What would an expert change in your portfolio?

Three submissions will be reviewed live on stage on 9 September. This takes under five minutes. Broad percentages are enough; estimates are fine.

Your privacy first. We do not ask for PAN, folio numbers, account numbers, scheme names or statements. Your portfolio is discussed anonymously; your name is never revealed on stage without your explicit consent.

About You

Used only to match your entry to your delegate registration.

Full Name *

Email Used for Registration *

Age Band *

How long have you been investing? *

Your Goal

What this money is for shapes what the expert looks at first.

Primary Objective *

When are you likely to need a meaningful part of this money? *

If your portfolio fell by 15% over a few months, what would you most likely do? *

Total Investable Assets *

Your Allocation

Enter the approximate percentage of your investable portfolio in each category. Numbers only.
Your total should equal 100%. Estimates are absolutely fine.

Portfolio allocated: 0% 100% remaining

Equity Mutual Funds

Direct Indian Stocks

International Equity

Fixed Income FDs, debt funds, bonds, PPF/EPF

Gold physical, ETFs, SGBs

Investment Real Estate excluding the home you live in

REITs / InvITs

PMS

AIFs / SIFs / Private Markets

Insurance-linked Investments ULIPs / traditional plans — approximate current value

Cash & Liquid Funds

Other crypto, commodities, etc.

Portfolio allocated: 0% 100% remaining

Mutual Fund Schemes you Hold *

Roughly what percentage of your portfolio is in your single largest investment? *

This could be one stock, one mutual fund, one property or another single investment.

Your Question

What should the expert look at first?

How do you currently invest? *

Your Biggest Portfolio Concern *

If you could ask the expert panel one question about your portfolio, what would it be? *

0/300

I confirm the details above are broad estimates shared voluntarily. I consent to my anonymised portfolio being discussed on stage and in Outlook Money's event coverage if selected. My identity will not be revealed without my separate, explicit consent.

Thank you — your portfolio has been submitted

Three submissions will be selected for the live review on stage on 9 September. Your details remain anonymous unless you separately consent to being identified.

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