As you start investing, it becomes important to check if the finances are going in the right direction. Regular monitoring of investments should be conducted every quarter. So, if there are issues, then they can be resolved before the portfolio gets affected due to any reason.

For tracking investments, should you seek the help of a financial advisor? It is good to do so as you can know whether you have accumulated enough money for financial goals, how much you can redeem, tax benefits, and make more of such eventful decisions.

Get to know about such tips on how to check your finances, shared by the expert in this episode of Mutually Yours podcast.