Get certified experts review on your portfolio

Q: What is external portfolio review?

It’s a feature that lets you upload or link your existing investments — such as stocks and mutual funds held outside our app — so we can analyse and give you smart, actionable insights.

Q: What kind of investments can be reviewed?

We currently review direct equity (stocks) and mutual funds — whether bought through brokers, platforms, or advisors outside our app.

Q: How do I share my external portfolio?

You can upload a statement or connect your account through supported platforms. We’ll guide you through a simple, secure process.

Q: Is this a one-time review or ongoing?

We offer both — a one-time deep-dive and optional ongoing tracking, so you always have a clear view of your overall investment health.

Q: Will I get recommendations on what to change?

Yes, our experts and systems identify underperformers, overexposure, missed opportunities, and give tailored suggestions to optimise your portfolio.You can then execute the actions on the app itself, as per your convenience.

Q: Is there a charge for reviewing external portfolios?

We offer basic analysis for free. Deeper advisory insights and ongoing monitoring may be part of premium plans.

Q: Will reviewing my external portfolio impact those investments?

No, reviewing is purely analytical. We don’t make any changes to your external holdings without your permission.

Q: How secure is my external portfolio data?

Your data is encrypted and handled with strict confidentiality. We follow industry-standard security protocols to keep your information safe.

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What You’ll Get in a Portfolio Review

Portfolio Benchmarking

Compare your portfolio to benchmarks like Nifty. Assess if returns are from allocation.

Actionable Recommendations

Get insights beyond numbers. Our experts and AI review investments for clear buy, hold, or exit calls.

Custom Portfolio Allocation

Your goals and risk appetite deserve a unique portfolio. We create tailored allocations across equity, debt, and alternatives to maximize returns while managing risks.