STOCK PORTFOLIO REVIEW
- Health check of portfolio companies with fundamental analysis.
- Top bottom analysis of the portfolio.
- Alignment of sector weights with Clovek Model Portfolio.
- Maintaining optimal portfolio diversification as per risk profile and objectives of the customer
Price – INR 10,000/-
MF, PMS, AIF REVIEW
- Quantitative analysis of EQUITY mutual funds
- Credit and Duration analysis of DEBT mutual funds.
- Migration from Regular Schemes of MFs into Direct Schemes of MFs to save on commissions.
- Cost/Benefit analysis of PMS and AIF.
Price – INR 5,000/-
- IRR (Internal Rate of Return) calculation of insurance portfolio.
- Red marking of unwanted insurance exposure and high expense insurance policies.
- Advice on optimization of insurance portfolio.