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 every Quarter
Investment Master Class
You will get one-on-one Investment Master Class sessions with Rohan Mehta.
Stock Outlook & Suggestions
Get personalized stock picks based on our proven quant research.
Detailed Entry & Exit Notes
Receive clear, research-backed guidance on when to buy and sell suggested stocks
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.
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.