Portfolio Review Pro is a one of it's kind automated tool that assists & guides DIY investor like me in fine tuning or changing the composition of the portfolio. The aim is help the lay investor better her investment returns and if needed consolidate the portfolio. PrimeInvestor has pioneered the idea of offering subscription based investment advice meant to help small investors such as I to make rounded/well-considered investment decisions. More power to the team at PrimeInvestor.
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!
Great tool from PI. Some improvements made since debut gives a lot of insights. Looking for more improvements / suggestions in future, which is inherent to PI team. Thanks for launching this
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.
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.
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.
Amazing product innovation by Prime Investor. One stop shop for a 360 degree view of the health of your portfolio. TMuch needed. Thanks a ton. Wishing you a great success. Venkat
This is one of the excellent product. Many of us investing in MF through what we hear, through google, some friends recommendation and info from market rumors & news and so on. I feel highlight of this product is very unique in market.
some product insight :- I invested in 6 Schemes. outcome is measured as follows.
1.Performance
1 of your 6 funds have delivered lower returns compared to their category, based on average 3-year returns.
2.Portfolio Risk
Your portfolio equity allocation is more than the recommended 75 - 85% range for your timeframe.
3.Quality
None of your funds have a sell call. Good job! Your portfolio has 4 funds with a Buy call and 2 funds with a Hold call.
4. Concentration
You hold an ideal number of funds in your portfolio and the weights are well-distributed without any concentration risks. Way to go!
5.Expense Ratio
1 of your 6 funds are in regular plans.
Overall excellent product.
