The Fund Detox — Audit Your Own Portfolio in One Hour
Original price was: ₹249.00.₹149.00Current price is: ₹149.00.
If you own more funds than you can explain — one from a cousin’s tip, one from a March tax panic, three you forgot about — this is your one-hour fix.
The Fund Detox walks you through six stations: list what you own, sort by
category, count the overlap, run the ‘why’ and ‘what-for’ test, check the
cost, and finish with one honest page — every fund marked Keep, Consolidate,
Stop the SIP, or Watch. Then a calm 30-day plan to execute, and a 15-minute
annual re-audit so the museum never reopens.
What you get:
– The 16-page DIY workbook (PDF) — write-in worksheets, detox rules, and two
worked example portfolios that show the method in action
– A digital tracker (Excel / Google Sheets) that counts your categories and
flags overlap automatically as you type
– The 10-point Bloat Scorecard — two minutes to learn how bad it is
– The 5-question checklist to run before you buy any new fund
No scheme names. No tips. No jargon. Categories, not funds — a system, not a
stock call. Educational workbook, not investment advice.
Description
If you own more funds than you can explain — four to fifteen, each from a tip, each forgotten — this is your one-hour fix.
Six stations: list, category X-ray, overlap test, the why-and-what-for test, cost check, verdict. You leave with one page — every fund marked Keep, Consolidate, Stop the SIP, or Watch — plus two worked example portfolios, a 30-day plan to execute calmly, and a 15-minute annual re-audit.
No scheme names, no tips, no jargon. Categories, not funds — a system, not a stock call. Educational workbook, not investment advice.
Reviews
There are no reviews yet.