What is a Structured Portfolio Review?
A single, connected view of everything you own, set against your goals and timelines. You get clear observations in plain language: overlaps, gaps and concentration points, so you can decide what to do next with confidence.
What we look at
Every part of your financial picture
Mutual funds
Overlap, category mix, costs and how each fund fits a goal.
Insurance
The cover you have, and where the gaps may be.
EPF and PPF
Balances, and how they fit your long-term goals.
Deposits and bonds
Interest, maturities and what they are meant for.
Property
Its place in your overall picture and cash flow.
Loans
Outstanding loans and how they affect your goals.
Cash flow
What comes in, what goes out, and what is left to invest.
Goals and timelines
What you are working towards, and by when.
How it works
Five steps to a clear picture
- Gather
- Map
- Observe
- Discuss
- Decide
Bring it together
You share what you hold, wherever it is held.
Map it to your goals
Holdings laid against goals, timelines and cash-flow needs.
Note what we see
Overlaps, gaps and concentration points, in plain language.
Walk through it together
We go through the findings and answer your questions.
You decide
Any change is your decision, taken in your own time.
Who this is for
A review may be right for you if
Is this you?
- 1Scattered holdings
- 2No single structure
- 3Before adding more
- 4Too many opinions
- 5Clarity first
Frequently asked questions
Your questions, answered
1. Do I need to move my investments to Masego?
No. The review covers what you already hold, wherever it is held. Nothing needs to move to begin.
2. What do I need to share?
Usually your consolidated mutual fund statement, insurance policies, EPF and PPF details, and a list of other holdings and loans.
3. How long does it take?
Usually a few weeks, depending on how quickly the documents are shared.
4. Is there any obligation afterwards?
No. You receive clear observations and decide what, if anything, to do next.
Still have questions?
Bring them to a short clarity conversation. Plain answers, no pitch.
Book a Clarity CallSee everything you own, clearly.
Bring us what you hold. We will bring it into one view and walk you through what we see.
This is a review of your existing holdings, not a promise of returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Returns are not guaranteed.