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Smart Advisor For A Smarter Generation

Get on track with our Portfolio Optimization Service

We take care of developing, monitoring and re-balancing a diversified portfolio especially for you.

Smart Advisor For A Smarter Generation

3 Easy Steps

Getting Started Is Free. All you do is:

1

Upload Portfolio to Review

The portfolio review is a free service which will highlight our recommendations (Hold / Accumulate / Reduce / Switch) on your holdings.

2

Get Your Reviewed Portfolio

Get the analysis report of your portfolio so you can take the necessary steps to align it and optimize your returns.

3

Start Optimization with MILARS

Talk to our MILARS Advisor to activate the premium service and build an ideal portfolio of 15 - 20 stocks without any front end charges.

Step 1: Upload Portfolio

Get an instant valuable review of your portfolio for free

Portfolio Review FAQs

Frequently Asked Questions

Building serious wealth through equity investments requires two specific factors:

  • Investment in growing companies
  • High strength stock price

Using StockAxis’ portfolio review services will assess both these factors while analysing your stock portfolio.

StockAxis applies its proprietary algorithm-based rating parameters to the stocks that you own, which assesses each company holistically with respect to:

  • fundamentals (financials, business quality, industry, etc.) and
  • technicals (stock price strength, volumes, etc.).
    Based on this in-depth assessment, we recommend ‘Hold’, ‘Switch’, ‘Reduce’ or ‘Accumulate’ for each stock that you hold.

    Each recommendation is highlighted in ‘Red’, ‘Orange’, ‘Yellow’ or ‘Green’ dots to indicate the urgency of action you need to take for each recommendation (with a red dot indicating very high urgency, an orange dot indicating high urgency, etc.).

Our portfolio review service is at your disposal free of charge. We offer this service keeping in mind your best interests.

There are two ways to submit your equity portfolio:

  1. Manual Update:
    Here, you may type the name of the equities in your portfolio one after another along with the holding quantities. Please note that the system will provide suggestions as you enter the equity name. You may select the appropriate name.
  2. Bulk Upload:
    Upload your portfolio file in excel word or pdf format. We will notify you once your portfolio is updated. If you wish to see the analysis instantly, enter portfolio using manual update option.

After you submit the portfolio, our system will analyse every single stock on the basis of our Proprietary algorithm-based rating parameters and display the recommendations (Hold / Accumulate / Reduce / Switch) on your portfolio. You can also place a request to get in touch with a MILARS Advisor for a detailed discussion regarding your reviewed portfolio.

NIFTY 9,955.40 1.32% SENSEX 33,685.52 1.15% BANKNIFTY 20,372.80 2.07% ADANIPORTS 338.90 2.90% ASIANPAINT 1,714.75 1.27% AXISBANK 403.15 1.56% BAJAJ-AUTO 2,773.30 0.54% BAJAJFINSV 4,974.00 4.43% BAJFINANCE 2,266.90 4.91% BHARTIARTL 561.10 0.37% BPCL 339.20 -2.05% BRITANNIA 3,463.85 0.84% CIPLA 641.50 -0.16% COALINDIA 143.50 -3.40% DRREDDY 3,939.30 -0.36% EICHERMOT 17,155.05 1.00% GAIL 92.15 0.22% GRASIM 595.15 2.00% HCLTECH 562.30 0.46% HDFC 1,788.95 2.95% HDFCBANK 996.75 0.92% HEROMOTOCO 2,315.45 -0.47% HINDALCO 140.25 0.79% HINDUNILVR 2,115.30 0.32% IBULHSGFIN 126.60 -1.06% ICICIBANK 344.55 1.56% INDUSINDBK 424.80 3.58% INFRATEL 225.65 0.62% INFY 706.55 1.00% IOC 85.45 -0.81% ITC 199.65 -0.45% JSWSTEEL 191.70 -1.16% KOTAKBANK 1,324.40 6.09% LT 945.00 1.82% M&M 465.85 1.03% MARUTI 5,691.65 -1.76% NTPC 97.05 -0.87% ONGC 82.95 -1.19% POWERGRID 166.55 4.85% RELIANCE 1,530.60 0.67% SBIN 169.20 -0.50% SUNPHARMA 476.65 2.42% TATAMOTORS 93.95 4.91% TATASTEEL 316.80 0.51% TCS 2,046.60 0.07% TECHM 542.80 -0.14% TITAN 976.80 1.87% ULTRACEMCO 3,819.80 0.11% UPL 423.80 1.07% VEDL 96.00 2.51% WIPRO 216.35 0.60% YESBANK 27.25 0.37% ZEEL 196.30 5.59%