AMFI Registered · ARN-264321
Investment Advisory

Portfolio Review & Analysis

A research-led engagement, tailored to your goals. Explore what it covers below, or book a consultation to discuss your situation.

What it is

An independent audit of everything you hold.

We review your entire portfolio across funds, stocks, deposits and platforms — measuring real return, finding overlap and cost drag, and checking whether what you own still matches your goals.

Who it’s for

Investors with scattered holdings.

For anyone carrying legacy or overlapping investments, unsure whether their portfolio fits their goals, or wanting a second opinion before adding more.

What you get

Clarity on what you actually own.

Holdings & overlap analysis

A consolidated view across platforms, with duplicate and correlated exposure flagged.

Cost & expense audit

Where fees and expense ratios are quietly eroding your returns.

Risk & concentration check

Whether your risk matches your profile, and where you are over-exposed.

Action plan

A prioritised, no-pressure list of what to keep, trim, or replace.

Our approach

How we work.

A structured review you can act on, at your own pace.

01

Understand

Goals, time horizon, cash-flow and a structured risk profile come first.

02

Analyse

Existing holdings, overlap, cost drag and gaps against your plan.

03

Construct

A research-backed recommendation with a clear rationale for each choice.

04

Review

Periodic rebalancing, reporting and adjustment as life changes.

FAQ

Questions, answered.

Will you tell me to switch everything? +
No. The goal is the right portfolio, not the most transactions. Often the advice is to consolidate and hold.
What do you need from me? +
A consolidated statement (CAS) and a short conversation about your goals is usually enough to begin.
Related services

Often paired with

Let’s talk about your situation.

A focused, no-obligation conversation about how this applies to your goals or your organisation.