Free Service

Portfolio Analyzer

Share your current investment portfolio and get a free personalised analysis from Manoj — within 48 hours.

✓ No spam, ever
✓ Completely free
✓ Report in 48 hours
✓ Telugu or English

Submit Your Portfolio

Upload your portfolio file (Excel, PDF, or screenshot) along with your basic details. Manoj will personally review it and send you a detailed report via WhatsApp.

📎
Click to upload or drag & drop
Excel (.xlsx), PDF, PNG, JPG — Max 10MB

By submitting, you agree to be contacted by Manoj Kumar via WhatsApp for your portfolio analysis. Your data is never shared with third parties.

How It Works

1
Submit Your Portfolio
Fill in your name, phone, email and upload your portfolio — any format works (Excel, PDF, or even a screenshot of your holdings).
2
Manoj Reviews It
Manoj personally analyzes your portfolio — checking fund quality, overlap, insurance adequacy, tax efficiency, and overall allocation.
3
Get Your Report in 48hrs
You receive a clear, actionable report via WhatsApp — in Telugu or English — with specific recommendations for your situation.
4
Optional Follow-Up
If you want to act on the recommendations, book a deeper consultation. No pressure — the analysis is completely free regardless.
What We Analyze
✓ Fund quality & overlap
✓ Asset allocation
✓ Insurance gaps
✓ Tax efficiency
✓ Redundant policies
✓ Risk vs return
✓ Goal alignment
✓ Actionable fixes
Disclaimer

Ashvamedha Finance is not a stock exchange or trading platform recognised by SEBI under the Securities Contracts (Regulation) Act, 1956, and does not permit secondary-market trading on the platform. We are not SEBI-registered investment advisers, brokers or portfolio managers. All content — including company data, valuations and indicative prices — is for information and education only and is not investment, financial, legal or tax advice. Indicative prices are not an offer to buy or sell and may differ from any price at which a deal is actually concluded. Investing in unlisted shares carries substantial risk, including total loss of capital, illiquidity, valuation uncertainty and no guarantee of any IPO. Past performance does not indicate future results. Conduct your own due diligence and consult SEBI-registered advisers before any investment. Visiting this site or contacting us creates no advisory, broker or fiduciary relationship.

Frequently Asked Questions

Common Questions Answered

Q.How does the free portfolio review work?
Submit your portfolio details through the Portfolio Analyzer form. Manoj Kumar personally reviews your holdings and sends a WhatsApp message with actionable recommendations within 24 hours.
Q.What types of portfolios can Ashvamedha Finance review?
We review equity portfolios, mutual fund portfolios, insurance policies, FD and bond portfolios, unlisted share holdings, and mixed portfolios. Upload as Excel, PDF, or screenshot.