4 Reasons Why Satco

Bank Grade Security & Encryption
Dedicated RM Support
Industry Connect & Networking
Regular Portfolio Monitoring

Our Founders

The people behind Satco Wealth.

Mr. Deepak JaggiMr. Deepak Jaggi
Co-Founder & Managing Director
Mr. Sanjib ParhiMr. Sanjib Parhi
Co-Founder & Director
Preserve

Portfolio Review

A second look at every holding

A fresh review can make a real difference. We study your existing mutual funds, stocks and other investments for overlap, underperformance, risk and cost, and give you a clear, prioritised action plan.

1 CASAll your folios in a single statement
6Checks in every review
YearlyRecommended review frequency
ClearAction plan you can follow
Get Started

How the Review Works

1

Share Your Statement

A CAS from CAMS, KFintech, NSDL or CDSL

2

Analysis

Overlap, risk, returns and costs

3

Review Meeting

Walk through the findings with your RM

4

Action Plan

Prioritised, tax-aware changes

Explore

What Our Review Covers

Performance vs Benchmark

How each fund has done against its benchmark and peers over 3, 5 and 10 years, not just last year.

Portfolio Overlap

Funds holding the same stocks add complexity without real diversification; we spot the duplicates.

Risk & Allocation

Whether your overall mix still matches your risk profile and goals.

Costs

Expense ratios, exit loads and the tax impact of any change.

Concentration

Exposure to single stocks, sectors, fund houses or credit issuers.

Goal Progress

Whether you are on track for each goal, and what to change if not.

Key Points

Warning Signs to Watch

Documents

What to Share

Keep these handy for a smooth start. We never ask for your full Aadhaar number; a masked copy is enough.

Consolidated Account StatementCovering all your mutual fund folios.
Demat HoldingsYour shares, ETFs and bonds.
Other InvestmentsFDs, insurance policies, PPF, EPF and NPS.
Goals & TimelinesWhat the money is for, and when.
Risk ProfileYour current profile, or we help you build one.
Tax DetailsCapital gains booked so far this year.
FAQs

Questions, answered

How often should my portfolio be reviewed?
At least once a year, and after major life events or large market moves.
Will you ask me to sell everything?
No. We suggest changes only where there is a clear reason, after weighing exit loads and taxes. Often a few targeted changes are enough.
How do I get my Consolidated Account Statement?
Request it online from CAMS, KFintech, NSDL or CDSL using your PAN and registered email. Our team can guide you.
Do you review investments made elsewhere?
Yes. We review your complete portfolio, wherever it was bought.
How do I start?
Contact us to schedule a review and share your statement securely with your RM.
Get Started

Ready to begin?

Talk to your relationship manager or start online in minutes.

Past performance may or may not be sustained in future. Investments are subject to market risks.