Mutual Fund Consultancy – Equiminions Inc

Is Your Portfolio

Underperforming?

Hidden risks are ticking time bombs in your investments! 🚨

Over time, hidden risks silently erode your investments, putting your wealth at risk. Don’t let unseen threats sabotage your financial growth—protect your portfolio now!

Act before they explode!

Get ahead with a PORTFOLIO HEALTH CHECKUP today!

Using a protractor requires precision—just a 1-degree error can lead to significant deviations: 0.5 cm over a foot, 28 meters over a mile, and a staggering 100 kilometers from the equator to the North Pole!

Is your financial journey facing similar pitfalls? Are you straying from your investment goals without realizing it?

Are hidden risks lurking in your portfolio?

Do you have a clear plan to achieve your targets?

Are you aware of any underperforming assets?

How often do you reassess your investment strategy?

Are unexpected market changes affecting your progress?

Is your asset allocation aligned with your financial goals?

EquiMinions Portfolio Health Checkup is your solution!

What is a

Portfolio Health Checkup?

A Portfolio Health Checkup is like a financial wellness exam for your investments! Just as you get regular checkups for your health, your portfolio needs a thorough review to ensure it’s performing at its best.

At EquiMinions, we dive deep into your investment strategy, identify hidden risks, and optimize your portfolio to help you achieve your financial goals.

With our expert analysis, you’ll discover:

Potential Risks that could impact your returns 🚨
Opportunities for Growth to maximize profits 📈
Tailored Strategies for long-term success 🏆

Why EquiMinions for Portfolio Health Checkup?

Expert Advisors

Benefit from our seasoned financial professionals with a proven track record.

Tailored Strategies

Get personalized solutions that align with your unique goals.

In-Depth Analysis

Discover hidden risks and growth opportunities in your portfolio.

Proven Results

We deliver results that enhance your investment performance.

Ongoing Support

Enjoy continuous monitoring to keep your portfolio on track.

Client-Centric Focus

We’re dedicated to helping you achieve your financial dreams!

Your information is safe with us

Your security and trust are our top priorities. We're committed to protecting your information with the highest standards of security available.

Our Process

At EquiMinions, our Portfolio Health Checkup is designed to give you a clear picture of your investments and ensure you’re on track to achieve your financial goals. Here’s how it works:

STEP 1

Payment for Portfolio Health Checkup

To initiate your Portfolio Health Checkup, please complete the payment of ₹999 to the following account:

Account Name: Kapil Joshi
Account Number: 5010050356245
Bank Name: HDFC Bank
IFSC Code: HDFC0000932

You can also make a quick payment using UPI.
Please use the following UPI ID:

UPI ID: thekapiljoshi.in-1@okaxis

STEP 2

Form Submission

After completing your payment, kindly fill out the Google Form with your details:

Google Form:

https://docs.google.com/forms/d/e/1FAIpQLSefkOL1eqoJS2_ZUfTH4rz0VO4PVBPgJKbXZQ5LzNvR73U_KQ/viewform?usp=sf_link

Upon receipt of both your payment and completed form, we will send you a confirmation email, which will include the Zoom details for your 1-on-1 consultation.

STEP 3

Initial Consultation

We begin with a 30-minute 1-on-1 Zoom conversation to understand your financial objectives, risk tolerance, and investment horizon.

STEP 4

Data Collection

We gather your Consolidated Account Statement (CAS), which provides a comprehensive overview of all your investment accounts in one place.

STEP 5

Performance Analysis

We analyze your investments, pinpointing underperformers and hidden risks. We ensure your asset allocation aligns with your goals and make recommendations for optimal adjustments.

STEP 6

Report Generation

Receive a detailed report with personalized strategies to boost your portfolio’s performance and mitigate risks.

Frequently Asked questions

What is the cost of the Portfolio Health Checkup?

Our comprehensive Portfolio Health Checkup is available at an affordable price of just ₹999. This includes the initial consultation, detailed analysis, and a personalized report with strategies to optimize your portfolio.

How long does the Portfolio Health Checkup process take?

The entire process typically takes 2-3 working days.

What documents do I need to provide?

You'll need to provide your Consolidated Account Statement (CAS), which offers a complete overview of all your investment accounts.

Who will conduct the Portfolio Health Checkup?

Our team of experienced financial advisors will handle your Portfolio Health Checkup, ensuring you receive expert guidance throughout the process.

How often should I get a Portfolio Health Checkup?

We recommend conducting a Portfolio Health Checkup every quarter, meaning 4 times a year, or whenever there are significant changes in your financial situation or market conditions.

How will I know if the strategies suggested are working?

We recommend periodic reviews of your portfolio to track progress. You will receive a 1-1 Zoom consultation after 90 days of consultation, where we’ll assess your portfolio’s performance and make any necessary adjustments to keep you on track.

Here’s what our 'Portfolio Health Check-up' can do for you:

We provide a thorough review and analysis of your investment portfolio, assessing the performance of your holdings and pinpointing opportunities to scale up profitable assets while identifying underperformers for divestment.

At EquiMinions, our portfolio health check ensures your investments are strategically optimized for long-term growth and aligned with your financial goals. We uncover hidden risks and fine-tune asset allocation to maximize your returns.

Gain a 360-degree view of your investments with a detailed comprehensive report.
Comprehensive risk profiling across various intermediaries.
Identify the best and worst-performing assets.
Detect hidden risks in your current portfolio.
Discover missed opportunities with pinpoint accuracy.
Understand your complete portfolio composition (asset allocation and sector exposure).
Receive a comprehensive report on your equity investments,complete with tailored recommendations for holding, exiting, or booking profits based on expected future performance.
Review detailed reports on your mutual funds, covering comprehensive performance analysis, risk assessments, market trends, and comparisons with industry benchmarks with expert recommendations for alternative mutual funds.
Access meticulous reports for all your investment classes.

What Our Clients Say

EquiMinions offered exceptional service! The follow-up consultation after 90 days was a game-changer. I now have a clearer vision for my investments and feel more secure about my financial future.

The team at EquiMinions is incredibly knowledgeable. They helped me identify hidden risks in my portfolio and suggested adjustments that have significantly improved my returns.

I found EquiMinions' stock report to be incredibly insightful. Each stock was evaluated with a rationale for holding, exiting, or booking profits based on expected future performance.

The mutual fund report went into detail on asset allocation, risk levels, and suggested better alternatives where necessary. After the 90-day follow-up, I could clearly see the impact of their recommendations.

I was feeling overwhelmed with my investments, but after my Portfolio Health Checkup with EquiMinions, I feel much more confident. Their detailed analysis helped me understand where I was going wrong.

The 30-minute consultation was incredibly valuable. EquiMinions provided a comprehensive stock report that pinpointed areas for improvement and a mutual fund report that assessed the funds' performance against benchmarks. I saw immediate improvements!

I loved the personalized approach of the Portfolio Health Checkup. EquiMinions took the time to understand my unique situation, and their recommendations based on my stock and mutual fund reports have made a real difference!

EquiMinions delivered an insightful stock report, breaking down each stock into ‘hold,’ ‘exit,’ or ‘book profits’ based on expected gains or losses. Their mutual fund analysis covered expense ratios, past performance, and future growth, guiding me toward optimized investments.