Bring every holding into one view and understand what you actually own: your asset mix, where your funds overlap, how diversified you really are, and the risk you are carrying.
Most investors hold funds and stocks across several apps and never see the whole picture. Portfolio Review brings it together and answers the questions that actually matter.
Hold five funds and many of them quietly own the same top companies. This overlap matrix shows how much every pair of your funds has in common, so you can see how diversified you really are.
Add up everything you own and your real allocation is often a surprise. Portfolio Review rolls up your funds and stocks into a single, honest split across equity, debt, gold and international.
A handful of names often carries most of a portfolio. Knowing your top-holding concentration tells you how exposed you are to any single company across all your funds and stocks combined.
Returns are only half the story. Portfolio Review puts the standard risk measures next to your portfolio and explains what each one means, so risk stops being a guess.
A focused walkthrough of Portfolio Review, end to end. Open it to play through.
Portfolio Review analyses the portfolio you already hold. It is an analytics tool, not individualised investment advice.
Pricing
One single membership. All five layers, every tool, and full one-on-one support. You decide which layers to use and at what pace.
You pay only the membership fee. There is no mutual fund distribution and no commission earning of any kind, so every recommendation stays unbiased and client-first.