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.