What's Actually WRONG With Your Mutual Fund Portfolio? | FWS Clips

🎞️ This Is A Clip From Finance With Sharan 📺 Watch The Full Episode Here →    • My Biggest Announcement Yet: ₹30 Crore. 20...   • • • Featuring – Sharan Hegde In this video, Sharan Hegde gives a first look at the brand new 1% Club app and explains why the company is building technology to help millions of Indians manage their money without relying entirely on human advisors. Sharan walks through how the app uses the RBI-regulated Account Aggregator framework to securely bring your financial information together in one place. From savings accounts, mutual funds and stocks to fixed deposits, bonds, PMS, international investments, real estate and spending data, the app is designed to give users a consolidated view of their finances. The app also helps investors understand how their portfolio is actually performing by benchmarking returns based on their own investment history, SIP frequency and amount invested. It also tracks mutual fund commissions, portfolio diversification, consistency of returns and risk parameters such as the Sortino ratio. Sharan then demonstrates the app's tax-planning features, including tax profit harvesting and tax loss harvesting. The platform calculates how many units you may need to sell and when, helping investors identify potential tax-saving opportunities without having to manually work through the calculations. The biggest addition is the AI CFO, which lets users ask questions about their actual finances. From identifying over-diversification and underperforming mutual funds to checking whether investments align with financial goals, the AI is designed to turn a scattered collection of financial data into actionable insights. Finally, Sharan shows how users can research more than 4,000 mutual funds, explore curated investment baskets based on goals like retirement, buying a house or a vacation, and find suitable products across mutual funds and stocks. This is a complete walkthrough of the new 1% Club app—and how Sharan hopes to make professional-quality financial guidance accessible to millions of Indians. 🎧 Watch the full episode now on Finance With Sharan. • • • About Sharan Hegde Sharan Hegde is the founder of Finance With Sharan and The 1% Club, a finance education and wealth management platform helping Indians make better financial decisions. Follow Sharan for more: 📸 Instagram:   / financewithsharan   📸 Instagram Community:   / onepercentclubshow   ▶️ YouTube: @financewithsharan 💼 LinkedIn:   / sharanhegde95   🐦 Twitter/X: https://x.com/financewsharan/ Attend our Masterclasses: https://bit.ly/4mJ4ycI Join the 1% Club: https://bit.ly/4mymUgm • • • #FinanceWithSharan #SharanHegde #1PercentClub #1PercentClubApp #PersonalFinance #Investing #WealthManagement #MutualFunds #StockMarket #FinancialPlanning #AI #Fintech