It’s been a little rough out there. The pandemic has had a big impact on everyone’s lives. The markets too have been hit. While uncertainty still exists, self-reliance looks to be the way forward now.

Amid all this, we have been working on something. We’ll get on to it in a bit. First, to reiterate the basics — Investing is important in order to achieve your financial goals. And, to make the most out of investing, it’s equally important to have an overall healthy portfolio .

A healthy portfolio is a well-diversified portfolio that can tackle market volatility & protect your investments while ensuring maximum efficiency in long-term wealth creation.

How to build a healthy portfolio? 

While there are several ways you can go about building your portfolio, the core-satellite approach is an established, time-tested & one of the most popular methods. This approach aims to reduce risk through proper diversification while also providing an opportunity to outperform the broad market as a whole. Learn more about the core-satellite approach.

The core-satellite approach can be useful in building a healthy portfolio & gives the best possible risk-adjusted returns.

Introducing ‘Portfolio Health’

‘Portfolio Health’ is a tool based on the core-satellite approach that analyses your smallcases portfolio & helps mitigate risks through adequate diversification. You’ll find it on your Investments page.

Based on the analysis & the resulting health status, the tool will show you a relevant action (if any) that could help in improving the health of your current portfolio.

The tool does the analysis using multiple checks like —

• Does your portfolio have a strong foundation (core)?
• Is the allocation to core sufficient to tackle market volatility?
• Is your portfolio equipped to generate stable returns without high risk?

You can perform the shown relevant action in just a couple of clicks – a simple & fast way for anyone to build a healthy & strong overall portfolio.

Portfolio Health saves you the time & effort required to understand the nuances of building & maintaining a healthy portfolio.

Portfolio Health is live on the ‘Investments‘ page on the web platform & the smallcase mobile app.

Invested in smallcases?

Check your Portfolio Health on the Investments page.

Not invested yet?

Build a strong foundation

Disclaimer:
The objective of the Portfolio Health tool is to identify and evaluate the risks in your smallcases portfolio due to inadequate diversification. Suggestions for investing in additional smallcases (if any), are only for the purposes of ensuring proper diversification, on a best effort basis. These suggestions are derived from a fixed model without any reference to the investor’s risk profile, financial needs and goals. This should not be construed as investment advice or as a solicitation to invest in the smallcases and the investor is advised to consult his / her advisor prior to arriving at any investment decision. There is no assurance or guarantee that the investment objectives of the respective smallcase(s) will be attained.