Stocks, Mutual Fund and Investment Portfolio Review

Thank you for trusting on our service and trusting us for unbiased opinion.

On successful payment you will get a booking window to schedule time as per your availbility.

We will review up to “20 stocks” of yours in an hour approximately, so please if you have more stocks then please list only those which you want to have a discussion and review.

Below is the agenda which we will follow in our review meeting.

• Meet and Greet

• Standard Disclaimer

• Check your given stocks portfolio

• Fundamental Review

  • In fundamental review we will check stock on various parameters like is it a growth or a value company

  • What are the financial parameters of the company like RoE, RoCE, RoA, Debt Ratio etc.

• Technical Review

  • In technical review we will check wheather stock is stong on daily, weekly and Monthly chart

  • Are there any entry exit opportunity?

  • What are short-term and long-term demand supply region?

• Question Answers in General

Once again thank you for trusting us for our service and we hope you will get all the required insight about your portfolio.