Wealth Tech Solutions

Portfolio Analysis

(Financial Health check)

We do your Portfolio Analysis by studying your existing Investments, to determine if it meets your investing goals and preferences. We also do a thorough check to see if it meets the objectives that you’ve set for your portfolio, such as risk, inflation and performance.

Majorly, we do two types of Portfolio Analysis

Fundamental Analysis

The fundamental stock analysis involves the evaluation of your portfolio at a very basic financial level.
We use fundamental analysis to determine whether the current health of your stocks reflects the future value of the portfolio or not. We use different factors such as the economic, industry and organisation to estimate the business growth. Different key ratios are used to understand the true value of your portfolio.

Technical Analysis

The technical analysis involves examining the data to identify patterns of the stock price as per future price movement. Analysis is purely based on the historical trading data, momentum indicators study and chart performance analysis on regular basis.