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Share your equity or mutual fund portfolio and receive a comprehensive branded PDF report — holding-wise breakdown, sector analysis, P&L summary, and clear observations. Personally reviewed by Himanshu Verma — The Nifty Man.

Equity Stocks Mutual Funds Both Combined Completely Free
Report delivered within 24–48 hours on WhatsApp & Email
100% FREE
Branded PDF Report
Detailed holding-wise analysis with P&L
Actionable Observations
Hold / Wait / Exit per stock or fund
Sector Breakdown
Visual chart of where your money is deployed
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Your data is never shared with anyone
Free Portfolio Health Check Expert Analysis by Himanshu Verma Equity & Mutual Fund Review AMFI Reg. MFD · ARN-169614 Report on WhatsApp & Email NISM V-A & VIII Certified Free Portfolio Health Check Expert Analysis by Himanshu Verma Equity & Mutual Fund Review AMFI Reg. MFD · ARN-169614 Report on WhatsApp & Email NISM V-A & VIII Certified
AMFI Registered MFD
ARN-169614 · Mutual Fund Distributor
NISM Series V-A Certified
Mutual Fund Distributors Certification
NISM Series VIII Certified
Equity Derivatives Certification
8+ Years Experience
Finance · The Nifty Man · HimanshuGyan LLP
What's Included

Everything in Your Free Report

A comprehensive, branded PDF report delivered personally — covering every aspect of your portfolio in plain language you can act on immediately.

Complete P&L Breakdown

Holding-wise profit & loss summary. Total invested vs current value in Indian format (lakhs/crores). Exact figures verified from your data.

Sector Allocation Chart

Visual bar chart showing how your money is spread across sectors — so you can spot over-concentration and gaps at a glance.

Holding-wise Observations

Each holding receives a clear status — HOLD, WAIT, or EXIT — with reasoning based on current market data.

Portfolio Observations

An overall summary with clearly stated next steps. What looks good, what needs attention, and how to think about your portfolio right now.

The Process

How It Works

Simple, transparent, and personal. Himanshu Verma personally reviews every submission before the report reaches you.

1

Submit Your Portfolio

Fill in your details and upload your portfolio — Excel from your broker or screenshots/PDF from your MF app. Takes 3 minutes.

  Takes 3 minutes
2

Personal Expert Review

Himanshu Ji reviews your portfolio, studies each holding against current market conditions, and prepares your branded PDF report personally.

  Within 24–48 hrs
3

Receive Your Report

Your branded PDF report is delivered on WhatsApp and Email — with a personal walkthrough if needed.

  WhatsApp + Email
Who Should Apply

Is This For You?

This free service is for any retail investor who wants clarity on their portfolio — explained in plain language, without jargon.

Equity Investors

You hold individual stocks and want to understand your current position, what looks strong, and what may need attention.

MF Investors

You have SIPs or lump sum MF investments and want to know if your funds are well-positioned or need restructuring.

Confused Investors

Someone suggested stocks or funds to you and you are not sure if they suit your goals. Get an independent second perspective.

New Investors

You recently started investing and want to confirm you are on the right track before allocating more capital.

Sample Report

See What Your Report Looks Like

A sample report with fictional data — so you know exactly what you will receive before submitting.

Portfolio Review Report
Arjun Mehta · Sample · May 2026
SAMPLE
▮ Equity Sector Breakdown
IT Software
Rs 43L
Finance/NBFC
Rs 38L
Gas (IGL)
Rs 34L
Pvt Banks
Rs 30L
Oil & Gas
Rs 23L
Chemicals
Rs 18L
▮ MF XIRR Performance
Nippon Sm Cap
19.2%
SBI Sm Cap
18.3%
HDFC Mid Cap
12.6%
Parag Flexi
11.8%
Axis ELSS
8.5%
₹10.12L
Total Invested
+₹1.03L
Total Gains
+10.2%
Overall Return
17
Holdings
Inside the Report

Detailed, Branded & Personal

Part A — Equity: Full stock table with sector, qty, avg buy, invested, current value, P&L, and status for every holding
Part B — Mutual Funds: Fund-wise XIRR, gains, and category-wise performance overview
Combined Summary: Total portfolio view across equity and MF with overall return in ₹
Sector Charts: Bar chart showing exact allocation per sector directly from your broker data
Key Observations: 3–5 clear points on what looks good, what needs watching, and what to consider
Submit My Portfolio

Sample contains fictional data. Your actual report will be based on your real portfolio. You can download the PDF after viewing.

Client Feedback

What People Are Saying

Genuine feedback from people who have already received their portfolio health check.

★★★★★

“Pehli baar kisi ne mera portfolio itne clearly explain kiya. Konse stocks hold karne hain — ekdum seedha baat. Bohot helpful raha!”

RS
Rajesh Sharma
Equity Investor, Delhi
Verified · 2 weeks ago · Educational service only
★★★★★

“I had 24 stocks and no idea which to hold. The report gave me clarity I had not gotten anywhere else. Very well structured.”

PK
Priya Kapoor
IT Professional, Bangalore
Verified · 3 weeks ago · Educational service only
★★★★★

“Rs 12 lakh invested and I had no clue about sector concentration. The sector chart in the PDF opened my eyes completely.”

AM
Amit Mehta
Business Owner, Ahmedabad
Verified · 1 month ago · Educational service only
★★★★★

“Mujhe mutual funds ke baare mein kuch pata nahi tha. Himanshu ji ne ek ek fund explain kiya. Ab mujhe apni portfolio pe confidence hai.”

SK
Sunita Krishnan
Homemaker, Chennai
Verified · 1 month ago · Educational service only
★★★★★

“As a CA I know numbers but not equity markets. The P&L breakdown and holding status table was exactly what I needed.”

VR
Vikas Rathi
CA Professional, Mumbai
Verified · 3 weeks ago · Educational service only
★★★★★

“Maine apni poori savings invest ki thi aur worried thi. Report mein clearly dikh gaya ki kya achha chal raha hai aur kahan dhyan dena hai.”

NS
Nisha Singh
Teacher, Jaipur
Verified · 2 months ago · Educational service only
★★★★★

“Three small cap funds I was holding — did not realise they overlap 70%. Now I know exactly where to consolidate. Grateful!”

DG
Deepak Gupta
Software Engineer, Hyderabad
Verified · 6 weeks ago · Educational service only
★★★★★

“Bahut professional report thi. Logo aur formatting bhi beautiful tha. Maine apne clinic mein bhi 5 log refer kar diye.”

MV
Manisha Verma
Doctor, Lucknow
Verified · 2 months ago · Educational service only
★★★★★

“At 58 I needed clarity on what to hold for retirement. The Hold vs Exit classification helped me make decisions I had been avoiding for months.”

RJ
Rajan Joshi
Retired Banker, Pune
Verified · 7 weeks ago · Educational service only
★★★★★

“First time investor. The report explained everything including what XIRR means. Felt like having a proper financial mentor.”

AS
Ananya Seth
MBA Student, Noida
Verified · 3 weeks ago · Educational service only
★★★★★

“Sarkari naukri mein time nahi milta market dekhne ka. Ye review ek baar mein sara picture clear kar diya. Bahut shukriya.”

KP
Kiran Pandey
Govt Officer, Bhopal
Verified · 5 weeks ago · Educational service only
★★★★★

“I was confused about my MF portfolio — too many funds, lots of overlap. The consolidation observation was spot on and practical.”

TR
Tushar Rana
Entrepreneur, Surat
Verified · 1 month ago · Educational service only
★★★★★

“Received on WhatsApp within 36 hours. Beautifully designed PDF. Shared it with my husband and he also submitted his portfolio.”

SB
Simran Bhatia
Marketing Manager, Gurgaon
Verified · 4 weeks ago · Educational service only
★★★★★

“Hindi mein samjhaya, WhatsApp pe bheja. Ek bhi paisa nahi liya. Dil se shukriya Himanshu ji. Bahut achha kaam kar rahe ho.”

AK
Ashish Kumar
Farmer, Uttar Pradesh
Verified · 2 months ago · Educational service only
★★★★★

“HDFC Mid Cap aur Motilal Midcap dono hold kiye the. Report ne dikhaya ye overlap hai. Consolidated now, feeling much better.”

MN
Meena Nair
HR Manager, Kochi
Verified · 6 weeks ago · Educational service only
★★★★☆

“Very impressed with the depth. Not just numbers — context about current market conditions was also included. Really useful.”

PS
Prashant Singh
Sales Director, Indore
Verified · 3 months ago · Educational service only
★★★★★

“Poora parivaar invest karta hai. Sab ki portfolio ek sath review karwa li. Sab bahut khush hain. Himanshu ji bahut shukriya.”

LG
Lata Gupta
Shopkeeper, Varanasi
Verified · 2 months ago · Educational service only
★★★★★

“The EXIT observation for one stock saved me from holding a losing position further. Grateful for that honest and clear assessment.”

HM
Harsh Mishra
Engineer, Nagpur
Verified · 5 weeks ago · Educational service only
★★★★★

“Corporate finance mein kaam karta hoon lekin personal portfolio neglect ho rahi thi. This review fixed that gap for me.”

BJ
Bhavna Jain
Finance Executive, Mumbai
Verified · 7 weeks ago · Educational service only
★★★★★

“Bahut simple language mein samjhaya. Padhne ke baad lag raha tha ye mera hi personal guide hai. Shukriya bhaiya.”

CK
Chetan Kumar
Driver, Chandigarh
Verified · 3 months ago · Educational service only
★★★★☆

“Gold mein invest karta tha sab. Pehli baar equity mein aaya. Report dekh ke samajh aaya kahan dhyan dena hai. Bohot acha tha.”

FH
Farida Hussain
Jeweller, Hyderabad
Verified · 8 weeks ago · Educational service only
Questions

Frequently Asked Questions

Yes, 100% free. No hidden fee, no subscription, no obligation. If after the review you choose to invest through The Nifty Man’s AMFI registration (ARN-169614) or open a demat via Angel One, that is entirely your choice — never a condition for receiving the report.
Himanshu Verma personally reviews every portfolio before the report is sent. It is not automated. This is why it takes 24–48 hours rather than being instant.
Important disclosure: Himanshu Verma is an AMFI Registered Mutual Fund Distributor (ARN-169614) and NISM Certified (Series V-A & VIII). He is NOT a SEBI Registered Investment Adviser (IA) or Research Analyst (RA). This portfolio health check is provided strictly for educational and informational purposes only. Please consult a SEBI-registered Investment Adviser for personalised guidance.
Typically 24–48 hours from submission. You will receive the branded PDF on your registered WhatsApp and Email. You will be informed if there is any delay.
Absolutely. Your portfolio data is used only to generate your review report. It is never shared with any third party, never sold, and never used for any other purpose. We follow the privacy principles in our Privacy Policy.
We support Angel One Excel exports best. We also accept Zerodha, Groww, Upstox exports in Excel/CSV. For mutual funds, upload screenshots or PDF statements from any MF app (Groww, Coin, MFCentral, CAMS, KFintech).
Yes! Select “Both” in the portfolio type section and upload all relevant files. We will generate a comprehensive report covering your complete portfolio.
Submit Now

Get Your Free Portfolio Health Check

Fill in your details below. Himanshu Ji will personally review your portfolio and share the report within 24–48 hours.

Personal Details
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Portfolio Type *
Equity / Stock Portfolio
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Mutual Fund Portfolio
SIPs or lump sum MF investments (Groww, Coin, MFCentral, CAMS, etc.)
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I have both stock holdings and MF investments to review together
Please select at least one portfolio type
How to download your Equity Portfolio:
1
Angel One: Login → Portfolio → Holdings → Download Excel
2
Zerodha: Console → Portfolio → Download Holdings CSV
3
Groww / Upstox: Portfolio → Export / Download Statement
4
Upload the .xlsx, .xls, or .csv file below
How to share your Mutual Fund Portfolio:
1
Groww / Coin: Portfolio → Screenshot each fund card
2
MFCentral / CAMS / KFintech: Download Consolidated Account Statement (CAS) as PDF
3
Upload all screenshots (.jpg / .png) or the .pdf statement below
Click to upload or drag & drop files here
Accepted: .xlsx .xls .csv .pdf .png .jpg  ·  Max 10MB per file  ·  Multiple files allowed
Please upload at least one portfolio file
Your data is 100% confidential. Portfolio information is used only to generate your health check report. It is never shared with any third party or used for any other purpose.
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Legal Disclosure

Disclaimer — Must Read

1. Educational Purpose Only

All content on this page and in the portfolio health check report is provided strictly for educational and informational purposes only. This does not constitute financial or investment guidance under SEBI (Investment Advisers) Regulations, 2013, research analysis under SEBI (Research Analysts) Regulations, 2014, or a solicitation to buy, sell, or hold any security, mutual fund unit, or financial instrument.

2. No Assured Returns

No guaranteed returns, assured returns, fixed returns, risk-free returns, or sure-shot profits are offered, implied, or represented in any form. All investments are subject to market risk. Past performance is strictly for illustrative purposes and is not indicative of future results.

3. Regulatory Status

AMFI Registered Mutual Fund Distributor · ARN-169614
NISM Series V-A Certified (Mutual Fund Distributors)
NISM Series VIII Certified (Equity Derivatives)
NOT a SEBI Registered Investment Adviser (IA) under SEBI (IA) Regulations, 2013
NOT a SEBI Registered Research Analyst (RA) under SEBI (RA) Regulations, 2014

Himanshu Verma, his team, and HimanshuGyan LLP are not authorised to provide personalised financial guidance for a fee, issue research reports, or make security/fund-specific suggestions in an advisory capacity.

4. Personal Responsibility

You are solely responsible for your financial decisions. Please consult a SEBI-registered Investment Adviser before acting on any information in this health check report.

5. Limitation of Liability

To the maximum extent permitted by the laws of India, Himanshu Verma, HimanshuGyan LLP, and all associated entities are not liable for any losses arising from reliance on this health check report or use of this website.

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