dezerv-dotUPCOMING WEBINAR

An Expert Guide to Portfolio Reviews

Upcoming webinar on May 20, 2023 @ 11:30 AM
Kalpen Parekh
Kalpen Parekh
MD and CEO
DSP Mutual Fund
Vaibhav Porwal
Vaibhav Porwal
Co-founder
Dezerv
What will you learn?
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How is my portfolio performing?
Understand how your portfolio is performing and whether you are creating or destroying wealth.
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What are the factors impacting my portfolio performance?
Discover the factors that are impacting the performance of your portfolio and learn how to evaluate and measure the impact on your investments.
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How do I review my portfolio?
Understand how you can review your investments and what corrective measures you need to take.
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How often and when should I review my investments?
Learn how often and what are the situations when you should review your investments
Who is it for?
With the recent changes in tax laws regarding mutual funds, this webinar will help you understand the nuances directly from Industry experts. Not only that, but they will also highlight the next steps for your portfolio.
Who is it for?