Portfolio Restructuring Tool

An algo based tool that provides personalized insights and recommendations on your portfolio to make lower your risks and increase potential returns on your holdings.

Key Features:

• Add Cash
  • • Add cash and holdings or even only cash in your portfolio for generating recommendations
• Wider Stock Coverage
  • • Replacing poor performing stocks with potentially good stocks from over 4500 companies
• Simple & Secured Execution
  • • OTP Authentication for seamless and secure execution of restructuring orders
• Add Stocks Upload Portfolio
  • • Add/upload non-MOFSL stocks and portfolio for overall restructuring
• Auto Risk Profiling
  • • Auto assigned risk profile with 100% flexibility to change as per client’s preference
• Growth Opportunities
  • • Restructuring based on higher opportunity to invest in growth oriented stocks