No. We never ask for your broker login or trading access. For scanning holdings, you will verify your identity with a one-time OTP through an RBI-regulated Account Aggregator. This grants read-only access to your Demat holdings - no trading or withdrawal permissions.
Instantly Evaluate Your Portfolio
in
5 Minutes
Analyse and improve your entire stocks & mutual funds portfolio with institutional-grade clarity, completely free.
Your data is 100% protected • Read-only access • Takes 5 minutes
What PortfolYOU Will Do for You
Sector allocation check
Identify concentration risks and hidden biases
Risk analysis
Volatility, downside protection, and drawdown scenarios
Goal alignment
Is your portfolio aligned with your wealth objectives?
Clear action plan
Precise Add / Hold / Replace / Exit recommendations
Deep stock-by-stock & mutual fund review
Performance, momentum, quality, and valuation analysis
Analyse All Your Investments in One Place
See What's In-Form
Identify your strongest holdings driving alpha
See What's Out-of-Form
Spot underperformers quietly eroding returns
Know Exactly What to Do
Clear, confident decisions on every stocks & mutual funds
Built By Investors For Investors
Review Your Portfolio Free
Fast Review • Smart Advice • Zero Cost
Your data is 100% protected • Read-only access • Takes 5 minutes
Frequently Asked Questions
No, we do not place trades for you. However, once you receive the BUY | SELL | HOLD recommendations, you can execute your trades directly from your own brokerage account, including selling any stocks you choose to exit. You stay fully in control.
You can request one-time reviews or subscribe for ongoing advisory with periodic rebalancing suggestions.
We can scan Demat holdings from all brokers supported through the RBI-regulated Account Aggregator framework.