Is your portfolio
working hard enough?
Get a data-driven review of your stock portfolio by Vivekam's SEBI-registered advisors. Know your Portfolio Score and understand exactly where your portfolio stands.
- Identify hidden overlap and redundant stocks
- Know if your risk matches your investment objectives
- Find out if you are overpaying in fees
- Get actionable, stock-level recommendations
Get my portfolio reviewed COMPLIMENTARY
Our advisor will call you within 48 hours.
How the review works
Three simple steps to get clarity on your entire portfolio — at no cost and with no obligation.
Submit your holdings
Share your stock holdings with us. We review your positions, sectors, and weights to give you a complete portfolio picture.
Systems will analyse
Our system studies your stock holdings, checks diversification, sector exposure, and alignment with your investment objectives.
Your review call
We call you within 48 hours with a detailed portfolio report covering your score, risk profile, and observations. Personalised investment advice is provided only after a signed client agreement.
See exactly what you'll receive
Here is a real portfolio review report — every client gets this level of detail, covering their Portfolio Score, holdings analysis, and observations across all positions.
What your review covers
A comprehensive portfolio review built on Vivekam's proprietary Portfolio Score framework — developed over 15+ years of real advisory experience.
Portfolio Score Analysis
Understand your portfolio's overall health using Vivekam's proprietary scoring framework — your single most important number.
Diversification Analysis
Find out if your portfolio is too concentrated or spread too thin. Receive tailored suggestions on the right asset mix based on your risk appetite and wealth-building strategy.
Risk-Return Assessment
See whether the risk in your portfolio is actually justified by the returns you have received — most portfolios are out of balance.
Benchmark Comparison
See how your portfolio stacks up against leading indices like Nifty 50 and category peers to get a clear picture of your actual returns and performance.
Quantitative Analysis
Get powerful, data-backed insights generated by advanced algorithms that process vast amounts of market data to assess and evaluate your portfolio health.
Action Plan
Walk away with clear, stock-level observations — what looks strong, what needs a closer look, and where rebalancing may be worth considering.
What our clients say
Real investors from across India and the world who got clarity on their portfolios through a Vivekam review.
"One of the best services. They post excellent videos with no bias and proper analysis."
"Putting lot of effort for Telugu investors. Appreciate Prasad garu and team."
"Very sincere efforts to guide investors in prosperous way. Always knowledge based discussions."
Vivekam Financial Services | SEBI Registered Investment Adviser — Reg. No. INP000009481 | The portfolio review is an introductory service and does not constitute personalised investment advice under SEBI (IA) Regulations, 2013. Specific recommendations are provided only after risk profiling and execution of a client agreement. | Investments are subject to market risks. Past performance is not indicative of future results.
Questions you can answer with Vivekam services
01.
What stocks to buy? and why?
Use Vivekam Top Ranks - SPOTS to identify current top rated stocks per Vivekam. Each stock is selected due to scope to grow from current levels which are shown to every client.
02.
Where can i get insight on my stocks?
Look no further, Snapshot from Vivekam gives you all the information you need about your stock. Its expected price, high & low for the next quarter, quarterly earnings and comparison with Nifty and much more.
03.
Do I need changes in my portfolio?
Portfolio Scanner from Vivekam answers all your questions about your current holdings. Let us advice you on whether your holdings are fairly priced, under priced or more importantly over priced to take action.
04.
What Actions do i need to take for my portfolio?
Allow PRICE from Vivekam to give you insight on Sell/Buy signals on your portfolio backed by more than 10 years of backtesting and research. Make educated decisions as each of our advise is backed by sturdy rationale.
05.
Are my mutual fund holdings headed in the right direction?
Use the Mutual Fund services from Vivekam guide you on your current funds and evaluate if you need to take any action and rebalance accordingly. Remember, invest in the best available fund at any times not the fund you already hold.