Portfolio Health Check with Navin Kishor Prasad

In this 30-minute session, we'll review your portfolio from an equity research perspective.

Please share your portfolio in advance so I can review it before our session. This will allow us to spend the call discussing the important insights rather than going through the basic details.

Before the call

submit these :-

1. Portfolio holdings + approximate allocation
2. Average purchase price (optional)
3. Why you bought each stock
4. Investment time horizon
5. Which 2–3 holdings they're most confused about
6. What you want to understand from the session

The goal is to help you understand your portfolio better and identify areas that need deeper research.

This is an educational discussion and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any security.