Dear Clients. Schedule your calls for your portfolio quarterly reviews according to your convenience. (Those who couldn't review last time) Let's cover. Quarterly. Once in a 3 month. Personal finance health check ✅ Goal review and progress check. Emergency fund remapping. Asset allocation and rebalancing. ( For yearly and post 6 monthly reviews) Sip top up, Market linked allocation. New goal addition and planning. And other common queries and confusions. Let me know your timings.will lock that slot for you.