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Portfolio Health Check.
Honest. Structured. Actionable.
Already investing, but unsure if your portfolio is actually working for you? We audit your existing mutual fund portfolio — across any platform or distributor — and give you a clear, structured assessment with a path forward.
What We Review
Four questions every
investor should ask.
🔍 Fund Overlap & Duplication
Many investors hold 8–12 funds that all do the same thing — large-cap exposure, repackaged differently. We identify overlap and show you where your portfolio is duplicating, not diversifying.
⚖️ AAA Alignment Check
Is your portfolio correctly balanced across stability, growth, and amplification? We check whether your fund mix matches your stated risk profile and remaining investment horizon.
🎯 Goal-Linkage Audit
Is every SIP tied to a specific goal? Is the amount adequate to reach it? Is the fund appropriate for the timeline? Most investors cannot answer these questions — we make the answer clear.
📋 Written Recommendation
You receive a written restructuring recommendation — what to keep, what to change, what to add. No obligation to implement with Inverika. The clarity is the value.
Who is this for?
Investors who started SIPs years ago and have never had a proper review
People with funds across multiple platforms — Zerodha, Groww, Kuvera, bank — with no unified view
Those who have been sold funds by a bank and are not sure if they're appropriate
Investors approaching a major life event — retirement, children's admission, home purchase
Complimentary Review
The Portfolio Health Check is offered at no charge. Bring your consolidated account statement (CAS) and we'll do the rest.
Your money deserves a clear direction.
Whether it's investing, protection, or planning — we help you structure every rupee with purpose and clarity. No confusion. No guesswork.