Equity Portfolio Review Service

We Provide a Detailed Review of your Existing Equity Investments

During this review we will:

  • Evaluate allocation in each Stock and Sector

  • Fundamental review on each stock basis of the earnings and the fair valuation

  • Recommendation to buy, hold or exit basis of the fair valuation and sector views

  • For larger holdings, we will also share technical analysis

  • For a larger portfolio - a detailed discussion with the Founder / CIO

Kindly share your Portfolio to our email ID - [email protected] along with your Email ID & Phone No .