In this video, Dr. Anil Kumar Batchu, a Certified Financial Planner, explains why a regular review is not just a recommendation by SEBI but a necessity for maintaining financial health.
Why You Need an Annual Portfolio Review
• Changing Life Stages: Your financial goals are not static. Investments made when you were single must be adjusted as you move through life events such as marriage, having children, or planning for retirement.
• Evolving Risk Capacity: As your salary increases or your family’s income status changes (e.g., moving to a double-income household), your ability to take risks changes. Conversely, as you age, you may need to reduce risk to protect your corpus.
• Performance Tracking: It is vital to check if the original assumptions you made when choosing a fund or asset class are still valid. A review helps you decide when to book profits, exit underperforming assets, or shift funds to better-performing categories.
• Portfolio Clean-up: Use this time to remove underperforming assets that consistently fall below their category average or stocks with poor corporate governance and zero momentum.
• Adapting to New Opportunities: The financial landscape is dynamic. A review allows you to incorporate newer options like ETFs, international funds, or Portfolio Management Services (PMS) as your wealth grows.
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