Your existing Portfolio Advisory – Portfolio Optimizer

Can you advise me on all my portfolio stocks on an ongoing basis?

1. Optimize your portfolio

What you need is to upload your portfolio from any broker site or sites like Moneycontrol, Equity Master or Value Research. It takes less than a minute. Once you have done that, you can track your portfolio on a real-time basis and analyze it at an in-depth level. Marketsmojo’s Optimizer Service is just a click away. It analyses your overall portfolio on a real-time basis and starts giving you recommendations of what to sell, hold and what to buy

2. Best of stocks and best of portfolio theory

Our objective is simple. How to generate much higher returns on your portfolio by shifting to better stocks and balancing your portfolio with what works. 80% of your stocks should be doing much better than 20% of your stocks, as you can never go right on all your stocks. Look at your portfolio and see if that’s happening right now? We achieve this at the minimum, and that’s why lacs of customer trust our portfolio service

3. 24/7 advisory on your stocks and portfolio, life long

We monitor your stocks, and portfolio construct both in real-time. We will advise you on which stocks to sell with quantity, along with which ones to then buy with the quantity. You have to keep executing the same with your broker and keep updating your portfolio on Marketsmojo.

4. Monthly detailed review of your portfolio

On a monthly basis you would receive an Investment Commentary along with portfolio actions done for the month. Things that can be improved in your portfolio further, as coming month’s action report.

What can you do with Portfolio Optimizer?

1. You can upload multiple portfolios from any of your brokers or Moneycontrol, Equity Master, Value Research or any other such sites

2. You can optimize your overall portfolio or even various portfolio separately in the Portfolio Optimizer Section. This will tell you an overall hold, sell and buy, with quantities and subsequently will update you on any change as and when for the whole life of the portfolio

3. You need to execute the trades with your broker and keep updating your Portfolio on Marketsmojo

4. You will receive a rationale for switching from one stock to the other.

It’s such a dynamic world that if you don’t manage your stock portfolio, you will only lose more and more money.  

“I kept buying and never sold on time and ended up with over 100 stocks. One use of Optimizer and came down to 20 stocks and from that day my portfolio has never disappointed me. Touch wood!” – Mahesh Punjabi

Join us today and see your investments grow and that is our ONLY single objective.

Dr. Mohit Batra Founder and CEO