Free, no obligation
Free mutual fund portfolio review
Not sure your mutual funds are working together, or what they cost you? Send us your statement and we’ll check it against your goals, then talk you through what we find.
What we check
Six things in every review
Overlap
Funds that hold many of the same shares. Five funds can behave like one, adding cost without spreading risk.
Costs
What each fund charges you every year, including what distributors like us earn on regular plans, shown openly.
Fit with your goals
Whether your mix of equity and debt suits when you need the money: more growth for far goals, more safety for near ones.
Funds that keep lagging
Funds that have trailed similar funds for several years, not just a bad quarter.
Tax and exit loads
What a change would cost in tax and exit loads before you make it, and how to use the ₹1.25 lakh tax-free limit each year.
Paperwork
Nominations, KYC, bank mandates and scattered folios, so your family won’t struggle to claim your investments.
How it works
Three steps
- 01Get your Consolidated Account Statement (CAS). On camsonline.com or mfcentral.com, ask for a CAS of all your mutual funds; it is emailed to you as a PDF, protected by a password you choose. Choose one you are happy to share, not one you use elsewhere.
- 02Send it to us on WhatsApp or email, with its password in a separate message, and tell us your main goals.
- 03We go through it and call you to walk through what we found and what, if anything, is worth changing. There is no charge and no obligation.
Before you send it, try our Goal Planner: a plan of your goals helps us check whether your funds fit them.
We use your statement only for your review. Gamma Wealth is an AMFI-registered mutual fund distributor: our suggestions are about mutual funds and the other products we distribute, this is not SEBI-registered investment advice, and we earn commission from fund houses on investments made through us.