8 out of 10 active funds fail to beat their benchmark. Overlapping funds, cost drag and drifting allocation quietly eat returns for years before anyone notices. Our CFA-led team gives you an independent, data-backed answer — free, and with no obligation.
Most portfolios we review were built fund-by-fund over the years — not designed. These are the three leaks we find most often, even in ₹5Cr+ portfolios.
Twelve funds that all own the same 40 stocks is one bet, not twelve. We run overlap analysis to show what you actually own.
Regular plans, churn, and tax-inefficient exits can silently cost 1–2% a year — a crore-plus over a decade on a large portfolio.
A portfolio built five years ago rarely matches today's goals, liquidity needs and risk capacity. We measure the gap precisely.
Six lenses on your portfolio — the same rigour we apply to ₹1200Cr+ of advised assets
Your equity, debt, cash, alternatives and global mix versus what your goals actually need
Returns measured honestly — against the right benchmarks, adjusted for risk taken
Where the portfolio is fragile — single stocks, single themes, correlated funds
The fees and taxes silently compounding against you
Whether this portfolio funds the life you're planning — retirement, education, legacy
Not observations — a prioritised, sequenced list of what to fix first
No forms, no back-and-forth. One call starts everything.
Pick a slot that works for you. We understand your goals, constraints and what's bothering you about the current portfolio.
A consolidated account statement (CAS) or holdings snapshot is enough. Confidentiality is standard — your data is never shared.
Overlap, risk, cost, performance and goal-alignment analysis — prepared by our research desk, led by a CFA charterholder.
A 1-on-1 session where we show you exactly what we found and hand over a prioritised plan — yours to keep, whatever you decide next.
One 30-minute call with a senior adviser — not a sales rep. Walk away with an independent, CFA-prepared read on your portfolio, free of charge and free of obligation.
Choose a time on the next screen. Have a recent CAS or holdings statement handy — it makes the first call twice as useful.
Schedule Free ReviewPrefer to talk first? Call +91 99999 85113
SEBI RIA INA000019026 · Your data stays confidential
Yes. The review call and the written findings are free with no obligation. If you want us to implement the recommendations, we explain our SEBI-registered advisory engagement separately and transparently.
A consolidated account statement (CAS) or holdings snapshot covering mutual funds, stocks, PMS or AIF holdings, and any large fixed-income positions. We sign confidentiality as standard and your data is never shared.
No. The review stands on its own. Many investors use it as an independent second opinion. If the findings show gaps you want help fixing, we can discuss an advisory engagement — that decision stays entirely with you.
Our research desk, led by a CFA charterholder, prepares the analysis. Your walkthrough call is with a senior adviser from a SEBI Registered Investment Adviser firm (INA000019026), not a sales representative.
The first call takes 30 minutes. Once we receive your statements, the full analysis and walkthrough are typically completed within 5 to 7 working days.
30 minutes. Zero cost. An independent, CFA-prepared read on where your wealth actually stands.