Portfolio Health Check
Expert Analysts IIM & CFA Level-1 Professionals
Supported by SEBI Registered Investment Adviser
15+ Years of Market Analysis Experience
Upload your portfolio to instantly access a free portfolio dashboard. Unlock a comprehensive portfolio audit, advanced diagnostics, and detailed equity analysis through our premium report.
SEBI Registered Investment Adviser
SEBI REG. No. INA000021474
Independent & Unbiased Analysis
No product commissions or distribution incentives.
IIM & CFA Level-1 Research Team
15+ Years of Market Analysis Experience
Secure & Confidential
Your portfolio data remains completely private and confidential.
Professional Audit Services
Each audit is meticulously designed around the asset class — delivering insights that are specific, actionable, and meaningful to your portfolio.
Automated Mutual Fund Audit and Advisory
Upload your CAMS statement for an instant dashboard and unlock a professional audit with risk diagnostics.
Manual Equity Portfolio Audit and Advisory
A detailed, stock-by-stock review of your equity holdings, performed manually by WealthPlys professionals.
Comprehensive Wealth Audit and Advisory
The complete wealth audit combining our Mutual Fund and Equity audits into a holistic portfolio view.
Enterprise & Family Office Audit and Advisory
A bespoke advisory engagement designed for HNIs and family offices with dedicated expert support.
Why WealthPlys?
We go beyond generic automated analysis. Our SEBI Registered, IIM & CFA Level-1 Certified advisors provide deep, institutional-grade insights tailored to your specific holdings.
Portfolio Health Score
Proprietary scoring system that rates your portfolio 0–100 across multiple quality dimensions.
WealthPlys Tier Classification
Categorise your portfolio as Platinum, Gold, Silver, or Bronze — with a clear path to upgrade.
Risk Diagnostics
Deep risk analysis identifying concentration, volatility, and tail risk in your holdings.
Portfolio Overlap Analysis
Identify duplicate holdings across funds and stocks causing hidden concentration.
Fund Quality Assessment
Multi-factor rating of each mutual fund on consistency, cost, manager quality, and fit.
Stock Quality Assessment
Fundamental health scoring for each equity holding based on financials and sectoral strength.
Goal Alignment Review
Check whether your portfolio is aligned to your declared financial goals and timelines.
Tax Efficiency Review
Identify LTCG/STCG opportunities, loss harvesting possibilities, and tax-inefficient structures.
Manual Equity Research
Human expert review — not algorithmic — for each stock in your equity portfolio.
Professional Written Commentary
Comprehensive written report authored by IIAM, CFA Level-1 Certified and finally reviewed by SEBI Registered advisor — not AI generated.
Actionable Educational Recommendations
Every insight comes with educational context to help you understand the why, not just the what.
Not sure which audit to choose?
Our advisors will evaluate your portfolio composition and recommend the right audit service — at no obligation.
Disclaimer: Portfolio audits are provided for informational and educational purposes only and do not constitute investment advice. Investment in securities market are subject to market risks. Read all related documents carefully before investing. WealthPlys is a SEBI Registered SEBI REG. No. INA000021474. Our team holds IIM, CFA Level-1 Certifications.