Portfolio Review Services

Get your Investment Portfolio Checkup, Professionally!

You’ve got to know when to HOLD , Know when to FOLD , Know when to WALK AWAY, And know when to RUN

                                                                                                                                               – Kenny Rogers – The Gambler

For more details Watch the Video

Simply submit your portfolio via Email or WhatsApp.

                                             *We Review Portfolios only if it is 50 Lac. or above.



Most Portfolio are created without a professional approach, they are doing well in Bull Market but start to underperform in Bear Markets, With Our Portfolio Review Services (PRS) you will know what is the Health Status of your Portfolio, Our professional team will identify which stocks should be HOLD, EXIT, ADD, or TRIM without bias.

Your portfolio will be reviewed within 2 working days (Saturday – Sunday is off) and will be communicated via Email or WhatsApp.

To conduct a portfolio review, you’ll simply need to provide details of your investment holdings, including Current Market Price (CMP), Company Name, and Quantity of shares held. This information can be provided in either Excel format or PDF.

Yes, we prioritize the confidentiality of your portfolio, adhering to strict privacy standards to secure and protect your financial information.

Yes, you can have direct access to talk with the Portfolio Reviewer and understand things in deep.


It’s a Hybrid Mix, it is made by humans, but the quants of the decision-making are derived from data and without any bias of stock or index.

Yes, only if you subscribe to our Professional PRS Services or PMS.

Only Once, we will make it for free, for regular reports there are Professional Fees which you can talk with our portfolio Manager.

For Free Portfolio Review, Click Here