Align Your Portfolio
With Your Evolving
Financial Goals
Assess your
portfolio holdings.
Evaluate the performance of invested funds
against the peers and the benchmark.
Check how much alpha your portfolio generates
for the risk you’re taking.
Get tailored insights to revamp your
financial strategy.
Review Your Portfolio
Match Your Portfolio Risk Level With Your Risk Profile.
Discover your risk appetite and risk tolerance via our insightful Risk Profiling Quiz and ensure that your portfolio risk level matches your profile.
Introduce True Diversification
Eliminate redundant investments. Our experts will highlight the asset class distribution, identify duplicate investments, and suggest realignment of your portfolio for optimal results.
Beat the Benchmark
Revamp your portfolio to surpass the benchmark. Our team will help you identify underperforming assets and offer strategic investment opportunities.
Who Should Get
The Portfolio Review Done?
Who Should Get
The Portfolio Review Done?
If your overall portfolio is not beating the benchmark.
If you don’t have the time or resources to find ideal investment opportunities.
If you panic sell when the market fluctuates.
If you have too many mutual fund schemes and stocks in your portfolio.
Why Should You
Review Your Portfolio?
VNN Wealth experts study your portfolio under a microscope to find any gaps and scope for improvements. It’s a data-driven, scientific approach to optimizing your investments for better results and to achieve your financial goals faster.
How To Get Your Portfolio Reviewed?
Download your Consolidated
Account Statement (e-CAS)
Fill in your basic details and
upload your e-CAS statement
Our experts will get in
touch with you.
How to Download Your Consolidated Account Statement (e-CAS) from CAMS?
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