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Home > Research > Portfolio Health Check Up

Based upon SMC’s robust research and analysis, Portfolio Health Check-Up helps you to instantly review your Equity and Mutual Fund portfolio allocation and provides a clear action plan to manage your portfolio.

SMC’s state-of-the-art Portfolio Restructuring Tool – Portfolio Health Check-Up provides you expert restructuring for your Equity & Mutual Fund portfolio. You can instantly review and restructure your portfolio and get clear advice to take advantage of current economic and market conditions.

KEY BENEFITS

FREE CHECK UP

Free of charge portfolio check-up and restructuring with Anytime-Anywhere Portfolio Access.

CUSTOMISED MODEL PORTFOLIO

Based upon your risk-return profile we recommend you a model portfolio by identifying Stocks & Mutual Fund schemes where your portfolio is over-weight or under-weight and needs corrective action.

DETAILED PORTFOLIO ANALASIS

We provide you a detailed analysis of how your portfolio is giving returns or how individual MF holdings are performing for you, with easy to understand charts.

LATEST NEWS AND UPDATES

At a single click, get latest research reports, updates and news on your portfolio holdings.

Get Your Portfolio Check-up Done For Free, Now

Why SMC?

serving over
18 Lac
unique clients
Workforce of
3000+
employees
Presence in500+ cities & oversease offices in Dubai
large network of
2,500+ sub-brokers & authorised persons
Cumulative AUM under Mutual Funds 1,865+ crores

At SMC, we believe in growing with our clients and creating valuable relationships. It’s about having the passion to go that extra mile and it’s about making the clients and partners a part of the family.

Our Offerings

Broking

Trading member of equity, commodity & currency segments of all the leading exchanges

Wealth Management

SEBI registered portfolio manager-providing client specific portfolio & wealth managment services

Investment Baking

Category 1 merchant banker-private equity, M&A, corporate advisory, debt syndication, FCCB, IPO, FPO, right issue etc.

Distribution

Distribution of mutual funds, IPOs, corporate fixed deposits, GOI bonds and NCDs

Institutional Broking

(Institutional Trading and Advisory Services)

NRI & FPI Services

Providing trading facilities to Non-resident Indians (NRI) & Foreign Portfolio Investors (FPI)

NBFC (Financing)

Provide loans to salaried, self employed, professionals or businessman and capital or commodity market clients

Mortgage Advisory

Providing secured loans, unsecured loans, project funding and SME loans to investors, corporates and propertyowners across the country

Alternate Investment Fund

A real estate fund for individual and institutional investors

Clearing Services

Manage the clearing services for trading members in different segments of various exchanges

Awarded The Best Time And Again

2018

2017

2016

2015

2014

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Disclaimer: Investment in securities and commodities market are subject to market risks, read all the related documents carefully before investing. SMC Global Securities Ltd. (CIN : U67120DL1997PLC188881): NSE INB/ INF/INE 230771431, BSE INB/INF 011343937, MSEI INB/INF 260771432, CDSL/NSDL-IN-DP-130-2015, SMC Research Analyst Registration- INH 100001849 I SMC Comtrade Ltd.: NCDEX/MCX (8200)/ NMCE/ICEX-INZ000035839 I SMC Investments and Advisors Ltd.: PMS INP000003435 I SMC Insurance Brokers Pvt. Ltd., IRDAI Regi: No: DB 272/04, License No. 289 Valid upto 27/01/2020 I Registered Office: 11/6B, Shanti Chamber, Pusa Road, New Delhi-110005, Tel.: (011) 30111000. For any complaints email – igc@smcindiaonline.com, website: www.smctradeonline.com

Insurance is the subject matter of solicitation • All insurance products sold through SMC Insurance Brokers Pvt. Ltd. • Investment Banking Services provided by SMC Capitals Ltd. • Equity PMS and Wealth management services provided by SMC Investments & Advisors Ltd. • IPOs and Mutual Funds distribution services are provided by SMC Global Securities Ltd. • Financing Services provided by Moneywise Financial Services Pvt Ltd. • Commodity broking services provided by SMC Comtrade Ltd. • Real Estate Advisory services are offered through SMC Real Estate Advisors Pvt. Ltd.

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Toll-free : 1800-11-0909
Email: contact@smctradeonline.com

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