The Mutual Fund Workshop

​​What does it really take to build a winning mutual fund portfolio?

​​Not just starting SIPs.
Not just staying invested.

​​It’s knowing:
— Are your funds earning you the best returns possible?
— Is there a better place for your money right now?
— And if yes, how do you switch funds without hurting your taxes or returns?

​​In this step-by-step walkthrough, we’ll show you how to use the PowerUp Money app, to answer these questions for yourself.

​​This session is for you if you want to: 

​​✅ Review your portfolio’s health in minutes

​​✅ Select the right funds (and avoid the wrong ones)

​​✅ Switch to top-performing funds, tax-efficiently

​​✅ Track your progress with monthly ratings

​​✅ Use advanced features like Power Rank, Rank Trends, and more

​​By the end of the session, you’ll know how to:

​​🔷 Use the PowerUp Money app as your end-to-end portfolio guide.

​​🔷 Select new funds, review, rebalance strategically 

​​🔷 Apply lesser-known practices to keep your portfolio optimised

​​Join us and learn how to manage your mutual fund portfolio like the top 1%.

​😊 Note: This is the same workshop we conducted last time. If you haven't attended, do join us this time. And for those who have, you're welcome to join us again.