Portfolio Clinic (Customised)

Capital Ways Portfolio Evaluation Customised Services

Capital Ways Portfolio Evaluation Customised Services Our portfolio evaluation Customised service aims at offering an in-depth analysis of all the investments in your portfolio with respect to returns, risk associated and diversification. The analysis is done by market experts and provides an unbiased evaluation of the performance of your portfolio.

As a part of the service your portfolio will be analysed on the following parameters
  • Asset allocation vis a vis the risk profile
  • Historical Return of the portfolio
  • Risk (Standard Deviation) and Returns of the portfolio based on the historical data
  • Portfolio diversification and single stock/sector risk
  • Consensus view of the stocks/Mutual Funds in the portfolio
  • Service medium would be SMS/ Messenger ( Yahoo / Whatsapp )

The Portfolio Evaluation Customised Service puts your portfolio under a microscope and evaluates it on the 3 parameters mentioned i.e. risk-return trade-off; suitable asset allocation and diversification. The analysis is done by a team of experts and gives an in-depth and un-biased evaluation on the health of your portfolio.

This service is available at a fee of ₹ 18,00,000 Yearly.

For more details, please mail us at info@capitalways.com

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