Real-Time Portfolio Tracking Now Available!
Monitor Your Investments 24/7 | Transparent Reporting & Instant Updates
Track Your Wealth In Real-Time
Comprehensive Portfolio Management Beyond Just Selling Products - Active Monitoring & Transparent Reporting
Beyond Just Selling Products
Ongoing Commitment to Your Wealth Management
At Krupa Investment, we believe that managing your wealth doesn't end when you make an investment. Our comprehensive portfolio services demonstrate our ongoing commitment to your financial success – tracking, monitoring, and optimizing your investments every step of the way.
With real-time performance monitoring and transparent reporting, you're never in the dark about where your money is and how it's performing. Because U the client are our priority.
Real-Time Monitoring
Track your portfolio performance 24/7 with instant updates
Transparent Reporting
Access detailed portfolio statements and performance reports
Regular Reviews
Periodic portfolio assessments and rebalancing strategies
Comprehensive Portfolio Services
Everything you need for complete portfolio management
Portfolio Tracking
- Real-time performance monitoring
- Multi-asset class tracking
- Consolidated portfolio view
- Historical performance analysis
- Gain/loss tracking
- XIRR calculations
Complete visibility of all your investments in one place
Asset Allocation
- Strategic allocation overview
- Equity vs Debt balance
- Sector-wise distribution
- Risk assessment
- Allocation recommendations
- Visual charts & graphs
Understand your portfolio composition at a glance
Regular Portfolio Reviews
- Quarterly review meetings
- Performance benchmarking
- Goal progress tracking
- Market update discussions
- Strategy adjustments
- Personalized recommendations
Stay aligned with your financial goals through regular check-ins
Rebalancing Strategies
- Periodic rebalancing
- Drift management
- Tax-efficient rebalancing
- Market-driven adjustments
- Risk realignment
- Profit booking strategies
Maintain optimal asset allocation as markets evolve
Transparent Reporting
- Detailed portfolio statements
- Transaction history
- Performance reports
- Tax reports & statements
- Capital gains summary
- Downloadable documents
Complete transparency with easy access to all reports
Active Monitoring Benefits
- Proactive alerts & notifications
- Market opportunity identification
- Risk mitigation strategies
- Performance optimization
- Timely recommendations
- Ongoing support & guidance
Stay ahead with proactive portfolio management
Dr. Nihar Ilesh Shah
Expert in Active Portfolio Monitoring
Dr. Nihar Shah believes in active wealth management beyond just selling products. With his expertise in portfolio tracking and performance monitoring, he ensures that every client's investments are continuously optimized for growth and risk management.
His philosophy is simple: "Your wealth needs constant attention, not just at the time of investment." Through transparent reporting, regular reviews, and proactive rebalancing, he demonstrates ongoing commitment to client success.
Areas of Expertise:
How Portfolio Tracking Works
Simple steps to start monitoring your investments
Onboarding & Setup
Share your investment details with us. We consolidate all your holdings across mutual funds, bonds, FDs, and other assets into one comprehensive portfolio view.
Real-Time Tracking
Access your portfolio dashboard 24/7. Monitor real-time performance, view gains/losses, and track your progress towards financial goals.
Asset Allocation Analysis
Understand your portfolio composition with visual charts. See your equity-debt ratio, sector exposure, and risk distribution at a glance.
Regular Reviews & Reports
Receive quarterly performance reports and participate in review meetings. We discuss market updates, portfolio performance, and strategic adjustments.
Rebalancing & Optimization
Based on market conditions and your goals, we recommend rebalancing strategies to optimize returns and manage risk effectively.
Ready to Start Tracking Your Portfolio?
Get real-time access to your investments today
Get Started NowBenefits of Active Portfolio Monitoring
Why ongoing portfolio management matters
Complete Visibility
Know exactly where your money is invested and how it's performing. With real-time tracking and transparent reporting, there are no surprises – only clear, actionable insights into your wealth.
Proactive Risk Control
Active monitoring helps identify and mitigate risks before they impact your portfolio significantly. Regular rebalancing ensures your asset allocation stays aligned with your risk tolerance and goals.
Optimized Returns
Regular reviews and strategic rebalancing help optimize your portfolio performance. We identify underperforming assets, capture market opportunities, and ensure your investments work harder for you.
Beyond Just Selling
Our portfolio services demonstrate ongoing commitment to your financial success. We're not just here to sell products – we're here to manage, monitor, and grow your wealth throughout your investment journey.
What Our Clients Say
Real feedback from clients who trust us with their portfolio management
Frequently Asked Questions
Everything you need to know about portfolio services
Portfolio Tracking
Portfolio tracking is real-time monitoring of your investment performance across all asset classes. We consolidate all your holdings - mutual funds, bonds, FDs, and other investments - into one comprehensive view with transparent reporting and regular updates.
After onboarding, you get 24/7 access to your portfolio dashboard. You can view real-time performance, download reports, and track your progress towards financial goals anytime, anywhere.
Portfolio tracking and monitoring services are provided as part of our comprehensive wealth management commitment to all our investment clients. Contact us to learn more about our service offerings.
Reviews & Rebalancing
We offer regular portfolio reviews at least quarterly, or more frequently based on market conditions and your requirements. During reviews, we discuss performance, market updates, and strategic adjustments to keep you on track with your goals.
Portfolio rebalancing is the process of adjusting your asset allocation to maintain your desired risk level and investment objectives. As markets move, some investments grow faster than others, potentially shifting your risk profile. We recommend rebalancing strategies to optimize returns and manage risk effectively.
Rebalancing recommendations and strategy guidance are part of our portfolio services. However, execution of transactions may involve standard transaction charges from fund houses or platforms. We always ensure tax-efficient rebalancing to minimize impact.
Reporting & Transparency
You'll receive comprehensive reports including portfolio statements, performance analysis, asset allocation breakdowns, transaction history, capital gains summaries, and tax reports. All reports are available for download anytime from your dashboard.
Transparency is at the core of our portfolio services. You have real-time access to all your holdings, complete transaction history, detailed performance metrics, and regular reports. No hidden information – you know exactly where your money is and how it's performing at all times.
Yes! We can consolidate portfolios for all family members into a single comprehensive view. This helps you understand the overall family wealth, asset allocation, and make better coordinated investment decisions.
Have more questions about portfolio services?
Call Dr. Nihar Shah: 7490002340Ready to Experience Active Portfolio Management?
Get real-time tracking, transparent reporting, and ongoing commitment to your wealth
Office: 14 Star World, Baghban Circle, Green City Road, Surat