Portfolio Analysis

Your Portfolio Has a Story. Do You Know What It's Saying?

A comprehensive portfolio review that tells you exactly what's working, what isn't, and what to do about it — with a clear, prioritised action plan and no hidden agenda.

360°Analysis

RiskAssessment

ActionableRecommendations

GoalAlignment

Research-Backed Advice No Hidden Commissions Client Confidentiality SEBI Compliant Disclosure

🤔 Does this sound like you?

I have money in FDs, stocks, mutual funds, and LIC policies but no idea if it's all working together.
My portfolio is a mess of things I bought on different occasions for different reasons.
I haven't looked at my portfolio seriously in over 2 years.
I think I'm paying hidden charges somewhere but can't figure out where.
My returns look okay but I have no idea if I could have done better.
I want to retire in 10 years but I'm not sure if I'm on track.

What We Analyse

A Complete Portfolio Health Check

We leave no stone unturned — every holding is assessed for relevance, risk, and return potential.

Asset Allocation Review

Evaluate whether your split across equity, debt, gold, and cash matches your risk profile and time horizon.

Risk Concentration Check

Identify over-concentration in sectors, stocks, or fund categories that may expose you to unnecessary risk.

Returns Performance Analysis

Benchmark your portfolio's returns against relevant indices and peer portfolios to gauge true performance.

Overlap & Redundancy Detection

Spot overlapping mutual fund holdings and redundant stocks that add no diversification benefit.

Cost & Tax Optimisation

Analyse expense ratios, exit loads, and tax implications across your holdings to reduce unnecessary costs.

Goal-Portfolio Mapping

Check whether each investment is mapped to a specific goal and whether it is on track to meet that goal.

Our Process

How It Works

Share Your Portfolio

Share your current holdings — stocks, MFs, fixed deposits, or any other instruments.

Deep Analysis

Our advisors conduct a comprehensive audit covering risk, returns, costs, and alignment.

Review Report

You receive a detailed report with findings, red flags, and actionable recommendations.

Action Plan Discussion

We walk you through the report and discuss next steps for your portfolio.

Implementation Support

We guide you through executing the recommended changes step by step.

Common Questions

Frequently Asked Questions

What do I need to share for the portfolio review?

Share a list of your current holdings — mutual fund names and amounts, stock names, FD details, LIC/ULIP policy names. You don't need to share bank account details or passwords. A simple screenshot or Excel sheet works.

Is my financial information kept confidential?

Absolutely. Your portfolio details are reviewed only by our advisory team and are never shared with third parties, AMCs, or brokers. We treat client information with complete confidentiality.

How long does the review take?

Typically 3–5 business days for the analysis, followed by a 45–60 minute review discussion where we walk you through findings and recommendations.

Will you try to sell me something after the review?

No. The portfolio review is a diagnostic, not a sales pitch. If we recommend changes, we explain the reasoning fully. You decide what to act on — there is no pressure.

Do you review LIC policies and ULIPs too?

Yes. Many investors hold endowment or ULIP policies that were sold as investments. We'll honestly evaluate whether these are serving your financial goals or silently eroding returns.

How often should I get a portfolio review done?

Once a year is the minimum — ideally before the financial year end (before March 31st) and after any major life event like a job change, marriage, or inheritance.

Get a Free Portfolio Health Check

Share your portfolio on WhatsApp and our experts will conduct a thorough review with actionable recommendations.

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