Submit your equity portfolio to get a holistic review by our Research Analysts.
The portfolio review is a free service which will highlight our recommendations (Hold / Accumulate / Reduce / Switch) on your holdings.
Get connected with our Research Analyst to get a comprehensive review of your portfolio on your scheduled time.
Our analyst will help you choose the right level of advice for your needs: professionally managed portfolios, strategies, or suitable action to get optimum returns.
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Building serious wealth through equity investments requires two specific factors:
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:
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:
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.