K
KG Finvest
MFD · ARN 301473 · MORTGAGE | LOANS | FINANCE
AI-BASED MF PORTFOLIO REVIEW
📞 8555925281 |
🌐 www.KGFinvest.com
|
🤖 AI-POWERED ANALYSIS · ARN 301473
Know the Real Health of
Your Mutual Fund Portfolio
Get an AI-driven portfolio health score, fund overlap detection, risk analysis, SIP review, and detailed recommendations — in minutes.
500+PORTFOLIOS REVIEWED
7.1%HOME LOAN RATES
₹499STARTS AT
30 minCONSULTATION
Financial Analysis Service · Not SEBI RIA Advisory
“The review fee often pays for itself.”
Our AI identifies hidden fund overlap, high-risk allocation, and underperforming SIPs
that silently erode your long-term wealth goals. Investors with ₹25L+ portfolios commonly find
₹50K–₹2L in recoverable value through realignment.
Choose Your Review Plan
Select a plan that matches your portfolio size and depth of analysis required.
Starter
Basic AI MF Review
1–5 Mutual Funds
₹499 one-time
Best for first-time reviewers & WhatsApp leads
- Portfolio Health Score
- Fund Overlap Detection
- Risk Profile Analysis
- SIP Performance Review
- Basic AI-Generated PDF Report
- Invoice: “AI-Based Portfolio Review”
RECOMMENDED
Advanced
Detailed Portfolio Review
6–15 Funds + Goal Analysis
₹1,499 one-time
Most popular — ideal for ₹5L–₹25L portfolios
- Everything in Starter
- Goal Mapping & Horizon Analysis
- Asset Allocation Review
- Tax Efficiency Observations
- Detailed AI Insights & Rebalancing Tips
- 30-Minute Expert Consultation
- Sharpe Ratio, Alpha, Beta Analysis
Family
Family Wealth Review
Multiple Folios + Holistic Planning
₹4,999 starting
Ideal for ₹25L+ family portfolios
- All family member folios consolidated
- Insurance + MF + Loan Cross-Analysis
- Retirement & Education Planning Notes
- Annual Tracking Framework
- Priority Email + WhatsApp Support
- Comprehensive 20-Page PDF Report
HNI
HNI Comprehensive Review
₹1Cr+ Portfolio Deep-Dive
₹10,000+ custom
For serious investors seeking institutional-grade analysis
- Full AUM-based Comprehensive Analysis
- Dedicated Portfolio Analyst Assigned
- XIRR Benchmarking vs Nifty/Sensex
- Tax Harvesting Opportunities
- Annual Retainer Option Available
- In-person / Video Consultation
- Private Portfolio Dashboard Access
Subscription
Quarterly Review Subscription
4 Reviews/Year + Ongoing Support
₹2,999 /year
Best value for active investors
- 4 Quarterly AI Portfolio Reviews
- Market Outlook & Rebalancing Alerts
- SIP Increase Recommendations
- WhatsApp Priority Support
- Annual Wealth Statement
- Cross-selling: Loans, Insurance, FD
KG Finvest
AI-BASED MF PORTFOLIO REVIEW · MFD · ARN 301473
📊 Portfolio Analysis Complete
INVESTOR
–
PORTFOLIO SIZE
–
RISK PROFILE
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PRIMARY GOAL
–
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HEALTH SCORE
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📂 Fund-Wise Analysis
📈 Detailed Fund Returns & Performance Summary
| # | Fund Name | Category | Amount Invested | Current Value | Gain / Loss (₹) | Returns (%) | Status |
|---|---|---|---|---|---|---|---|
| Loading fund data… | |||||||
📊 Portfolio Summary
| Total Funds in Portfolio | – |
| Total Amount Invested | – |
| Current Portfolio Value | – |
| Absolute Returns | – |
| Monthly SIP Running | – |
| Asset Allocation — Equity | – |
| Asset Allocation — Debt | – |
| Asset Allocation — Hybrid / Other | – |
| Fund Overlap Score | – |
🤖 AI Portfolio Assessment — KG Finvest
🔍 Key Observations & Flags
💡 SIP Optimisation Suggestions
⚠️ IMPORTANT DISCLAIMER — PLEASE READ CAREFULLY
This report is prepared by KG Finvest (Proprietor: Mallikarjun Rameshwaram), a registered Mutual Fund Distributor (MFD) bearing AMFI Registration Number (ARN) 301473. This document constitutes a “Portfolio Analytics & Consultation” service and is issued as a financial education tool only.
KG Finvest is NOT registered as a SEBI Registered Investment Adviser (RIA) under the SEBI (Investment Advisers) Regulations, 2013. Therefore, the analysis, observations, and suggestions contained in this report do not constitute regulated investment advice, portfolio management advice, or a solicitation to buy, sell, or hold any securities or mutual fund units.
All fund performance data, returns, and portfolio metrics presented are based on information provided by the investor and are indicative in nature. Past performance is not a guarantee of future returns. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
KG Finvest is NOT registered as a SEBI Registered Investment Adviser (RIA) under the SEBI (Investment Advisers) Regulations, 2013. Therefore, the analysis, observations, and suggestions contained in this report do not constitute regulated investment advice, portfolio management advice, or a solicitation to buy, sell, or hold any securities or mutual fund units.
All fund performance data, returns, and portfolio metrics presented are based on information provided by the investor and are indicative in nature. Past performance is not a guarantee of future returns. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
🏢 GSTIN: 36AEIPR0022H1ZR | MFD · ARN 301473 | Date of Liability: 01/11/2022 | Reg. Type: Regular
| Address: 1-9-59, Temple Alwal, Secunderabad, Hyderabad – 500010, Telangana
📞 8555925281 | ✉ kgfinvest6@gmail.com | 🌐 www.KGFinvest.com
📞 8555925281 | ✉ kgfinvest6@gmail.com | 🌐 www.KGFinvest.com