Portfolio Evaluation Service

Punarīkṣaṇa
(Review of Portfolio)

Portfolio Evaluation Services

Get an Unbiased Second Opinion on Your Investments

Our One-Time Portfolio Review offers an objective second opinion on your existing holdings, whether they are self-managed or held through a distribution arrangement. This unbiased assessment serves to validate your current strategy and ensure it aligns perfectly with your investment objectives
 

Why Choose a Portfolio Review?

Our expert analysis aims to uncover hidden risks and align your investments to generate better risk-adjusted returns. We look beyond the surface, utilizing core investment principles including economic outlook, asset allocation, and rigorous quantitative, fundamental and technical analysis. 

What Your Report Includes:

  • Risk & Return Analysis: A deep dive into the volatility and potential of your current portfolio.

  • Sector Exposure: Rebalancing of sector wise exposure based on concentration and potential

  • Actionable Advice: A restructuring plan giving a recommendation on Buy, Hold and Exit.

  • Deep-Dive MF Analysis: Assessment of underlying stock and sector overlap within your Mutual Funds.

Flat-Fee Pricing

Receive a complete expert review with transparent pricing and no percentage-based commissions.

Portfolio SizeFee
Up to 50 Holdings (Stocks/MFs)₹12,000 + GST
50 – 100 Holdings (Stocks/MFs)₹20,000 + GST
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