Get an independent review of your existing mutual fund, equity, or debt portfolio. Identify overlaps, underperformers, and gaps. Receive a rebalancing plan with specific product recommendations.
Every fund in your portfolio is reviewed for: CAGR vs benchmark, rolling returns, risk-adjusted return (Sharpe/Sortino), and consistency across market cycles.
We check your overall equity-debt split against your age, risk profile, and goals. Many investors are either too aggressive or too conservative for their situation.
Owning 15 mutual funds does not mean 15x diversification. Most large-cap funds hold the same 50 stocks. We identify redundant holdings and recommend consolidation.
Large bets on a single sector (IT, banking, pharma) amplify both upside and downside. We review your sector exposure and flag dangerous concentrations.
Market movements shift your equity-debt ratio over time. We provide a specific rebalancing plan — which funds to exit, which to increase — to restore your target allocation.
Verify that each investment is aligned to a specific goal with an appropriate time horizon. Long-term money should not be in liquid funds; short-term money should not be in aggressive equity funds.
Any investor with an existing portfolio who wants an independent second opinion before making changes.
Send us your consolidated CAMS/Karvy statement or link your demat. Our analysis tool runs within 24 hours to identify all key metrics.
A 45-minute call where our advisor walks through the findings: fund performance, overlaps, allocation issues, and risk profile mismatch.
Receive a written rebalancing plan with: specific exit recommendations, replacement fund names, and a phased timeline for changes to minimise tax impact.
We support you through the switches, redemptions, and new investments. All changes are made in your accounts — nothing moves without your approval.
Free portfolio review for new clients. No obligation to act on our recommendations.