Is this a downloadable PDF?

No. The checklist unlocks on this page after you leave your details (or if you already requested a call back on the site). You can also ask for it on WhatsApp.

Is this investment advice?

It is an educational checklist, the same prompts we use in discovery conversations. Scheme selection still depends on your goals, risk and documents.

I already asked for this checklist elsewhere. Is this the same list?

Yes. This is the web version of the same fund-check we use in discovery. Ask on WhatsApp if you already left your details or commented for the checklist on social.

Free 2-minute mutual fund portfolio check

Eight prompts before you start or top up a SIP. Built from the same checklist used in client conversations. No fake PDF: the list opens here after a short capture.

FAQ

Is this a downloadable PDF?: No. The checklist unlocks on this page after you leave your details (or if you already requested a call back on the site). You can also ask for it on WhatsApp.
Is this investment advice?: It is an educational checklist, the same prompts we use in discovery conversations. Scheme selection still depends on your goals, risk and documents.
I already asked for this checklist elsewhere. Is this the same list?: Yes. This is the web version of the same fund-check we use in discovery. Ask on WhatsApp if you already left your details or commented for the checklist on social.

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