What Is FundCheckUp?

FundCheckUp is a financial X-ray of all your mutual fund holdings. We dissect your portfolio’s DNA, from asset allocation to sector exposure. No more guess work, only razor-sharp insights

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Who will benefit from FundCheckUp?

Anyone seeking impartial, comprehensive, and insightful check-up of their Equity & Debt mutual funds portfolio.

Equity Mutual Funds

Looking to maximize your stock market gains? FundCheckUp not only monitors your equity mutual fund investments but also maps the correlation between your holdings. Make informed decisions for better long-term growth.

Debt Mutual Funds

Concerned about duration risk, credit quality, and interest rate sensitivity? FundCheckUp provides a deep dive into these key factors to map your exposure at a fund and an overall level.

Hybrid Funds

Want a balanced portfolio? FundCheckUp offers a comprehensive review of your hybrid funds, helping you strike the right balance between risk and reward.

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How can Richify help?

Richify uses advanced software and a deep understanding of portfolio management to provide a dispassionate and independent evaluation of your portfolio.

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The Richify Way

The "Richify Way" encapsulates an intimate understanding of each client's unique journey, a nuanced approach to risk, and a deep appreciation for the human aspects of investing.

Tailored Financial
Blueprints

We emphasize a bespoke approach, crafting personalized investment strategies that resonate with each client's financial aspirations and stage-of-life.

Balancing Risk
Reward

We meticulously assess and manage this dynamic balance, ensuring our clients are positioned to achieve optimal returns.

Behavioural
Mastery

At Richify, we believe success isn't just about intelligence—it's about understanding behavior. We equip clients to discern their own biases and the market's, ensuring that wise decisions drive returns, not just intellect.

Book an appointment.

Still weighing your options? We understand that investment decisions are crucial and often demand deeper insights. If you have questions or wish to delve into the nuances of our investment products, don’t hesitate to book an appointment with our expert advisors.

Book An Appointment

Get Started

Ready to begin your financial journey with Richify? Click 'Get Started' to onboard with a focus on informed investment decisions.

Get Started

Note

Previous
Next

What Is FundCheckUp?

FundCheckUp is a financial X-ray of all your mutual fund holdings. We dissect your portfolio’s DNA, from asset allocation to sector exposure. No more guess work, only razor-sharp insights

Note

Who will benefit from FundCheckUp?

Anyone seeking impartial, comprehensive, and insightful check-up of their Equity & Debt mutual funds portfolio.

Equity Mutual Funds

Looking to maximize your stock market gains? FundCheckUp not only monitors your equity mutual fund investments but also maps the correlation between your holdings. Make informed decisions for better long-term growth.

Debt Mutual Funds

Concerned about duration risk, credit quality, and interest rate sensitivity? FundCheckUp provides a deep dive into these key factors to map your exposure at a fund and an overall level.

Hybrid Funds

Want a balanced portfolio? FundCheckUp offers a comprehensive review of your hybrid funds, helping you strike the right balance between risk and reward.

Note

How can Richify help?

Richify uses advanced software and a deep understanding of portfolio management to provide a dispassionate and independent evaluation of your portfolio.

Note

The Richify Way

The "Richify Way" encapsulates an intimate understanding of each client's unique journey, a nuanced approach to risk, and a deep appreciation for the human aspects of investing.

Tailored Financial
Blueprints

We emphasize a bespoke approach, crafting personalized investment strategies that resonate with each client's financial aspirations and stage-of-life.

Balancing Risk
Reward

We meticulously assess and manage this dynamic balance, ensuring our clients are positioned to achieve optimal returns.

Behavioural
Mastery

At Richify, we believe success isn't just about intelligence—it's about understanding behavior. We equip clients to discern their own biases and the market's, ensuring that wise decisions drive returns, not just intellect.

Book an appointment.

Still weighing your options? We understand that investment decisions are crucial and often demand deeper insights. If you have questions or wish to delve into the nuances of our investment products, don’t hesitate to book an appointment with our expert advisors.

Book An Appointment

Get Started

Ready to begin your financial journey with Richify? Click 'Get Started' to onboard with a focus on informed investment decisions.

Get Started

Note

Note

FundCheckUp is a comprehensive evaluation service by Richify that takes a detailed look at your Equity and Debt Mutual Fund portfolios. This isn't simply a review of individual funds, but rather, an all-encompassing analysis of your complete mutual fund investment portfolio.

We delve into the core of your investments, assessing aspects like your overall asset allocation, exposure to specific stocks, sectors like IT, Auto, Banking etc., and market capitalizations such as large cap, mid Cap, and small cap. For your debt portfolio, we examine the credit quality, yields to maturity, and average duration.

This is readily available at an individual fund level. Richify takes the essential step of integrating all these data to give you a macro perspective on your investment portfolio. This ensures that you get a comprehensive picture of your asset placement and risk diversification.

We further scrutinize the correlations between your mutual funds. For instance, if you have four equity funds that are highly correlated, it means your investments are not as diversified as you might think, regardless of the different labels these funds carry. Similar assessments are carried out for debt funds to determine your exposure to credit quality and interest rate sensitivity.

Lastly, we run back tests to understand how your current portfolio would have performed historically against relevant benchmarks. With FundCheckUp, you get an easy-to-understand, yet detailed view of your mutual fund investments, helping you make better-informed investment decisions.

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FundCheckUp is ideal for anyone with stakes in Equity & Debt mutual funds. It's perfect if you're looking for a thorough breakdown, beyond mere individual fund summaries or piecemeal analysis. By examining inter-fund correlations and aggregate allocations, we illuminate hidden risks and unexploited opportunities. If you're unsure whether your multi-asset fund is just an echo of your multi-cap, or whether your debt portfolio is unnecessarily vulnerable to interest rates, then FundCheckUp is for you. We don't stop at simple stats but dive deep into risk-adjusted returns and fund rankings to give you the full picture.

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FundCheckUp is an invaluable service for any investor who has chosen to invest in Equity and Debt mutual funds. Whether you are a seasoned investor or a novice, understanding the true nature and correlations of your holdings at an aggregate level can be a challenge. This is where Richify steps in, employing advanced software and a deep understanding of portfolio theory to provide you with a comprehensive, unbiased analysis of your portfolio.

Our service is particularly beneficial to those who have multiple mutual fund holdings and need a professional assessment of how these holdings are working together. Are they truly diversified, or are you exposed to the same risks across your portfolio? How do they relate to your risk profile and your financial goals?

Since we are doing this service in a purely advisory capacity, our analysis is free from any conflicts of interest. Our only commitment is to provide you with an accurate, insightful, and practical evaluation of your portfolio. This knowledge can be empowering, helping you make more informed decisions about your investment strategy.

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RetireRich is a blend of smart financial planning and an understanding of individual life goals, designed for those on the brink of retirement or already savoring it. Guided by the mantra that youth may survive without money but age cannot, we seek to infuse your retirement with financial ease, giving you the freedom to live life to its fullest. We believe in enriching your retirement, not just surviving it.