SWOT Score
Active Portfolio Monitoring for Smarter Investing
SWOT Service: Keep Your Portfolio Strong & Ahead of the Market
The Vivekam SWOT Service is designed to help you actively manage your equity portfolio using a structured, research-driven review process.
The core objective is clear:
➡ Maintain your portfolio score above 93
A score above 93 significantly improves the chances of beating the Nifty index — the most widely followed benchmark in India.
With regular reviews, timely adjustments, and a transparent membership model, the SWOT service helps ensure your portfolio stays healthy and aligned for long-term outperformance.
What This Report Covers
Portfolio Stress & Synergy Check
We start by answering one critical question:
Can your portfolio survive the next market downturn?
This section shows:
- How does your current portfolio behave across market cycles
- Why good stocks can still create weak portfolios
- The difference between individual stock strength and portfolio synergy
Focus: Understanding whether your stocks work together, not just individually.
Your Portfolio Score
Your entire portfolio is summarized into a single, easy-to-track Portfolio Score.
This score is built using:
- Stock Growth (25 marks) – consistency and performance
- Fair Price (25 marks) – valuation vs fair value
- Portfolio Fundamentals (50 marks) – combined business strength
Focus: One number that reflects overall portfolio health.
Why the Score Matters & How to Improve It
Here we show why a strong score is important and how it impacts outcomes.
This section highlights:
- Evidence that higher-scoring portfolios tend to perform better
- Your current score vs the potential improved score
- A clear action summary:
- Total stocks in your portfolio
- Stocks to exit
- Stocks to add
Focus: Turning analysis into a simple improvement roadmap.
Stock-by-Stock Action Plan
Every stock in your portfolio is evaluated individually.
For each holding, we show:
- Earnings trend and fundamentals
- Current price vs target price
- Clear action guidance:
- HOLD – strong fit
- SELL – weak or risky
- SWITCH – a better alternative is available
Focus: Removing emotion and bringing clarity to every stock decision.
Replacement & Upgrade Recommendations
After identifying exits, we suggest stocks to strengthen your portfolio score.
This section includes:
- Recommended stocks based on your available cash
- Two options:
- Market-cap agnostic basket
- Large-cap focused basket
- Exact quantities and allocation values
Focus: Not just fixing problems, but upgrading portfolio quality.
This report is designed to help you move from a collection of stocks to a well-structured, resilient portfolio—one score at a time.
Transparent Pricing Structure
- Flat annual cost of ₹25,000
- Includes 25 detailed portfolio reviews
- Valid for 12 months or until reviews are used
- Cost is same for all portfolio sizes
- No hidden charges — FIU (financial data retrieval) included
- Simple renewal option to extend service for another 12 months
Why Choose the SWOT Service?
Because the core goal is powerful:
Keep your portfolio above a score of 93, improving the chances of outperforming the Nifty index consistently.
Because the system is simple:
25 reviews
12 months
One flat fee
Transparent, predictable, research-backed guidance
Because it’s cost-efficient:
The larger your portfolio grows, the lower your effective fee becomes:
₹50 lakh portfolio → 0.50% per year
₹1 crore portfolio → 0.25% per year
A professional-grade monitoring service at a fraction of the cost.
Who Should Use the SWOT Service?
The SWOT membership is ideal for:
- Investors who want data-backed portfolio monitoring
Long-term equity investors seeking to beat index returns consistently
Anyone who prefers transparent pricing instead of percentage-based fees
- Investors who want regular portfolio upgrades during market changes
- People who desire expert-driven reviews without the cost of PMS
SWOT Service vs Traditional Advisory
| Feature | Vivekam SWOT Service | Traditional Advisory |
|---|---|---|
|
Portfolio Monitoring |
Regular, structured 25 reviews |
Occasional or on-demand |
|
Pricing |
Flat ₹25,000/year |
Percentage of portfolio value |
|
Updates |
Based on results + valuations |
Generic or infrequent |
|
Holdings Update |
FIU-supported, automated |
Manual uploads |
|
Focus |
Maintain score above 93 |
Typically past performance |
|
Goal |
Beat Nifty with discipline |
Not always benchmark-oriented |
Frequently Asked Questions (FAQ)
The SWOT Score is a scientific measure of your portfolio’s strength and quality, based on company performance and valuation.
It helps you identify weak or overpriced stocks, distinguish growth from de-growth, and get replacement ideas.
Portfolios maintaining a Score above 93 have historically earned 5%+ alpha over the index.
The score is dynamic and changes with:
Company results
Market price movements
Portfolio transactions
Corporate actions like bonuses or splits
This ensures your portfolio health is always assessed in real time.
Ideally every few weeks, or after major result announcements or portfolio changes.
Regular reviews help you act promptly and stay above the 93 score threshold.
No. There are no limits on portfolio size.
Investors of all portfolio values get the same professional-grade analysis at a fraction of fund manager costs.
No. Each PAN is treated separately.
Family holdings may be consolidated via off-market transfer into one PAN, or evaluated individually using ECAS or FIU access.
You can recharge immediately by paying ₹25,000 again.
This gives you another 12 months and 25 fresh reviews from the recharge date.
No direct sell advice is given.
The SWOT report flags weak, overpriced, or de-growth stocks and provides rule-based replacement ideas.
All decisions remain DIY, unbiased, and data-driven.
No.
The ₹25,000 fee is all-inclusive for 25 reviews or 12 months (whichever is earlier).
Only applicable taxes are extra. No commissions or performance fees.
No.
The SWOT Score works independently on your existing demat holdings.
You only need to upload ECAS or authorize FIU access for authentic analysis.
Ready to Strengthen Your Portfolio?
Join the SWOT Service and gain structured, professional monitoring for an entire year at a single, transparent price.
For detailed terms, fee disclosures, and to begin your personalized SWOT Score service, click “Get Started” or contact our advisory team today.