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Review investment periodically to prevent from loss…5 steps you need to know!!

Being smart and earning more is one thing, but managing money is another. As a smart investor if you started to do investment in this Financial New Year then it’s great news!! But how about reviewing it periodically???

Well, building a strong investment portfolio is not enough to create financial wealth. One must have to review and monitor it regularly. If you intermittently review your investment planning and investment portfolio, you can make sure that it’s still serving your financial goals or not. Sometimes your focus has changed towards life and therefore your financial goals have switched too.

Regardless of any major life events, it’s good practice to review your investment portfolio on an annual basis or even often you can do it.  In this blog, we will detail out the steps to work on while reviewing your investment portfolio.