Get your Investment Portfolio Health Checkup, Professionally!
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
Offerings
Quarterly Portfolio Review
Your portfolio will be reviewed Quarterly by Expert.
Investing Master Class
You will get one-on-one Investing Master Class sessions with Rohan Mehta.
Stock Outlook/Suggestions
Receive personalized stock suggestions for your company, backed by our conviction and quant research process.
Long-Term Stock Recommendation Investing
Long Term Stock Recommendations with detailed Entry and Exit notes from our Research desk.
Features of PRS
Personalized One-on-One reviews on a regular basis
Non discretionary recommendation
Minimum Investment
₹50 Lakhs
FAQs
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.
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 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.
Only Once, we will make it for free, for regular reports there are Professional Fees which you can talk with our portfolio Manager.