikanth Meenakshi, Vidya Bala, and Bhavana Acharya, discuss the launch and benefits of our new product called Portfolio Review Pro. With this product, you can get to know what’s right & what needs to change in your current, live, mutual fund portfolio. The tool is convenient and user-friendly, requiring only a PAN number, mobile number, and OTP for retrieving the portfolio data.
Portfolio Review Pro has already been used by over 1000 investors, reviewing portfolios worth over Rs 1,700 crore.
The benefits of Portfolio Review Pro are highlighted, with the focus on four key aspects:
- Enhancing Returns: The tool helps investors assess whether their portfolio’s actual returns align with their projected returns. By analyzing the entire portfolio return, investors can determine whether adjustments are needed.
- Fund Selection and Elimination: The platform identifies underperforming funds and offers sell recommendations for those marked as such by the research team. Along with clear buy recommendations, this allows investors to make informed decisions about fund selection, ultimately improving the portfolio’s performance.
- Risk Assessment: The tool calculates a risk score for the portfolio by analyzing different categories of risk, such as equity, debt and hybrid. Investors can compare their personal risk appetite with their portfolio’s risk score to ensure that their portfolios meet their requirements.
- Cost Analysis: Portfolio Review Pro identifies funds with high costs, particularly in regular plans, which tend to be more expensive than direct plans. By reducing costs through shifting out of high-cost funds, investors can potentially improve their returns over time.
We emphasize that the tool goes beyond mere tracking of portfolios. It leverages the research expertise of PrimeInvestor’s team to offer actionable insights based on historical data, risk analysis, and return optimization. The tool aims to provide users with the ability to match their portfolios with their financial goals and risk profiles effectively.
Finally, the co-founders discuss the tool’s roadmap, including plans to allow users to review their entire family’s holdings and create portfolios for specific goals. They also mention future features such as alerts for changes in recommendations and enhanced recommendations to make the platform even more valuable.
In conclusion, the Portfolio Review Pro offered by Primeinvestor is positioned as a comprehensive solution that combines research-backed insights with investor-specific data to guide users in making informed decisions about their mutual fund portfolios. It’s a valuable tool for investors looking to optimize their returns, manage risk, and align their portfolios with their financial objectives.
Key segments in the podcast discussion
- What is the Portfolio Review Pro tool (0:00 – 2:20)
- Benefits of using the Portfolio Review Pro tool (2:21 – 8:34)
- How the Portfolio Review Pro tool is different (8:35 – 15:33)
- Get actionable insights on your MF portfolio (15:34 – 20:35)
- Roadmap – what new features / changes can you expect for the Portfolio Review Pro? (20:36 – 25:37)
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