Portfolio Review & Optimization
Whether you've built your portfolio over decades or are just getting started, our optimization service delivers a thorough health check. We evaluate diversification, sector concentration, risk exposure, and performance attribution — then provide a clear roadmap to align your portfolio with your goals.
Features & Benefits
- Complete portfolio diagnostic with risk-return attribution
- Diversification analysis across sectors, market cap, and asset classes
- Concentration risk identification and mitigation recommendations
- Tax-efficient restructuring to minimize capital gains liability
- Benchmark comparison against NSE 20, NASI, and custom indices
- Quarterly rebalancing reviews with detailed reports
Our Process
We map your entire portfolio — equities, bonds, money market, SACCOs, real estate — into a unified view
Quantitative analysis reveals concentration risks, underperformers, sector imbalances, and missed opportunities
A customized optimization plan with specific trades, rebalancing targets, and timeline
Quarterly check-ins ensure your portfolio stays aligned as markets evolve and life circumstances change
Explore Our Other Services
Ready to Get Started with Portfolio Review & Optimization?
Contact us today for a free consultation. We'll walk you through the service, pricing options, and how it fits your investment goals.