Services

Portfolio Health Checkup

  • FREE CHECK-UP

  • CUSTOMIZED MODEL PORTFOLIO

  • DETAILED PORTFOLIO ANALYSIS

  • LATEST NEWS AND UPDATES

Portfolio Health Checkup

Based on The Vision Research's extensive research and analysis, Portfolio Health Check-Up allows you to rapidly examine your Equity and Mutual Fund portfolio allocation and provides a clear action plan for managing your portfolio.

The Vision Research's cutting-edge Portfolio Restructuring Tool - Portfolio Health Check-Up offers expert restructuring for your equity and mutual fund portfolios. You can rapidly examine and rearrange your portfolio while also receiving clear guidance on how to capitalize on current economic and market situations.

Portfolio Health Checkup

Based on The Vision Research's extensive research and analysis, Portfolio Health Check-Up allows you to rapidly examine your Equity and Mutual Fund portfolio allocation and provides a clear action plan for managing your portfolio. The Vision Research's cutting-edge Portfolio Restructuring Tool - Portfolio Health Check-Up offers expert restructuring for your equity and mutual fund portfolios. You can rapidly examine and rearrange your portfolio while also receiving clear guidance on how to capitalize on current economic and market situations.

Get Your Portfolio Checkup Done For Free, Now

By contacting us, you can obtain answers to your questions, receive feedback, and schedule appointments.

FREE CHECK-UP

Free portfolio check-ups and reorganization.

CUSTOMIZED MODEL PORTFOLIO

Based on your risk-return profile, we offer a model portfolio that includes stocks and mutual fund schemes where your portfolio is over-weight or under-weight and requires corrective action.

DETAILED PORTFOLIO ANALYSIS

We give you with a complete analysis of how your portfolio or specific MF assets are performing for you, along with easy-to-understand charts.

LATEST NEWS AND UPDATES

Receive the most recent research reports, updates, and news on your portfolio holdings with a single click.

Empower your business with our services.

Portfolio Health Checkup

Based upon The Vision Research and analysis experienced team, portfolio health check up help you to review you equity portfolio allocation and provide a clear action plan to manage ur portfolio.

BTST OPTIONS

  • Strategic advice: Acquire today, divest tomorrow.
  • Providing 2-3 strategic BTST recommendations in Equity on a weekly basis.

BTST/STBT EQUITY CASH & FUTURE

  • Recommendations will be to acquire today and divest tomorrow, or divest today and acquire tomorrow.
  • Providing 2-3 strategic recommendations for BTST/STBT in Equity and Futures on a weekly basis.

DELIVERY

  • Only recommendations will be made for delivery.
  • The calls will be held for a duration ranging from one week to three months.
  • One or two positioning recommendations in equity are made each month.

INDEX FUTURE

  • Recommendations will be focused on intraday strategies.
  • Our focus will be on options for Nifty, Banknifty, and Fin Nifty.
  • We will deliver 2-3 recommendations on a weekly basis.

INDEX OPTION

  • Recommendations will be focused on intraday strategies.
  • We will provide insights on Nifty, Banknifty, and Fin Nifty options.
  • We will deliver 2-3 recommendations on a weekly basis.

MCX BASE METAL

  • The recommendation will focus on intraday strategies.
  • Our focus will be on aluminium, copper, lead, nickel, and zinc.
  • We will deliver 5-6 recommendations on a weekly basis.

MCX BULLION

  • The recommendation will focus on intraday activities.
  • Our focus will be on Gold and Silver investments.
  • We will deliver 4-5 strategic recommendations on a weekly basis.

MCX ENERGY

  • The recommendation will be for intraday trading.
  • Our focus will be on Crude Oil and Natural Gas recommendations.
  • We will deliver 4-5 strategic recommendations each week.

MCX OPTION COMBO

  • The recommendation will be for intraday trading.
  • Our recommendation will encompass all commodity options.
  • We will deliver 4-5 strategic recommendations on a weekly basis.

STOCK CASH

  • Recommendations may be categorized as either intraday or delivery.
  • Daily 1-3 Strategic Recommendations.
  • At any given moment, a maximum of two calls will be active. The third call will be initiated only upon the conclusion of one of the first two calls.

STOCK FUTURE

  • Recommendations may be categorized as either intraday or delivery.
  • Daily recommendations ranging from one to three.
  • At any given moment, we will maintain a maximum of two active calls. The initiation of a third call will occur only upon the conclusion of one of the first two calls.

STOCK OPTION

  • Recommendations will be focused on intraday trading.
  • Recommendations will focus solely on stock options.
  • We will deliver 3-4 recommendations on a weekly basis.

SWING TRADES

  • Weekly recommendations of 1-3 in equity and futures.
  • Effective Follow-Up Strategies.
  • Risk to reward ratio of at least 1:1, extending up to 1:3, with a single target and a defined stop loss.