FROM REVIEW TO A CONSIDERED PROPOSAL
What stays. What changes.
Current folios on the left. Your proposed portfolio on the right.
Continue from portfolio analysis to build recommendations.
Current portfolio · AMC allocation
Recommended portfolio · AMC allocation
CURRENT PORTFOLIORECOMMENDED PORTFOLIO · ADVISER DRAFT
Compare the evidence, then record your reasoning.
Fund metrics use each scheme's available saved history. Proposed amounts describe allocation, not future value. The proposal does not execute transactions or calculate taxes / exit loads. Retained folios remain linked to their original client record.
