Determine the health of your portfolio

Health Checkup

Full time Investing and managing emotions is a difficult proposition.

In good times, when an Investment stock provides excellent returns, we try and book profits too early. The stock keeps rising and we miss the bus in it for the long haul. However, stocks which fall down is where we continue to hold. All in the anticipation that “MERA BHAAV AAYEGA, TAB MAIN EXIT HO JAUNGA”.

Isn’t it the right? Haven’t you gone through that syndrome time and again?

Eventually when you assess we are left with MORE LOSERS and LESS WINNERS. This is why a REGULAR HEALTH CHECKUP of your PORTFOLIO is a MUST. Through this, you can do periodic assessment of your portfolio, and take tough decisions if need arises.

“PREVENTION is BETTER than CURE” !!

Sample report available on request…
Kindly email : contact@kunalbothra.co.in



FEATURES OF PORTFOLIO CHECK UP

1. ONE TIME ROUND UP OF ENTIRE PORTFOLIO
2. IN DEPTH ANALYSIS OF WEIGHTAGE OF STOCKS IN PORTFOLIO ON THE BASIS OF MARKET CAP,
SECTORS, PRICE PARAMETERS, HISTORICAL PERFORMANCES ETC.
3. ALTERNATE RECOMMENDATIONS COULD ALSO BE PROVIDED IN VARIETY OF TIME FRAMES.
4. ADEQUATE RECOMMENDATIONS TO HOLD/ADD/SELL/SWITCH TO OTHER STOCKS IF REQUIRED.

UNDERSTAND YOUR PORTFOLIO VERY WELL, SO YOU CAN STAND ABOVE !!

For further details kindly email at contact@kunalbothra.co.in

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