Equity Portfolio Analyzer
A data-driven X-ray of your direct equity holdings — risk, concentration and quality scored.
Overview
If you hold direct stocks, the Equity Portfolio Analyzer is a full health check of your holdings — a data-driven X-ray that scores risk, concentration, quality and valuation so you know exactly where you stand.
Instead of a gut feeling about your portfolio, you get a clear, objective report and a prioritised list of what to fix.
What’s included
Risk & concentration score
See how exposed you are to any single stock, sector or theme — and whether that’s too much.
Quality & valuation flags
We highlight holdings with weak fundamentals or stretched valuations that deserve a second look.
Sector exposure map
A clear view of where your money actually sits across the economy.
Actionable rebalancing
A prioritised, plain-language list of changes — not jargon, just what to do next.
Who it’s for
- DIY investors with a basket of direct stocks
- Anyone worried their portfolio is too concentrated
- Investors who have never had their holdings independently reviewed
- People moving from stock-picking to a structured approach
Our process
- 1
Share your holdings
Upload or list your current stock portfolio — it stays confidential.
- 2
Run the analysis
We score risk, concentration, quality and valuation across every holding.
- 3
Walk through the report
We explain the findings in a simple session, with no obligation.
- 4
Act with confidence
You decide what to change, and we can help you execute and monitor going forward.
Frequently asked questions
The initial portfolio X-ray is offered at no cost as an educational, no-obligation review — not an inducement to invest. Our goal is simply to show you the value of a structured review.
Ready to redefine your financial freedom?
India is among the world’s top saving nations. But savings alone aren’t enough — your money has to work as hard as you do, spread across asset classes so it keeps pace with inflation and protects the purchasing power of the rupee.