In portfolio analysis, your investment portfolio is checked, in order to optimise the allocation of holdings. Tracking your portfolio is as much important as choosing what funds you want to have in your portfolio. A quick overview and analysis of the funds that you have can go a long way in improving your investment results as you will be able to monitor them effectively. Most of the retail investors who lose money in Mutual Funds are those whose portfolio is not linked with their risk profile. We do your risk profiling and check the suitability of your portfolio and asset allocation.
Once you have made the payment a questionnaire will be emailed to you. You will be required to fill out this risk profiling questionnaire and send us a consolidated account statement of your mutual fund holdings.
After you have submitted the questionnaire, our advisor will analyse your responses, he/she may contact you if there is any need. Within the next 2 working days, you will receive a detailed analysis of your portfolio.