Get Your Portfolio Reviewed by Experts. We Advise, You Decide.
Sample Report
“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
Our Offerings
Monthly Portfolio Review
Expert review of your portfolio every month to keep you on track
Access to Master Class
You will get one-on-one Investment Master Class sessions with Rohan Mehta
Stock Recommendations & Reviews
Get fresh stock ideas backed by strong research and insights
Dedicated Wealth Manager
Your personal expert for guidance and support anytime
Feature of PMS Advisory
Personalized One-on-One reviews on a regular basis
Non-discretionary Investments
Minimum Fund Value
₹1 Cr.
Fees
1%
FAQs
The minimum fund value required for portfolio Advisory is ₹1 Crore.
We charge a flat management fee of 1% per annum on the total portfolio value.
You’ll receive a Monthly Portfolio Review Under the PMS Advisory, on the basis of Our HEAR process which is HOLD, EXIT, ADD and REPLACE.
Yes. You will receive exclusive stock recommendations, based on our quant research framework.
You get premium access to our specially curated Master Classes that cover advanced topics in personal finance, wealth creation, behavioural finance, and market strategies, led by Our team.
This service is ideal for investors seeking a personalized, research-driven wealth management experience where you retain full control over your investment decisions. Unlike other offerings, it focuses on empowering you with actionable insights and dedicated support without discretionary management.
Absolutely. A Dedicated Wealth Manager will be assigned to you, ensuring one-on-one support, timely communication, and customized investment guidance.
To conduct a portfolio review, you’ll simply need to provide details of the Ticker 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.
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. You will receive exclusive stock recommendations tailored to your portfolio, based on our proprietary quantitative research framework.
It’s simple! Reach out to our team, and we’ll connect you with a representative who can guide you through the onboarding process and answer any further questions you may have.
Most Portfolios 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 REPLACE without bias.
We provide the report for free, only once. For continued access to regular reports, professional fees apply. You can connect with our team to know more.
To conduct a portfolio review, you’ll simply need to provide details of the Ticker 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.