Portfolio Review Pro

Name: Portfolio Review Pro
Rating: 5.0 (12 reviews)

Elevate your portfolio's performance

5.0•12 reviews•

179 followers

Elevate your portfolio's performance

5.0•12 reviews•

179 followers

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(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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5.0

Based on 12 reviews

Review Portfolio Review Pro?

Portfolio Review Pro is highly praised for its efficiency and user-friendly interface, offering a comprehensive analysis of mutual fund portfolios. Users appreciate its ability to provide detailed insights and actionable recommendations, making it a valuable tool for both new and seasoned investors. The product, developed by PrimeInvestor, is noted for its quick updates and ease of use, allowing investors to assess their portfolio's health and make informed decisions. Overall, it is regarded as an innovative solution for optimizing mutual fund investments in India.

Summarized with AI

Pros

investment insights (5)

comprehensive report (3)

concentration analysis (3)

mutual fund aggregation (3)

portfolio optimization (3)

DIY recommendations (2)

fast performance (2)

portfolio snapshot (2)

quality assessment (2)

risk assessment (2)

Cons

limited to India (2)

Pros

Cons

Reviews

Helpful

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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2yr ago

Rajat Poddar

•1 review

very useful review tool for DIY investors

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2yr 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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2yr ago