Rarely, on a schedule, not on the news. For most people once or twice a year is plenty: check that your split across equity, fixed income, and cash still matches your plan, top up or trim to bring it back, and otherwise leave it alone. Frequent tinkering usually lowers returns and raises stress. As a founder, the one thing worth watching a little more closely is your overall concentration: as your company equity grows in value, your true exposure to it grows too, which is a signal to keep steadily diversifying the liquid money, not to start fiddling with the core plan.
A curated summary to orient you, not advice. The resources below are the real value.
2 hand-picked resources, 2 India-specific, 1 link-checked. Pick how you want to dig in.
Why we picked it The free, India-first grounding in what to do with cash once you have it: goals, allocation, SIPs, and not losing it to fees.
From Zerodha Varsity by Zerodha Varsity
Open zerodha.com →Why we picked it A no-nonsense, ad-light India personal-finance site: plain math and free calculators for emergency funds, goals, and asset allocation, with no product to sell you.
From Freefincal by M. Pattabiraman
Open freefincal.com →
