top of page
Frame 4.png

Helped Over 700+ people claim back control on their capital

Portfolio CleanUP

Get your equity holdings assessed for actionable advice by
KAVITA AGRAWAL CMT CFA

Why get a Portfolio CleanUP?

Match your Portfolio with your Risk Appetite

Mindful portfolio is the key to mental peace.

Complimentary 1-on-1 Consultation

We will discuss your desired timeframe, goals and more before providing Actionable Advice

Tax-loss harvesting and Profit reaping

Take full advantage of this taxation hack to reduce tax bill! 

Bring portfolio to ideal size

Overallocation and underallocation are both harmful. Achieve the right balance with right advice!

Trade Tracker V3.3

Track all your equity and mutual fund holdings in one Google Sheet for better decision making

2.png
Portfolio CleanUP

Stock Analysis Request (TEMPORARILY CLOSED)

HOW THIS WORKS:

1) Fill up the form below and process the nominal payment

2) I will analyse your stock and create a video link within 3 days of submission

3) You will receive the video link to my analysis response for immediate viewing

4) The analysis will be later broadcasted on my social media on Wed/Fri at 5PM

Stock Analysis Request

Submissions are analysed within 3 days of submission. The video link will be sent the same day of analysis.

To receive the analysis video link

To receive the analysis video link

Only enter 1 stock name. For multiple requests please fill the form multiple times or raise Portfolio CleanUP request

If you are holding the stock, input your average cost, if not enter the current market price

Short Term or Long term/ Holding horizon / Personal analysis

Form Submissions with failed payment will be rejected.

bottom of page