Portfolio Review (+ 3 Bonuses)

You’ve built an investment portfolio. Now it’s time to understand it better.

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.

Also Included

🎁 Personalised Income Tax Planning Session

A separate session focused on understanding your income-tax position and exploring legitimate tax-planning opportunities applicable to your circumstances.

🎁 Financial Planning Session

A dedicated session to understand your broader financial situation, goals and priorities and help you build better financial discipline and clarity.

🎁 6 Months of Direct Access

Get direct access to me for six months for follow-up questions related to financial education, taxation and general financial-planning discussions within the scope of the engagement.

Important Disclaimer

This service is intended for financial education, portfolio understanding and general financial-planning discussions. It does not constitute investment advice, investment advisory services, research services, or a recommendation or solicitation to buy, sell or hold any security or investment product. I am not acting as a SEBI-registered Investment Adviser or Research Analyst through this service. Any investment decisions remain solely the responsibility of the individual.