Your investment portfolio is the foundation of your financial future. But without regular evaluation, even well-intentioned investments can drift off course, accumulate hidden risks, or fail to deliver optimal returns. Our Portfolio Evaluation service provides a comprehensive, unbiased analysis that reveals exactly where you stand — and where you need to go.
What We Assess
Current Portfolio Structure
Analyzing how your investments are distributed across different instruments
Scheme Quality & Consistency
Evaluating fund performance, management quality, and track record
Risk vs Return Alignment
Ensuring your risk exposure matches your financial goals and comfort level
Asset Class Diversification
Checking if you're properly diversified across equity, debt, and other assets
Overlapping Holdings
Identifying duplicate investments that reduce diversification benefits
Unmanaged or Hidden Risks
Uncovering concentration risks, sector biases, and exposure gaps
Liquidity & Suitability
Assessing if your investments match your time horizon and cash needs
Rebalancing Requirements
Recommending adjustments to restore optimal allocation
Why It Matters
A poorly structured portfolio can limit growth, increase risk, and delay your long-term goals. Regular evaluation keeps your investments healthy and goal-aligned.
Many investors unknowingly hold underperforming funds, pay excessive fees, or carry concentrated risks. Our evaluation brings clarity, identifies opportunities, and provides a clear action plan to optimize your wealth-building journey.
Benefits of Portfolio Evaluation
Clear Understanding
Gain complete visibility into your investment position, performance, and potential
Reduced Risk
Identify and eliminate hidden risks through smart rebalancing and diversification
Enhanced Returns
Unlock better return potential by optimizing asset allocation and fund selection
Remove Deadweight
Eliminate underperforming or unnecessary products dragging down your portfolio
Goal Alignment
Ensure every investment serves a purpose and supports your life goals
Actionable Insights
Receive clear, practical recommendations you can implement immediately
Why Choose PlanUrDream
We provide unbiased, data-backed insights and actionable recommendations that safeguard your future and simplify your wealth journey.
Unlike product-driven advisors, we focus on what's best for you. Our evaluation is thorough, transparent, and designed to empower you with knowledge. Whether you're a seasoned investor or just starting out, we help you make confident decisions that align with your dreams.
Ready to Evaluate Your Portfolio?
Get a comprehensive analysis and actionable insights today. Let's ensure your investments are working as hard as you do.