What this service covers
Markets change. Life changes. Your portfolio should change too. RSI conducts periodic portfolio reviews that go beyond just checking returns — we audit fund quality, review asset allocation drift, check if your portfolio still matches your goals, and make precise adjustments. A well-reviewed portfolio is the difference between hitting your targets and falling short. We review portfolios for both Indian families and NRIs with diversified international and domestic holdings.
Investors with existing portfolios that haven't been reviewed in 12+ months, or those who have accumulated investments across multiple advisors with no clear strategy.
Key features & deliverables
Our step-by-step process
We collect all your existing investments — funds, FDs, stocks, insurance — for a complete picture.
We compare each fund's performance against its benchmark and category peers.
We check if your equity-debt split still matches your current risk tolerance and time horizon.
We prepare a clear action plan — which funds to continue, pause, switch or redeem.
We execute the agreed changes and update your financial plan accordingly.
Common questions
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