Steps to undertake while conducting a mid-year review of your portfolio

Mid-year reviews have become extremely crucial for assessing portfolio health during Covid-19 times

If you thought 2020 was difficult, the year 2021 has come with its own set of challenges due to the second wave. While an annual reviewing of portfolio is important, in times like this a mid-year review becomes imperative. 

Jharna Agarwal, Head, Anand Rathi Preferred, says, "During such volatile times, mid-year reviews become extremely crucial for assessing portfolio health."

Every review start by asking the right questions. Finding out the answers and then making the required changes. Here's a checklist to help you review the past six months of money matters and tweak the next six.

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