Portfolio Review

What this is

You share your complete portfolio with me. I go through every single holding — not a quick glance, a proper deep dive. You get back a detailed written report within 48 hours that tells you exactly where you stand, what's working, what isn't, and what to do about it.

No generic advice. No recycled frameworks. Analysis built specifically around your actual money.

What I look at

Allocation & concentration risk Is your portfolio actually diversified or are you unknowingly concentrated in one sector, one theme, or one macro bet? Most people are more concentrated than they think.

Individual holding quality Every stock gets stress-tested — fundamentals, current valuation, macro tailwinds or headwinds, and whether the original thesis still holds. If a stock made sense 2 years ago but doesn't today, I'll tell you exactly why.

Dead weight identification Most portfolios have 2-3 positions people are holding out of hope, not conviction. I'll identify them, explain why they're a problem, and give you a clear framework for when to exit.

Missing exposure Based on where macro, geopolitics, and sector cycles are heading right now — I'll tell you what your portfolio is underweight on and why it matters over the next 12-18 months.

Risk-to-reward assessment Overall portfolio downside in a bear scenario vs upside in a bull scenario. Most people have no idea what this number looks like. You will after this.

What you get

A structured written report — not bullet points on a WhatsApp message — covering every section above with specific reasoning for every holding. The kind of analysis that costs ₹50,000+ at a private wealth management firm.

Delivered within 48 hours of receiving your portfolio details.