• SEBI Registration: INA000019707
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Overview

Portfolio Review Services

Portfolio Review Services is a personalized investment analysis offering designed to provide clients with a comprehensive evaluation of their existing portfolios. As an investment advisor, my approach emphasizes risk management, strategic balance, and alignment with clients’ long-term financial goals, without engaging in stock recommendations or transaction-based advice.

Behind every stock is a company. We are here to find out what it is doing

How do I study Portfolios ?

Portfolio Review

I thoroughly assess individual holdings, considering current market dynamics, sectoral trends, and economic indicators to identify potential risks and uncover opportunities for optimization. This service aims to align clients’ investments with their financial goals by offering strategic insights, asset allocation adjustments, and diversification recommendations. By delivering objective, data-driven feedback, Portfolio Review Services empowers clients to make informed decisions, enhance portfolio performance, and navigate market uncertainties with confidence.

Stages Of Analysis

Stock Selection Methodology

Stage 3 : Sector selection

Sector selection is driven by a blend of fundamental strength and technical momentum. Fundamentally, sectors with strong earnings growth, consistent cash flow generation, and favorable macroeconomic tailwinds are prioritized. Alongside selective exposure to high-growth sectors for long-term expansion. Technical analysis tools such as sector rotation models, relative strength comparisons, and moving average crossovers are employed to identify sectors gaining momentum and outperforming the broader market.

Active Monitoring and In-Depth Equity Analysis for Sustained Performance. Sectoral shifts, macroeconomic changes, and geopolitical risks are also closely monitored to adjust allocations proactively. By integrating both top-down sector analysis and bottom-up stock evaluation, ensuring each investment remains fundamentally strong and technically sound, supporting consistent performance and effective risk management.

Dynamic Sector Analysis for Strategic Equity Positioning plays a pivotal role. To optimize equity allocation, sector analysis begins with an in-depth macroeconomic assessment to identify sectors aligned with prevailing economic cycles, policy shifts, and global market trends. Advanced equity analysis techniques, including fundamental valuation models (such as DCF and EV/EBITDA) and technical indicators (like price-to-volume analysis), are integrated to validate sector strength and market leadership.

Individual stock reading is grounded in a rigorous blend of fundamental analysis and technical evaluation. Fundamental research focuses on key financial metrics to ensure financial strength and operational efficiency. Additionally, competitive peer analysis, management effectiveness, and industry positioning are closely examined to assess long-term potential. Candlestick patterns, support and resistance zones, and breakout confirmations further validate market sentiment and price action.

Back testing is a critical process for evaluating the effectiveness of investment strategies by applying them to historical market data. This involves simulating trades to assess how a strategy would have performed in past market conditions, providing insights into its potential profitability. Key components of this process include utilizing high-quality, granular historical data to ensure accuracy in simulation results; calculating performance metrics evaluating risk-adjusted returns; and incorporating realistic assumptions.

Key Features

  • Comprehensive evaluation of clients’ existing equity portfolios.
  • Analysis of individual stock holdings based on market conditions, company fundamentals, and sector performance.
  • Identification of concentration and overexposure in specific sectors, with insights on diversification if needed.
  • Analysis of the impact of macroeconomic and microeconomic factors on the overall portfolio performance.
  • Evaluation of asset allocation within the equity portfolio to highlight imbalances and inefficiencies.

Pricing

Fee
15,000 inclusive of 18% gst
I have read the Disclosure
Key Feature

Philosophy

The core philosophy behind Portfolio Review Services is rooted in empowering investors to make informed decisions about their equity investments. My aim is to provide clients with deep insights into their existing holdings, highlighting strengths, identifying potential risks, and uncovering inefficiencies that may hinder performance. I believe that a well-structured and thoughtfully managed equity portfolio is the foundation of sustainable wealth creation. Additionally, I am profoundly grateful to the members who have shown immense support and confidence in this endeavor; your trust is the cornerstone of our collective success.

Disclosures

  • Name of the IA as Registered with SEBI: Ayushi chauksey adviser Pvt. Ltd.
  • Registered Office Address: 801 synergy business park, stellar management and Teloz spaces , Sahkarwadi Sahakar BHD Virwani INDL Estate,near metro railway station, Goregaon East, Mumbai, Maharashtra, India, 400063
  • Contact Number: +91 79001 93068
  • SEBI Registration Number: INA000019707
  • Trade Name of IA Ayushi chauksey adviser Pvt. Ltd.
  • BASL Membership Number: BASL2224
  • Standard Warning : “Investment in securities market is subject to market risks. Read all the related documents carefully before investing.”
  • Disclaimers : “Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors”

Please ensure you carefully read the Risk Disclosures

I remain on the forefront of conducting global market analysis and targeting potential business opportunities with a particular emphasis on Equity markets & Commodity market. Capital trading consultation has put me in a pivotal role to cultivate solid professional relationships, inspire client loyalty, and foster a progressive flow of continuously increasing success. The information and views in this website & all the services I provide are believed to be reliable, but I do not accept any responsibility (or liability) for errors of fact or opinion. Users have the right to choose the product/s that suits them the most. Investment in equity & commodities has its own risks. Sincere efforts have been made to present the right investment perspective. The information contained herein is based on analysis and on sources that I consider reliable. I, however, do not vouch for the consistency or the completeness thereof. This material is for personal information and I am not responsible for any loss incurred due to it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations I give.

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