Portfolio Review PRO
Portfolio Review PRO
# Live view of all your Mutual fund in one place.
# Know Your Asset Allocation (Current vs Proposed)
# Get Your Risk Profile and Product suitability.
# Allign your portfolio as per IPS & review time to time.
Enter your Pan no, Enter your Mobile no You will receive OTP from MF Central - Put otp. You will get Quick snap shot of your entire portfolio.
Portfolio Review Analytics based on Investor Risk
Profile and IPS (Investment poicy statement )
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Portfolio Review PRO Analytics :
Portfolio review PRO uses research based algorithams to assess your portfolio risk and quality.
It uses various algoritham to check portfolio Health, Rirk vs Return Volatality and drawdown in different market scnerio.
Deep Analysis of Portfolio Historical Returns including rolling analysis, correlation analysis, beta, portfolio overlap etc.
It uses algoritham to analyze risk profile Current Portfolio and deviation from IPS and action required as well as continuous review.