What is Portfolio Doctor?

A Health Check for Your Investments

Just like a doctor checks your health, Portfolio Doctor reviews your equity and mutual fund portfolio to ensure it is balanced, profitable, and aligned with your financial goals.

Our experts provide an unbiased analysis with simple recommendations — whether to hold, buy, or exit — so you can protect your wealth, optimize returns, and invest with confidence.

Submit your portfolio

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Why Choose Portfolio Doctor?

Unbiased Expertise

Unbiased Expertise

Independent advice focused only on your goals, not on selling products.

Smarter Portfolio, Better Results

Smarter Portfolio, Better Results

We optimize your allocation to improve returns while managing risk effectively.

Save Time and Effort

Save Time and Effort

We review your portfolio end-to-end, saving you hours of tracking and analysis.

How Does It Work?

Step 1

Upload Portfolio

Upload your portfolio

Step 2

Expert Analysis

Our experts review your portfolio based on your risk appetite, return potential, and diversification across asset classes and sectors — ensuring it stays aligned with your goals.

Step 3

Report and Advice

You’ll receive a clear report with buy, hold, and sell recommendations tailored to your goals. Our experts will personally guide you to understand the report and make informed decisions..

This ensures your portfolio remains healthy, future-ready, and aligned to your financial journey.

Frequently Asked Questions

Questions on your mind? Dont worry we have the answers!

Portfolio Doctor is a professional service that reviews your mutual fund and equity portfolio. It provides unbiased advice to improve performance, reduce risk, and align your investments with your goals.

Anyone who wants to ensure their investments are on the right track — whether you’re a beginner, a seasoned investor, or a high-net-worth individual. The Portfolio Doctor helps you assess if your portfolio is healthy, balanced, and future-ready.

You will get a personalized report with buy, hold, and sell recommendations for your mutual funds and equity investments.

Yes. All advice is research-based and goal-oriented. We do not promote or push any specific product.

We recommend at least once every year or whenever there is a major change in your goals, income, or market conditions.

It is free of charge for the first time.

Need Assistance?

We’re here to help you, Monday to Saturday, 9:30 AM – 6:30 PM.