

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%.