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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 8,660.25 0.22% SENSEX 29,815.59 -0.44% BANKNIFTY 19,969.00 1.81% ADANIPORTS 251.30 1.25% ASIANPAINT 1,604.15 -0.79% AXISBANK 359.75 5.37% BAJAJ-AUTO 2,053.45 -2.53% BAJAJFINSV 4,890.60 -4.99% BAJFINANCE 2,542.30 -9.00% BHARTIARTL 448.95 -4.62% BPCL 278.75 -1.26% BRITANNIA 2,529.25 -2.29% CIPLA 407.65 5.57% COALINDIA 131.70 6.86% DRREDDY 2,916.50 -1.09% EICHERMOT 14,319.80 -2.97% GAIL 69.50 -4.92% GRASIM 460.90 -2.23% HCLTECH 430.65 -3.81% HDFC 1,754.00 1.20% HDFCBANK 904.45 0.37% HEROMOTOCO 1,661.20 -7.81% HINDALCO 91.55 -3.17% HINDUNILVR 2,140.55 -2.48% IBULHSGFIN 90.90 -4.97% ICICIBANK 339.85 2.91% INDUSINDBK 411.10 -5.69% INFRATEL 156.80 0.19% INFY 652.70 1.51% IOC 76.90 -1.41% ITC 163.20 4.35% JSWSTEEL 151.45 1.10% KOTAKBANK 1,399.10 1.90% LT 837.05 -0.11% M&M 294.50 3.15% MARUTI 4,646.10 -4.75% NTPC 83.00 4.21% ONGC 64.45 -0.46% POWERGRID 160.00 1.04% RELIANCE 1,065.60 -0.06% SBIN 195.95 1.66% SUNPHARMA 338.25 -0.01% TATAMOTORS 70.70 -0.14% TATASTEEL 277.25 -2.53% TCS 1,824.50 1.87% TECHM 504.10 -2.15% TITAN 937.05 0.94% ULTRACEMCO 3,143.60 -2.65% UPL 322.20 3.09% VEDL 63.75 -3.12% WIPRO 183.50 0.49% YESBANK 26.35 -0.94% ZEEL 128.05 -0.54%
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