General

1. Zerodha account should have TOTP enabled (Check zerodha for details ) 2. You can now link your Zerodha account

One of the key aspects that we often are not taught in any Business School but left to learn our

This is a very involving step that will determine the course of course of action for the portfolio. Checkpoint 1:

I first refresh my memory on what I set to do with this investment. i.e. the goal of this investment.

Step 1: Identify the current asset allocation The first step in portfolio analysis is to understand where your current investments

This guide is intended for anyone who has existing investments in the stock or capital markets and is wants to

As a good gardener tends his garden constantly pruning the leaves and tending the plants, managing your investments requires constant

This step requires a lot of research, analysis, and computation. Few key parameters that one should consider at this stage

Asset class is a term used to define the category of investment opportunities like Equities, Fixed Income / Debt instruments,