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Portfolio Review

Submit Portfolio to know the quality of stocks you hold


We thank you for your interest in using our free Portfolio Review Service. Through this tool, we endeavor to provide a brief checkup of your equities portfolio’s health.

There are 2 ways to submit the 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, the system will provide suggestions as you enter the equity name. You may select the appropriate name.

After the analysis, our Advisor will get in touch with you within 4 working days for a detailed discussion on your portfolio.

2. Bulk Upload:
Here you have to enter the required details in the predefined MS Excel (.csv) format as provided in the downloadable template. Please note, ISIN or BSE Code or NSE Symbol and Quantities are the mandatory fields to provide our analysis.

NIFTY 9,580.30 0.95% SENSEX 32,424.10 0.69% BANKNIFTY 19,297.25 0.66% ADANIPORTS 323.80 -2.41% ASIANPAINT 1,683.10 2.40% AXISBANK 384.95 -1.53% BAJAJ-AUTO 2,710.50 4.25% BAJAJFINSV 4,404.90 2.78% BAJFINANCE 1,953.65 0.31% BHARTIARTL 552.60 -1.80% BPCL 342.80 5.01% BRITANNIA 3,378.85 1.67% CIPLA 648.15 3.15% COALINDIA 141.30 5.53% DRREDDY 4,071.25 4.72% EICHERMOT 16,548.45 1.92% GAIL 92.35 3.65% GRASIM 589.20 2.20% HCLTECH 550.25 1.40% HDFC 1,658.90 2.17% HDFCBANK 951.65 0.68% HEROMOTOCO 2,360.85 2.73% HINDALCO 138.85 0.33% HINDUNILVR 2,057.35 2.36% IBULHSGFIN 122.15 1.12% ICICIBANK 331.95 1.56% INDUSINDBK 393.65 1.76% INFRATEL 229.95 2.73% INFY 691.00 -2.32% IOC 83.20 7.08% ITC 197.35 3.51% JSWSTEEL 184.20 0.03% KOTAKBANK 1,224.00 -0.44% LT 932.25 2.95% M&M 436.35 -0.92% MARUTI 5,610.80 2.60% NTPC 97.85 2.25% ONGC 83.20 5.52% POWERGRID 157.55 0.19% RELIANCE 1,464.40 -0.53% SBIN 161.30 1.96% SUNPHARMA 474.25 3.30% TATAMOTORS 87.00 0.00% TATASTEEL 295.20 -0.10% TCS 1,972.35 -1.59% TECHM 530.45 0.14% TITAN 890.00 -1.05% ULTRACEMCO 3,904.85 2.51% UPL 405.85 3.77% VEDL 92.20 2.50% WIPRO 212.80 6.75% YESBANK 26.85 -0.56% ZEEL 183.55 1.58%