Portfolio Evaluation Service
Success in Investing comes more from avoiding mistakes
of permanent loss of capital.
Analysis of both Equity and MFs in a proper step by step process. The investor will get a clear recommendation of what changes to be me be made in portfolio backed by complete research and analysis, the same side the report is easy to digest even for a layman investor. Our advisor will explain you the report and assist you in doing the changes in the portfolio.
✓ Portfolio health check-up of both Equity and MFs in a proper step by step process.
✓ ‘Score’ will be assigned to each stock like ‘exam marks’ on the basis of Quality, Valuation & Fin-trend.
✓ Customized Action Plan to either fully or partial exit for optimal portfolio alignment.
✓ Comparison of MFs on the basis of various tools & advance analysis.
