What is a portfolio review?

A portfolio review is a detailed analysis of your investments across stocks, mutual funds, and other assets. It helps you understand your risk, returns, diversification, and whether your portfolio is aligned with your financial goals.

How does Stack analyse my portfolio?

Once you securely connect your accounts, we aggregate your financial data using the Account Aggregator framework and perform a comprehensive portfolio analysis. This includes risk assessment, diversification checks, return analysis, and identifying gaps in your financial planning.

What is the Freedom Score?

Freedom Score is a simple measure of your overall financial health. It reflects how well your portfolio is structured across risk, returns, diversification, and long-term goals.

Is my financial data safe and secure?

Yes. We use the RBI-regulated Account Aggregator framework, which ensures your data is encrypted and shared only with your consent via OTP. We do not store your sensitive credentials.

Why do I need to enter OTPs?

OTPs are required to securely verify your consent before accessing your financial data. This ensures that only you can authorize data sharing and keeps your information fully protected.

What will I get after completing the process?

You will receive a detailed Financial Health Report with your Freedom Score, along with insights on what’s working, what needs improvement, and a clear action plan to optimise your portfolio.

Will someone guide me after the analysis?

Yes. Within 48 hours, our advisors will connect with you to walk you through your report and help you take the right next steps based on your goals.

How can I improve my portfolio after the review?

Based on your analysis, we provide a personalised financial plan that outlines what to keep, what to change, and how to optimise your investments for better returns and lower risk.

Why is my portfolio not growing?

Many portfolios underperform due to poor asset allocation, high overlap, or taking the wrong level of risk. A detailed portfolio review helps identify and fix these issues.

How often should I review my portfolio?

Ideally, you should review your portfolio every 6 to 12 months or whenever there are significant changes in your financial goals or market conditions.

Know Your Portfolio Score.
Fix What’s Holding You Back

Get a complete financial analysis of your portfolio — across stocks, mutual funds, bank accounts and more. Identify gaps, optimise your investments, and get a personalised action plan with expert guidance.

100% secure via RBI-regulated Account Aggregator. Your data is encrypted, shared only with your consent via OTP, and never stored or misused.

RBI Regulated

₹5,000 Cr portfolio analysed. Detailed report & expert consultation within 48 hrs.

Why choose Stack Wealth?

Registered Investors

SEBI Registered advisors

Supported on India's largest brokers

of investment expertise

A 360° view of your finances

Most portfolios underperform due to unnoticed risks, overlaps, and poor allocation. We analyse your entire financial portfolio and highlight what needs fixing.

Plan Your Financial Goals, Not Just Investments

Align your portfolio with real-life goals — retirement, home, emergency fund and more. Get a structured financial plan based on your risk profile and timelines.