In financial markets, the only constant is change. What has been working for you till today, might not work tomorrow, hence it is important to re-asses your investments periodically.
Imagine if we could analyse all the mutual funds in your portfolio? Well, we can - and it’s called the Scripbox Portfolio Audit.
It reviews your portfolio across 7 parameters, generates a detailed health report and gives you actionable insights.
And it’s free.
Get access to a detailed report on your mutual fund investments.
Get analysis on important parameters such as fund quality, concentration risk and much more.
Get recommendations to improve the health of your investments.
Quick and easy execution with Scripbox.
It helps in taking timely corrective measures to keep your investments in line with your goals
In order to review, you will have to first share your investment details i.e. eCAS statement with us. eCAS is a consolidated financial statement of all your mutual fund investments, across distributors and mutual fund companies.
To start, click on the 'Review now' post which you will be directed to your Scripbox account where you will receive clear instructions on how to generate your eCAS. Within 24 hours of placing a request, the eCAS will be delivered to your registered email address. Upload this eCAS statement on Scripbox. That's it-you're done. It's over to us after that.
No. Reviewing your investments only allows us to track your investments (until that point) and run our proprietary algorithms on them, to give you insights and recommendations
Yes. You can upload eCAS/investments of as many family members as you need. We will aggregate the data and show you insights at a family level as well.