Free Portfolio Audit
Know exactly where your money stands. Our SEBI-registered advisors analyse your holdings and deliver an honest, jargon-free audit — completely free, with zero product push.
SEBI Registered
INA000021474
100% Unbiased
No product push
Expert Analysts
CFA & CFP certified
Completely Free
No hidden charges
How the audit works
Share Your Portfolio
Upload your portfolio statement or connect your account securely.
Expert Analysis
Our SEBI-registered advisors run a thorough audit within the committed turnaround time.
Get Your Report
Receive a detailed, actionable report with clear recommendations — no jargon.
Pick the audit that fits your portfolio
Each audit is tailored to the asset class — so you get insights that actually matter to your specific holdings.
Mutual Fund Portfolio Audit
Direct & Regular Fund Analysis
Our SEBI-registered advisors review your complete mutual fund holdings — identifying overlapping schemes, expense ratio drag, underperforming funds, and mis-aligned risk — then deliver a clear action plan.
- Fund overlap & duplication check
- Expense ratio & hidden cost analysis
- Risk-return efficiency review
- Sector & asset allocation map
- SIP optimisation suggestions
- Switch to direct fund guidance
Equity Portfolio Audit
Stock Holdings Deep-Dive
A stock-by-stock review of your equity portfolio covering concentration risk, sector bias, quality metrics, and valuation. Get actionable buy / hold / exit calls backed by fundamental research.
- Stock-by-stock quality scoring
- Concentration & sector risk flags
- Fundamental valuation check
- Portfolio health score (0–100)
- Buy / Hold / Exit recommendations
- Diversification roadmap
Enterprise Portfolio Audit
Institutional & HNI Advisory
End-to-end wealth audit for HNIs, family offices, and corporate treasuries. Covers multi-asset portfolios including equity, debt, real estate, and alternate investments with a dedicated advisory relationship.
- Multi-asset class review
- Tax-efficiency & LTCG analysis
- Liquidity ladder assessment
- Alternate investment evaluation
- Custom benchmark comparison
- Dedicated relationship manager
Not sure which audit to pick?
Tell us about your portfolio and we will recommend the right audit for you.
Talk to an AdvisorDisclaimer: Portfolio audits are for informational purposes only and do not constitute investment advice. Investment in securities market are subject to market risks. Read all related documents carefully before investing. SEBI Registered Investment Advisor: INA000021474.