Regulatory Notice: Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Regulatory Notice: Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Improve your portfolio quality and returns with expert guidance.
Our Portfolio Analysis service is designed to evaluate your existing investments in detail, helping you understand what to hold, what to exit, and where to redeploy the capital freed up from selling. This service includes 1 year of ongoing support and a comprehensive review after 6 months.
support included
Follow-up review
clear suggestions
custom, based on portfolio size
Every stock you should continue holding, with reasoning and revised targets.
Underperforming or weak stocks to exit, with full reasoning behind each call.
Opportunities to strengthen your portfolio by increasing existing strong positions.
If stocks are sold, we suggest where to reinvest the freed capital with proper reasoning.
Submit your current holdings — the stocks you own, quantities, and your average buy price — for a thorough review.
Each stock in your portfolio is individually and carefully analyzed based on fundamentals, valuations, and market position.
You receive a comprehensive report with clear Hold / Sell / Add recommendations and the reasoning behind each one.
Post-analysis, we guide you on deploying additional funds — which stocks to buy, at what price, and why. A full review is done again at 6 months.
Portfolio Analysis is a paid advisory service where we review your existing investment portfolio in detail. Each stock is carefully analyzed to help you decide whether to hold, sell, or increase your investment.
The fee depends on the total capital invested in your portfolio and the number of stocks you hold. Since each stock requires detailed analysis, pricing may vary accordingly. Contact us for a custom quote.
You will receive a detailed report that includes: Stocks to Hold, Stocks to Sell, Stocks to Add or Increase, and clear reasoning behind each recommendation.
If any stock is recommended for selling, we will also suggest alternative investment opportunities where you can reinvest that capital, along with proper reasoning.
Along with the analysis, you get 1 year of support. During this period, whenever you have additional funds, we will guide you on which stocks to buy, at suitable price levels, with the logic behind each recommendation.
This service is ideal for investors who already have a portfolio, individuals seeking expert guidance to improve their investments, and investors looking to remove weak stocks and strengthen their portfolio.
Yes, beginners can also benefit. This service helps you understand your portfolio better and build a more structured investment approach.
Expert stock-by-stock review of your portfolio with clear Hold, Sell or Add calls, redeployment guidance and 1 year of support.
No hidden charges – Cancel anytime
Disclaimer: The information provided on this website is for informational purposes only. Please verify all details independently before making any decision.