Free Portfolio Health Check — diagnose hidden risks, protect your returns
Portfolio Health
Free Portfolio Health Check — a quick, clinical review that spots hidden risks, fee leaks and allocation gaps. We prioritise issues and give clear next steps you can act on immediately.
From SIP selection and fund allocation to retirement and education planning, our practical advice helps you protect growth and simplify decisions without jargon.
Starting: Free
Portfolio Health Check
A short, clinical diagnosis for your mutual fund portfolio — we highlight risks, hidden overlaps and practical next steps you can act on.
We examine SIP cadence, fund overlap, allocation balance and fees. Send your holdings on WhatsApp and receive a plain‑language roadmap prioritising fixes for better long‑term outcomes.
Starting: Free
Portfolio Services
Clear, practical financial services that follow the same diagnostic — prioritise hidden risks, protect growth, and set a simple next-step plan you can act on today.
Free Portfolio Health Check via WhatsApp, SIP setup guidance, mutual fund selection and goal-based planning for education and retirement — straightforward advice for busy people who want dependable outcomes.
Starting: Free
Why RupeeTrends
We bring calm, practical financial advice—rooted in AMFI-registered distribution and goal-based planning. Start with a free Portfolio Health Check on WhatsApp and get a clear, prioritized plan that protects growth and reduces hidden risks.
Clients choose us for straightforward recommendations, plain-language diagnostics and fast, actionable follow-up. No dashboards, no sales pressure—just a quick assessment and a clear next step you can act on today.