Portfolio Review Pro

Name: Portfolio Review Pro
Rating: 5.0 (7 reviews)

Elevate your portfolio's performance

5.0•7 reviews•

179 followers

Elevate your portfolio's performance

5.0•7 reviews•

179 followers

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Investing

(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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Launch tags:Fintech•Investing

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Portfolio Review Pro

Maker

📌

Hi Product Hunt! 👋 Please note : This product is only for mutual fund investors in India. I’m Srikanth Meenakshi, co-founder of PrimeInvestor and the creator of Portfolio Review Pro. I have been a FinTech entrepreneur in India for the past 15 years. I am passionate about creating useful and easy-to-use personal finance products. It is important for me that they can be scalably deployed and deliver real value to millions of people. The product that I am showcasing today is the best that I've come up with so far, and I'm pretty proud of it :-) PrimeInvestor's 'Portfolio Review Pro' is a brand new tool that has been received by investors all over India with stunning reviews. No need to download another app, or upload PDF statements. In less than 2 minutes, you can get a complete snapshot of ALL your mutual funds (LIVE, REAL) in one place - aggregated, summarized and neatly ordered. You can get deep insights (like an MRI scan of your portfolio), and then go further to get research insights. We will analyze your portfolio across 5 dimensions - Performance (all-important!), Risk, Quality, Concentration, and Cost. And it will be a personalized review based on your life situation and goals! In essence, it’s a tool that reviews your live mutual fund portfolio and helps you optimize it for better returns. The Portfolio Review Pro is a smart and easy way to manage your mutual fund investments. It analyzes your complete live mutual fund portfolio in-depth and gives you actionable insights on how to improve it. Whether you want to increase your returns, diversify your holdings, align risk levels or lower your costs, Portfolio Review Pro will help you achieve your goals. The Portfolio Review Pro guides you through the complex world of mutual funds and helps you make informed decisions. It is like having your own personal financial planner at your fingertips. 😊 And as a special offer to all the Indian Hunters out there, we are offering a special discount code PRODUCTHUNT (valid until 16th September) that will give you 15% off your subscription. Don't miss this opportunity to try the Portfolio Review Pro and transform your mutual fund portfolio. Try it today and see the difference for yourself! 😊

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2yr ago

I have been using this product for a couple of weeks now and it has helped me get a clear picture of my entire portfolio and balance it as well..as someone who has tried several products in this space, I highly recommend this one for its ease of use, clarity and well researched buy/sell calls

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2yr ago

Portfolio Review Pro

Maker

@sindhu_s2 Thanks Sindhu! Hope you continue using it to keep up to date and to keep your portfolio in good shape.

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2yr ago

Using the Portfolio Review Pro since inception. Welcome way to keep monitoring the MF portfolio and improving on it. Would be great if we can have an update of the new investments real time instead of waiting for a week

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2yr ago

Portfolio Review Pro

Maker

@durbarm Thank you - we'll watch how the usage of the tool goes and enable more options...

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2yr ago

I have been using this product since last month. It updates my mutual funds portfolio almost instantly, that means I can see my latest SIP amount added to my portfolio too! It provides me with great insights on mutual funds that I hold and shows if there is any major deviation from my investment strategy. I would recommeds this product to the new investors as well as seasoned investors as a one stop view of their portfolio with all asset management companies without logging into the brokerage accounts or even direct accounts.

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2yr ago

Portfolio Review Pro

Maker

@adityagadgil Thanks Aditya...please continue to update your portfolio and keep it in good shape! Thanks for the kind words!

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2yr ago

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

Portfolio Review Pro

Maker

@debjeet_swain Thank you! That's what we are trying to achieve exactly! :-)

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2yr ago

i have used it. excellent way to see ll our MF holdings at one place, also gives insights about these funds and our subsequent portfolio. Plus the product has the potential to be expanded to include FDs, direct stocks etc, since its all linked by PAN, thereby becoming a must have tool since its the only product that does a good job o this.

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2yr ago

@nithin_lakshmanan Thanks a lot! We are glad to know it is helping you keep our investments in order!

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2yr ago

Using this product since its launch. It provides a clear and actionable information to its users. A much needed product for DIY MF investors. Been associated with Prime Investor as their subscriber. They are bringing such innovative and thoughtful products which certainly add value to its subscribers. I wish they allow to add multiple PANs under one user ID for reviewing the portfolio as investors spread their portfolio amongst family members. Also, it would be great if the frequency of review can be increased. At present, it is twice a month, which can be increased to say 4 times a month. Overall, great product for savvy, DIY investors !

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2yr ago

@yogmru Thanks for the support! Glad to know you're finding our other suite of products also useful! We are currently building in the multi-PAN functionality :-)

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2yr ago

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5.0

Based on 7 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.

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