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Portfolio Tracking

Periodic Reports

Investors generally hold a host of instruments such as shares, mutual funds, and fixed income instruments acquired from time to time at varying prices. Compilation of portfolios in a systematic manner is always a cumbersome task least of investor’s liking. On the top of it, recalculating the current value of the portfolio though extremely important puts off investors. However, tracking portfolio is a very critical tool for corrective and rebalancing actions.

Investmentz.com provides a number of statements for mutual funds, equity transactions, and depository holdings, among others. These are not only compiled from transactions with investmentz.com, but are also revalued on an ongoing basis based on latest prices on exchanges and NAVs declared by mutual funds. It practically takes away the post trade most time consuming function of an investor. You may choose to subscribe to tax tracker for your IT calculations.

Advisory

We provide advisory services to exiting/new clients intending to build an investment portfolio or to fortify an existing portfolio. Our approach towards building a portfolio is underpinned by the client’s profile, risk appetite, tenure of investment, and fundamental analysis for requisite stock selection.

We have developed baskets of portfolio stocks based on risk appetite of a client viz., aggressive, moderate, mid-cap and defensive. The client can select from the basket based on his/her profile, risk appetite, and tenure of investments.

Our fundamental analysis of stocks selection is based on a three-level screening, which entails: Industry-level analysis: Sector/ management/ market capitalization/sector outlook etc Financials: (Profitability, sales growth, EBITDA /PAT margins, debt, and shareholding pattern etc Valuations: P/E, D/E, EPS, EV/EBITDA, RoCE, RoE, and cash flows etc.

SEBI Reg. Nos | BSE CM:INB 010607233 & Derivatives:INF 010607233 | NSE CM:INB 230607239 | Derivatives INF 230607239 & Currency Derivatives INE 230607239 | MCX SX INB 260607230 | Derivatives INF 260607230 and Currency Derivatives INE 260607230 | DP: IN-DP-CDSL-28-99 and Merchant Banking INM000010973.