The Client's Situation

Rohan and Monika were not particularly happy about the performance of their portfolio and wanted a second opinion. Despite a long bull market, their investments just weren’t growing.

Finsense solution

Finsense’s team found that Rohan and Monika's portfolio was lacking proper asset allocation as per their risk profile. Packed full of expensive Mutual Funds, PMS, and alternative funds designed mostly to make money for the distributors, while delivering mediocre returns at best for investors, Rohan and Monika’s portfolio was ripe for a tune-up.

Value addition to the client

Enjoyment of a low-fee portfolio and confidence about the future because of detailed retirement planning, Rohan and Monika will be able to increase their returns because, unlike mutual funds, ETFs/Index Funds are generally very cost-efficient.
Instead of a basket of high-cost, meaningless portfolio holdings, Rohan and Monika would now enjoy a lean, focused portfolio they’d understand, designed within their risk tolerance, protected from extreme volatility. This investment policy would allow them to be competent, confident investors – a critical component of portfolio performance.