Free, unbiased health check for your mutual fund portfolio
Report Delivered
2-3 business days
Share your CAS or folio details and receive a clean, educational portfolio health report designed for better decision-making.
Confidential Review
Your information is used only to prepare the report.
No Catch
No hidden fees, no forced consultation, no obligation.
Why It Matters
Most investors never get a real portfolio review.
Many reviews focus on selling new products instead of reviewing what you already own. Since some reviews are linked to commissions, they are rarely completely neutral.
Our Portfolio Health Check is built to be unbiased and educational, helping you understand performance, risk, overlap, and suitability without any obligation to buy anything.
Report Coverage
What your free report covers
Portfolio Overview
Inflows, outflows, XIRR, category allocation, and sector split.
Portfolio Journey
Track invested value versus current value over time.
Top Performers
Identify funds that are consistently adding value.
Funds Needing Attention
Spot underperforming investments that may deserve review.
Quartile Consistency
See which funds regularly outperform their category peers.
Portfolio Overlap
Detect duplicate stock exposure across multiple funds.
Completely Free
No catch. No pressure. Just clarity.
Our goal is simple: help investors understand their portfolio better and make informed financial decisions.
No charges for the report.
No obligation to invest through us.
No mandatory consultation.
No sales pitch disguised as advice.
FAQ
Frequently asked questions
Yes. There are absolutely no charges for this portfolio health check.
No. This report is educational and comes with no obligation to invest through us.
Most reports are delivered within 2-3 business days after receiving your CAS or folio details.
Yes. Your information is treated confidentially and used only to prepare your report.