(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.

Hi Product Hunt! 👋 Please note : This product is only for mutual fund investors in India. I’m Srikanth Meenakshi, co-founder of PrimeInvestor and the creator of Portfolio Review Pro. I have been a FinTech entrepreneur in India for the past 15 years. I am passionate about creating useful and easy-to-use personal finance products. It is important for me that they can be scalably deployed and deliver real value to millions of people. The product that I am showcasing today is the best that I've come up with so far, and I'm pretty proud of it :-) PrimeInvestor's 'Portfolio Review Pro' is a brand new tool that has been received by investors all over India with stunning reviews. No need to download another app, or upload PDF statements. In less than 2 minutes, you can get a complete snapshot of ALL your mutual funds (LIVE, REAL) in one place - aggregated, summarized and neatly ordered. You can get deep insights (like an MRI scan of your portfolio), and then go further to get research insights. We will analyze your portfolio across 5 dimensions - Performance (all-important!), Risk, Quality, Concentration, and Cost. And it will be a personalized review based on your life situation and goals! In essence, it’s a tool that reviews your live mutual fund portfolio and helps you optimize it for better returns. The Portfolio Review Pro is a smart and easy way to manage your mutual fund investments. It analyzes your complete live mutual fund portfolio in-depth and gives you actionable insights on how to improve it. Whether you want to increase your returns, diversify your holdings, align risk levels or lower your costs, Portfolio Review Pro will help you achieve your goals. The Portfolio Review Pro guides you through the complex world of mutual funds and helps you make informed decisions. It is like having your own personal financial planner at your fingertips. 😊 And as a special offer to all the Indian Hunters out there, we are offering a special discount code PRODUCTHUNT (valid until 16th September) that will give you 15% off your subscription. Don't miss this opportunity to try the Portfolio Review Pro and transform your mutual fund portfolio. Try it today and see the difference for yourself! 😊

I have been using this product for a couple of weeks now and it has helped me get a clear picture of my entire portfolio and balance it as well..as someone who has tried several products in this space, I highly recommend this one for its ease of use, clarity and well researched buy/sell calls

@sindhu_s2 Thanks Sindhu! Hope you continue using it to keep up to date and to keep your portfolio in good shape.

Using the Portfolio Review Pro since inception. Welcome way to keep monitoring the MF portfolio and improving on it. Would be great if we can have an update of the new investments real time instead of waiting for a week

@durbarm Thank you - we'll watch how the usage of the tool goes and enable more options...

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.

very useful review tool for DIY investors

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!