Overlap and concentration
See whether several funds own the same companies or whether one theme, employer or market segment dominates risk.
See what your portfolio is really doing.
Bring scattered funds, legacy investments and recent choices into one view—then identify overlap, concentration, avoidable complexity and gaps.
A plain-English review of what to keep, consolidate, watch and change.
Portfolio diagnostic
More than a list of winners and laggards.
A useful review connects the holdings to your goals, time horizon, tax situation and ability to stay invested.
Cost and tax drag
Understand expense ratios, exit loads, turnover implications and tax consequences before changing anything.
Goal alignment
Check whether each holding has a clear role and whether the overall asset mix matches the job it needs to do.
The review process
Evidence first. Recommendations second.
We avoid change for its own sake. Every suggested action should solve a visible problem.
1
Build the complete picture
Consolidate holdings from your CAS, demat accounts and other statements.
2
Diagnose structure and behaviour
Review diversification, volatility, drawdowns, SIP consistency and decision patterns.
3
Prioritise the changes
Separate urgent risk corrections from improvements that can be phased to reduce tax and timing risk.
4
Leave with a cleaner map
Receive a plain-English summary of what to retain, consolidate, monitor and discuss further.
Your review covers
One portfolio, viewed from several angles.
✓
Asset allocation and concentration
✓
Fund and security overlap
✓
Performance against relevant benchmarks
✓
Risk versus goal time horizons
✓
Costs, exit loads and tax considerations
✓
Action list with clear priorities
Bring the whole portfolio to one conversation.
Share your current holdings securely and start with a structured review.