Cover Image for The Mutual Fund Workshop
Cover Image for The Mutual Fund Workshop
Hosted By
523 Went

The Mutual Fund Workshop

Hosted by PowerUp Money
Zoom
Registration
Past Event
Welcome! To join the event, please register below.
About Event

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%.

Hosted By
523 Went