Know exactly where your portfolio stands.
A free portfolio scan that consolidates your holdings, finds overlap and underperformers, and gives you a clear plan to fix it.
Five things every portfolio scan reveals
360° Portfolio X-Ray
Consolidate holdings across folios, platforms and AMCs into one clear view of what you actually own.
Find Hidden Overlap
Spot funds that own the same stocks, duplicate categories, or styles that increase risk without adding value.
Performance vs Benchmark
Compare each fund against its benchmark and category peers over 1, 3 and 5 years.
Risk & Allocation Check
See if your current equity-debt mix matches your goals and risk tolerance — and where it drifts.
Clear Action Plan
Receive a simple hold, rebalance or switch recommendation with reasons for each decision.
Your scan in 4 simple steps.
No jargon, no sales pitch. Just a clear diagnosis of where your money is and what to do next.
Share Portfolio on WhatsAppShare Holdings
Send your CAS statement, fund list or screenshot.
Analysis
We map overlap, risk, returns and goal alignment.
Review Call
Walk through findings and answer your questions.
Action Plan
Get a written, step-by-step rebalancing plan.
What to send for the scan
- Consolidated Account Statement (CAS)
- List of funds with current value
- Investment goals and time horizon
- Approximate monthly income & surplus
Portfolio Scan FAQs
Is the portfolio scan really free?+
Yes. Your first scan and review call are complimentary — no obligation to invest through us afterwards.
How long does the scan take?+
You typically receive a written diagnosis and action plan within 24–48 hours of sharing your holdings.
Is my portfolio data safe?+
Yes. Your CAS and holdings are used only for the review, never shared with third parties, and deleted on request.
Explore what else we do
Stop guessing. Start knowing.
Send your portfolio details today and get a free, no-obligation scan within 24 hours.
The portfolio scan is an educational review, not a guarantee of future returns. Investment decisions are yours.