At Sethia Financial Services, we believe that a well-reviewed portfolio is the first step toward wealth optimization. That’s why we offer a Free Portfolio Check-up for investors looking to understand how well their investments are aligned with their financial goals, risk appetite, and market conditions.
Whether you’re managing your own investments or working with another advisor, our experts provide an unbiased, comprehensive review of your current holdings—highlighting opportunities for growth, identifying red flags, and offering actionable insights.
Are your investments balanced across equity, debt, and alternatives?
Your money is managed by seasoned fund managers who adjust portfolios based on market conditions.
Is your portfolio aligned with your risk profile?
Are your current investments underperforming their benchmarks?
Are there smarter ways to invest and save on taxes?
Are you unknowingly invested in similar assets?
Through a secure and private channel.
With insights and a risk-return snapshot.
Speak to our advisor for suggestions and planning ahead.
It is a complimentary service where our experts evaluate your current investment portfolio to assess its performance, risk exposure, asset allocation, and alignment with your financial goals.
No, this service is open to everyone—whether you’re a new investor, exploring your options, or already working with another advisor.
You can securely upload your portfolio via our website or email it to us directly. We ensure complete confidentiality and data protection.
You’ll get a detailed report that includes insights on fund performance, diversification, potential risks, tax-saving suggestions, and actionable recommendations.
Absolutely not. The portfolio check-up is 100% free of cost with no hidden fees or obligations to invest through us.
Yes, based on our analysis, we may suggest restructuring, fund switches, or reallocation if we find inefficiencies or better opportunities.
Yes. Once you receive your report, you can schedule a one-on-one consultation with one of our experienced financial advisors.
Yes. We regularly work with portfolios across a wide range of sizes, including high-net-worth individuals (HNIs) and portfolios exceeding ₹1 crore.
Get your Free Portfolio Check-up today and ensure your money is working as hard as you are.
The knowledge of market can be gained through books. However, the skills required to gauge the market in times of uncertainties and deliver results consistently requires experience
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