We thank you for your interest in using the Compare Portfolio Tool. Through this tool, we endeavor to provide a brief check up of your portfolio’s health.
There are 2 ways to use this tool as follows:
Here you have to enter the required details in the predefined MS Excel format as provided in the downloadable template. Please note, ISIN and Quantities are the mandatory fields to provide our analysis.
Here you may type the name of the equities in your portfolio one after another along with the holding quantities. Please note, the system will provide suggestions as you enter the equity name. You may select the appropriate name.
At the end of the analysis, if you wish to speak to our PMS Advisor for a detailed discussion on your portfolio, please feel free to get in touch with our PMS advisor at the nearest branch.
Be rest assured, none of the information entered by you pertaining to your portfolio will be stored anywhere, unless you wish to.
If you wish to speak to our PMS Advisor for a detailed discussion on your portfolio, Click Here.