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Smart Advisor For A Smarter Generation

Get on track with our Portfolio Optimization Service

Submit your equity portfolio to get a holistic review by our Research Analyst

Smart Advisor For A Smarter Generation

3 Easy Steps

Getting Started Is Free. All you do is:

1

Upload Portfolio to Review

The portfolio review is a free service which will highlight our recommendations (Hold / Accumulate / Reduce / Switch) on your holdings.

2

Schedule on-phone meeting

Get connected with our Research Analyst to get a comprehensive review of your portfolio on your scheduled time.

3

Start Optimization with MILARS

Optimize your portfolio without paying front-end charges by starting our advisory service based on MILARS strategy.

Step 1: Upload Portfolio

Get an instant valuable review of your portfolio for free

Portfolio Review FAQs

Frequently Asked Questions

Building serious wealth through equity investments requires two specific factors:

  • Investment in growing companies
  • High strength stock price

Using StockAxis’ portfolio review services will assess both these factors while analysing your stock portfolio.

StockAxis applies its proprietary algorithm-based rating parameters to the stocks that you own, which assesses each company holistically with respect to:

  • fundamentals (financials, business quality, industry, etc.) and
  • technicals (stock price strength, volumes, etc.).
    Based on this in-depth assessment, we recommend ‘Hold’, ‘Switch’, ‘Reduce’ or ‘Accumulate’ for each stock that you hold.

    Each recommendation is highlighted in ‘Red’, ‘Orange’, ‘Yellow’ or ‘Green’ dots to indicate the urgency of action you need to take for each recommendation (with a red dot indicating very high urgency, an orange dot indicating high urgency, etc.).

Our portfolio review service is at your disposal free of charge. We offer this service keeping in mind your best interests.

There are two ways to submit your equity portfolio:

  1. Manual Update:
    Here, you may type the name of the equities in your portfolio one after another along with the holding quantities. Please note that the system will provide suggestions as you enter the equity name. You may select the appropriate name.
  2. Bulk Upload:
    Upload your portfolio file in excel word or pdf format. We will notify you once your portfolio is updated. If you wish to see the analysis instantly, enter portfolio using manual update option.

You get a call from us on your scheduled date and time. Our research analyst will provide feedback about the analysis of your portfolio and how you could optimize it. After that, you may request for the review of your portfolio via email.

NIFTY 10,029.10 -0.32% SENSEX 33,980.70 -0.38% BANKNIFTY 20,390.45 -2.63% ADANIPORTS 339.20 -0.10% ASIANPAINT 1,633.75 -4.82% AXISBANK 394.35 -3.71% BAJAJ-AUTO 2,817.25 1.22% BAJAJFINSV 5,136.80 -2.82% BAJFINANCE 2,313.05 -4.10% BHARTIARTL 572.45 3.77% BPCL 357.25 2.35% BRITANNIA 3,450.35 -1.71% CIPLA 660.55 3.02% COALINDIA 140.25 -1.02% DRREDDY 3,998.90 0.92% EICHERMOT 17,272.95 -1.54% GAIL 97.25 0.93% GRASIM 605.10 1.22% HCLTECH 578.95 2.87% HDFC 1,764.30 -3.89% HDFCBANK 1,001.70 -2.01% HEROMOTOCO 2,329.25 1.26% HINDALCO 142.65 -0.49% HINDUNILVR 2,120.60 0.00% IBULHSGFIN 127.75 -0.70% ICICIBANK 347.85 -2.52% INDUSINDBK 415.05 -4.00% INFRATEL 218.90 -0.05% INFY 707.75 0.88% IOC 85.90 -1.26% ITC 200.15 1.75% JSWSTEEL 192.00 -0.36% KOTAKBANK 1,334.40 -3.76% LT 930.70 -3.18% M&M 478.45 -1.37% MARUTI 5,690.20 1.18% NTPC 95.15 0.48% ONGC 84.90 -1.62% POWERGRID 169.25 2.86% RELIANCE 1,579.80 2.47% SBIN 174.05 -0.49% SUNPHARMA 494.85 3.93% TATAMOTORS 98.50 -0.25% TATASTEEL 319.95 0.80% TCS 2,091.55 2.22% TECHM 582.10 5.21% TITAN 971.25 -1.33% ULTRACEMCO 3,803.90 -1.35% UPL 422.05 0.70% VEDL 104.40 7.96% WIPRO 216.25 2.32% YESBANK 27.95 0.00% ZEEL 205.60 5.06%