Research and Ranking’s Portfolio Review Service allows our investment experts to provide their professional opinion on how your investment portfolio is invested.

This service helps investors correct their past investment mistakes, and take better care of their future long term equity investment decisions. Through this service, we provide personalized attention to you by reviewing your existing equity investments and also suggest the future course of action.

So, if you find it difficult to assess which stocks should be in your portfolio and which ones you should get rid of, let Research and Ranking solve all your doubts and concerns.

KEY FEATURES

  • Portfolio level health check – using Quality and Risk assessment parameters (Aggregate Volatility, Valuation, M.cap, diversification, etc.).

  • Portfolio construction based on client risk profile.

  • Reasons for stock exclusion.

  • Suggesting new investment ideas.

  • Brief Investment Rationale on our suggested recommendations.

  • Recommendation of stock specific allocation.

Pricing - Portfolio Review Service

Rs 25,000

+Taxes as applicable

Expected Date of Delivery – Once your existing portfolio is received by us, we will need 2-3 working days to assess your portfolio and post that we will communicate the timelines for final portfolio submission.

Have us review your portfolio today!

Please complete the form below or drop us an email at portfolioreview@researchandranking.com

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Still have a question? Call us at 022 6101 3838 directly.