Portfolio Review & Stress Test

A structured review of your existing equity portfolio through a risk and allocation lens.

This 60 minutes session focuses on:

• Devising your Portfolio Allocation Strategy

• Mismatch between Portfolio Structure and Time Horizon

• Exposures in portfolio driven more by narratives rather than logic

• Whether the portfolio is built to survive drawdowns

• Hidden concentration and correlation risks

This session is meant to help you plan, understand & avoid unneccesary risks in your portfolio, especially if you’re already invested with meaningful capital.