Portfolio ki Safai: How to Clean Up Your Portfolio This Diwali

​Diwali is when we clear out the clutter at home. Most portfolios could use the same treatment.

​Over the years, investments pile up: a fund bought on a friend’s tip, three schemes that do the same job, an old ULIP nobody remembers, stocks held “until they recover.” Individually they seem harmless. Together, they make a portfolio that’s hard to track and often doing less than you think.

​In this session, Susmit Patodia walks through real portfolios before and after a clean-up, so you can see what changed and why.

​What we’ll cover

• ​The most common signs of a cluttered portfolio: overlap, over-diversification, forgotten holdings, and drift from your goals

• ​Before-and-after breakdowns of real investor portfolios

• ​A simple way to review your own portfolio and decide what to keep, consolidate, or exit

• ​What to think about before acting, including tax and timing, as the year closes

​Speaker: Susmit Patodia, Dezerv
When: Saturday, 31 October 2026 | 11:00 AM – 12:00 PM IST

​Start the new Samvat with a portfolio you actually understand.