What we discuss

• Goals and time horizons: what each investment is intended to support and when you may need the money.
• Allocation: how the holdings are distributed across available asset categories, schemes and fund houses.
• SIP commitments: whether your recorded monthly amounts reflect your current budget and service instructions.
• Record completeness: gaps in statements, folio information or transaction records that need reconciliation before drawing conclusions.
• Next steps: documentation, follow-up discussions and any service requests that you choose to submit.

Prepare for a useful review

List your goals, approximate investment amounts and the questions you want answered. If statements are needed, ask our team how to share them through an appropriate channel. Please do not send PAN, bank details, account passwords or OTPs through a public form.

What happens after the discussion?

We identify the records or follow-ups needed and discuss the next steps with you. A review request does not buy, sell, switch or redeem investments. Any transaction requires a separate instruction through the relevant provider.

Tools you can use before the meeting

Use the goal and SIP calculators to explore assumptions, browse mutual fund information, or complete the risk discussion questionnaire. Linked clients can also consult their client portal.

Who provides the service?

Lalit Singh Dulawat operates Dulawat Finserve as an AMFI Registered Mutual Fund Distributor, ARN-319439. Read about the business and our commission disclosure. This service is distribution and education support, not a guarantee of portfolio performance.

Who is a portfolio review for?

The review suits investors in Udaipur and nearby who already hold mutual funds and want a clearer picture of them. It is especially useful if you have invested through several apps, agents or fund houses over the years, started SIPs you no longer track, or are approaching a goal such as a child's education, a home purchase or retirement. New investors can also use the session to organise their goals before they begin.

How the review works

1. Book a slot: choose a time on the booking page, for a meeting in Udaipur or a phone or video call.
2. Gather your records: a consolidated account statement (CAS) from CAMS or KFintech lists all your folios in one document and makes the discussion faster.
3. Discuss holdings against goals: we go through each goal, its time horizon and the funds and SIPs linked to it, and note overlaps, gaps and missing records.
4. Agree on follow-ups: you receive a short list of pending paperwork and questions. Any change to your investments happens only on your separate written instruction.

Frequently asked questions

Is there a fee for the portfolio review?

No separate fee is charged for the discussion. As a mutual fund distributor, Dulawat Finserve earns commission from fund houses on investments made through us, as explained in our commission disclosure.

Do I have to move my investments to Dulawat Finserve?

No. You can review your portfolio and choose to keep your investments exactly where they are. Changing the distributor on a folio is always your decision.

Can the review be done online?

Yes. Investors outside Udaipur can meet by phone or video call. Please share statements only through the channel our team gives you, never through a public form.

How often should I review my mutual fund portfolio?

Many investors find a yearly review works well, with an extra discussion after a major life event such as marriage, a new job, a child's birth or retirement.

Book a portfolio discussion Contact our team

Dulawat Finserve is an AMFI Registered Mutual Fund Distributor (ARN-319439), not a SEBI Registered Investment Adviser. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.