Insights that help you understand, optimize and plan your mutual funds
Our review is entirely data driven and helps you ask the right questions by delivering a true picture of your performance. Our algorithms crunch through gigabytes of data over hours to construct your report delivering insights that are impossible to replicate without our technology. The report is divided into three sections:
The Nitty Gritty
The Big Picture
We review your portfolio at a high level in two categories: index and active. Index funds are lower cost and designed to meet a benchmark (e.g., Nifty 50) v.s. active funds: more expensive but designed to beat a benchmark.
Index vs. Active split
Index vs. Active performance
Once you get the hang of the basics, it's time to dive into finer details to get a complete 360º picture of what your investments are up to.
Through all the charts and numbers, it's important to understand the 30,000ft view of your investments. What bets are you actually making? What sectors are you over or underbetting on. Is your asset allocation correct? It's time to understand the big picture.