What is Portfolio Review Pro?

(Please note: Product only for investors in India) Portfolio Review Pro optimizes your mutual fund portfolio without the need to download yet another app. It fetches your MF holdings, shows you a portfolio snapshot, and gives you insights and recommendations to optimise the returns of your MF portfolio.

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Recent Portfolio Review Pro Launches

Portfolio Review Pro Elevate your portfolio's performance

Launched on September 4th, 2023

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Reviews

Aditya Gadgil

•1 review

I have been using this product since last month. It updates my mutual funds portfolio almost instantly, that means I can see my latest SIP amount added to my portfolio too! It provides me with great insights on mutual funds that I hold and shows if there is any major deviation from my investment strategy. I would recommeds this product to the new investors as well as seasoned investors as a one stop view of their portfolio with all asset management companies without logging into the brokerage accounts or even direct accounts.

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1yr ago

debjeet swain

•1 review

Its a brilliant tool to say the least, i have been with Primeinvestor for years now and have been able to follow their research for all my stock market decisions, since i diligently follow their advise i didnt have any actionable from the review which is good thing :) but the report is super actionable, benchmarks returns with each MF and also provides insights into how we are doing based on our goals and risk apetitite, amazing innovation. We need more such products to scale financial inclusion.

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1yr ago

Sreenath YV

•1 review

I've been a PrimeInvestor customer for a few years and by far Portfolio Review Pro is the best tool I've come across. At the click of a button we can learn how healthy one's MF portfolio is with DIY recommendations that pin point to actions to be taken at a particular fund level. Another great feature also is it aggregates all stocks across all the folios you hold and shows the %age of stock holdings of the top few. This I guess coupled with a MF Overlap tool that PrimeInvestor has, you can be rest assured that you are well diversified and not over concentrated. I'm sure in the coming releases, we will get to see more powerful features and this will be a boon to all DIY MF investors in India.

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1yr ago

Naveen

•1 review

It is NOT how a fund performs, but how your portfolio performs. And all analysis and detailed recommendations should be connected to that portfolio. Prime Investor has achieved this key customer delight with a superb onboarding. Thanks to PI team for putting it out there!

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1yr ago

Rajat Poddar

•1 review

very useful review tool for DIY investors

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1yr ago

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