Portfolio Analysis

Portfolio Analysis

Expert Advisory · Improve Quality & Returns

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    Office Address : C9 803, Srs Residency Sector 88, Faridabad, Haryana, 121002

    SEBI regional/local office address:
    NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023

    support@finskool21@gmail.com

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    +91 9871485507

    Improve your portfolio quality and returns with expert guidance.

    Our Portfolio Analysis service is designed to evaluate your existing investments in detail, helping you understand what to hold, what to exit, and where to redeploy the capital freed up from selling. This service includes 1 year of ongoing support and a comprehensive review after 6 months.

    1 yr

    Ongoing support included

    6 mo

    Follow-up review

    Hold / Sell / Add

    Clear recommendation per stock

    Custom

    Fee based on portfolio size

    What You Receive
    Stocks to Hold
    Every stock you should continue holding, with reasoning and revised targets.
    Stocks to Sell
    Underperforming or weak stocks to exit, with full reasoning behind each call.
    Stocks to Add / Increase
    Opportunities to strengthen your portfolio by increasing existing strong positions.
    Capital Redeployment Ideas
    If stocks are sold, we suggest where to reinvest the freed capital with proper reasoning.
    How It Works
    01
    Share Your Portfolio
    Submit your current holdings — the stocks you own, quantities, and your average buy price — for a thorough review.
    02
    In-Depth Stock Analysis
    Each stock in your portfolio is individually and carefully analyzed based on fundamentals, valuations, and market position.
    03
    Detailed Report Delivered
    You receive a comprehensive report with clear Hold / Sell / Add recommendations and the reasoning behind each one.
    04
    1 Year Support + 6-Month Review
    Post-analysis, we guide you on deploying additional funds — which stocks to buy, at what price, and why. A full review is done again at 6 months.

    Service Outcome

    • A clear, actionable report covering every stock — Hold, Sell, or Add with full reasoning.
    • Removal of weak or underperforming stocks to strengthen overall portfolio quality.
    • Guidance on reinvesting capital freed from sold positions into better opportunities.
    • 1 year of ongoing support for deploying fresh funds at the right price and timing.
    • A comprehensive portfolio reassessment after 6 months to track progress and adjust.
    Get Your Portfolio Analysed
    For Existing Investors
    Portfolio Analysis Service
    A detailed, stock-by-stock review with 1 year of ongoing support and a 6-month follow-up review.
    Support Period
    1 Year
    Includes ongoing buy guidance with levels & reasoning
    Fee Structure
    Custom
    Based on portfolio size & number of stocks held
    • Stock-by-stock analysis — Hold, Sell, or Add
    • Capital redeployment guidance for sold stocks
    • 1 year support — ongoing buy guidance with levels
    • 6-month review — full portfolio reassessment
    Contact us for a custom quote
    Faq's
    1. What is the Portfolio Analysis service?
    Portfolio Analysis is a paid advisory service where we review your existing investment portfolio in detail. Each stock is carefully analyzed to help you decide whether to hold, sell, or increase your investment.
    The fee depends on the total capital invested in your portfolio and the number of stocks you hold. Since each stock requires detailed analysis, pricing may vary accordingly. Contact us for a custom quote.
    You will receive a detailed report that includes: Stocks to Hold, Stocks to Sell, Stocks to Add or Increase, and clear reasoning behind each recommendation.
    If any stock is recommended for selling, we will also suggest alternative investment opportunities where you can reinvest that capital, along with proper reasoning.
    Along with the analysis, you get 1 year of support. During this period, whenever you have additional funds, we will guide you on which stocks to buy, at suitable price levels, with the logic behind each recommendation.
    This service is ideal for investors who already have a portfolio, individuals seeking expert guidance to improve their investments, and investors looking to remove weak stocks and strengthen their portfolio.
    Yes, beginners can also benefit. This service helps you understand your portfolio better and build a more structured investment approach.