Investment Health Check-up

Investment Health Check-up is a review process that assesses the performance, suitability, and risk of your current investments to ensure they align with your financial goals, risk tolerance, and market conditions.

 

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🩺 In Simple Terms:

 

It’s like a regular check-up — but for your money — to see if your investments are working efficiently and if any changes are needed.

 

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🔍 What It Covers:

1.Portfolio Performance – Are your investments meeting expected returns?

2.Asset Allocation – Is your money spread wisely across asset classes?

3.Risk Assessment – Are you taking too much or too little risk?

4.Diversification – Are you overly dependent on a few stocks/sectors?

5.Goal Alignment – Are your investments aligned with short- and long-term goals?

6.Cost Efficiency – Are you paying high fees or taxes unnecessarily?

 

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🎯 Why It’s Important:

•Keeps your investments on track

•Helps reduce risk during market shifts

•Ensures alignment with life changes (e.g., income, goals, age)

•Improves overall