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Portfolio Health
Checkup.

Diversification, risk, sector allocation, performance and AI-backed recommendations — all in under a minute. Free & secure.

How it works
Free & instant RBI-licensed OneMoney Read-only · No charges
Portfolio Health Score Good
74
74 / 100
Health score
↑ 4pts this month
Diversification
Good
Risk Grade
Moderate
Returns vs Index
+3.2%
Sector Spread
8 sectors

Illustrative example

What we analyse

Everything your portfolio needs,
checked in one place

Five layers of intelligent analysis turn raw holdings into clear, actionable insight.

🧩

Diversification

See if your wealth is spread wisely or dangerously concentrated in a handful of names.

⚠️

Risk Analysis

Surface hidden volatility and downside exposure before market swings do.

🏭

Sector Allocation

Understand how your money is split across sectors and spot over-weight bets.

📈

Performance

Benchmark real returns against the market and spot underperforming holdings.

💡

Recommendations

Get clear, prioritised next steps tailored to your portfolio.

🔒

Secure & Private

Fetched via RBI-licensed OneMoney consent. Read-only, encrypted, never shared.

How it works

Three simple steps to clarity

From consent to insight in under a minute — no paperwork, no friction.

1

OneMoney OTP Validation

Verify securely with a one-time password through RBI-licensed OneMoney.

2

Unlock PHC

Once verified, your Portfolio Health Checkup unlocks and holdings are fetched securely.

3

View Portfolio Insights

Explore your full health report — scores, risks, and recommendations.

Know your portfolio's health before the market tests it

Join investors who check first and invest smarter. Free, secure, under a minute.

🔒 Secured by OneMoney · Read-only access · No hidden charges