No. We never ask for your broker login or trading access. For scanning holdings, you will verify your identity with a one-time OTP through an RBI-regulated Account Aggregator. This grants read-only access to your Demat holdings - no trading or withdrawal permissions.
What PortfolYOU Will Do for You
Analyse All Your Investments in One Place
See What's
In-Form
Identify your strongest holdings
driving alpha
See What's
Out-of-Form
Spot underperformers quietly eroding
returns
Know Exactly What
to Do
Clear, confident decisions on every
stocks & mutual
funds
Review Your Portfolio Free
Fast Review • Smart Advice • Zero Cost
Your data is 100% protected • Read-only access • Takes 5 minutes
Stock Portfolio Review
Unsure if the stocks in your portfolio are the right ones for long-term wealth creation.
Common Portfolio Problems
Many investors unknowingly hold stocks that slow portfolio performance or increase hidden risks. A structured review helps identify weak holdings, allocation drift and overall portfolio efficiency.
- Stop holding stocks draining your returns
- Identify underperforming holdings
- Ensure your portfolio remains balanced
Why Take a Portfolio Review
A professional portfolio review provides clarity on portfolio health, identifies performance drag and helps restore disciplined allocation for long-term wealth creation.
Performance & Drag Analysis
Identify holdings contributing to returns and stocks slowing portfolio growth.
Risk Structure Analysis
Assess volatility profile and drawdown exposure.
Portfolio Allocation Review
Evaluate sector exposure & allocation drift.
Secure read-only access via CDSL / NSDL. Your holdings cannot be modified.
Mutual Fund Portfolio Review
Evaluate whether your mutual fund portfolio is efficiently structured for long-term growth and diversification.
Performance Evaluation
Assess benchmark comparison and return consistency across market cycles.
Asset Allocation Alignment
Review equity, debt and hybrid exposure for long-term balance.
Portfolio Inefficiency Detection
Identify duplicate strategies and underperforming funds.
Portfolio Structure Checks
Diversification Risk Check
Detect excessive sector or AMC concentration.
Fund Quality Review
Analyze fund manager stability and risk-adjusted returns.
Portfolio Simplification
Reduce unnecessary complexity caused by holding too many funds.
Instant portfolio insights. No trading access required.
Portfolio Management Service (PMS)
Professionally managed equity portfolios designed for serious long-term investors.
Managed by Mr. Shailesh Saraf
Managing Director & Fund Manager- High conviction equity portfolio
- Institutional investment framework
- Strategic sector allocation
- Focus on fundamentally strong businesses
Minimum Investment: ₹50 Lakhs (As per SEBI PMS Regulations)
High Conviction Investing
Portfolio built around select high-quality businesses with strong earnings growth potential.
Disciplined Investment Process
Structured research framework combining sector analysis and long-term capital allocation.
Invest in our Stock Portfolio
Follow a research-driven portfolio built on a disciplined investment framework and a proven track record.
The portfolio focuses on 25 carefully selected businesses with strong future growth potential, identified through structured research and sector analysis.
5+ Years
Track Record
25 Stocks
of Portfolio
40 Brokers
Supported by
5+ Years Proven Track Record
A disciplined strategy tested across multiple market cycles.
Portfolio of 25 High-Potential Businesses
Focused portfolio of companies positioned for long-term growth.
Research Driven Stock Selection
Businesses selected through structured fundamental research.
Invest Using Your Existing Broker
Use your trading account with 38 supported brokers.
Quarterly Portfolio Rebalancing
Portfolio reviewed periodically to maintain allocation discipline.
Focused Portfolio Strategy
A concentrated portfolio of 25 businesses selected for their long-term growth potential.
Disciplined Investment Approach
Stock selection based on structured research and sector analysis.
Flexible Broker Access
Invest through your existing trading account with 38 supported brokers.
Bi-Weekly Market Intelligence Webinar
Know which sectors FII & DII have been buying in the last 15 days.
Institutional sector flow insights
Identify sectors attracting smart money
Understand emerging market positioning
Portfolio allocation insights
Built By Investors For Investors
Frequently Asked Questions
No, we do not place trades for you. However, once you receive the BUY | SELL | HOLD recommendations, you can execute your trades directly from your own brokerage account, including selling any stocks you choose to exit. You stay fully in control.
You can request one-time reviews or subscribe for ongoing advisory with periodic rebalancing suggestions.
We can scan Demat holdings from all brokers supported through the RBI-regulated Account Aggregator framework.
