Amyra Securities is a leading investment advisory firm headquartered in New Delhi, committed to empowering individuals and institutions to achieve financial freedom.
Is your investment portfolio truly working for you? Our experts will conduct a comprehensive, no-cost review of all your existing investments — mutual funds, stocks, FDs, bonds, and more — and give you a clear, actionable roadmap to improve performance.
Fill in your details — our advisor will call you within 24 hours.
🔒 Your data is 100% secure & never shared with third parties
Our health check is not a generic report. It's a deep, advisor-led analysis across six critical dimensions of your investment portfolio.
We benchmark your existing investments against relevant indices and category peers to show you exactly where you stand and how much you may be leaving on the table.
We evaluate your portfolio's actual risk exposure versus your declared risk appetite — identifying concentration risk, sector overweights, and hidden volatility you may not be aware of.
Are your investments aligned with your life goals — retirement, children's education, home purchase? We map your portfolio to your timeline and check if you're on track.
Over-concentration in one asset class or sector can be dangerous. We analyse your spread across equity, debt, gold, international, and alternative assets to ensure true diversification.
High expense ratios, exit loads, and fund overlaps silently erode your wealth. We identify every unnecessary cost and show you how switching to better-value products can boost returns.
You receive a clear, written action plan — what to keep, what to exit, what to add, and what to rebalance. No jargon, no sales pitch. Just honest guidance tailored to you.
Submit your name, phone, and basic portfolio details using the form on this page — takes less than 2 minutes.
One of our AMFI-registered advisors will call you within 24 hours to understand your current investments and financial goals.
Our team conducts a thorough review of your portfolio across all 6 dimensions — performance, risk, cost, diversification, goal alignment, and tax efficiency.
Receive a personalised, jargon-free report with clear recommendations within 24–48 hours. No obligation to act — the choice is always yours.
Unlike generic online tools, our health check is prepared by a real human advisor who reviews your specific portfolio and writes personalised observations — not copy-paste templates.
Whether you're just starting out or managing a large portfolio, our health check adds value at every stage of your investment journey.
You invest regularly but don't have time to track performance. We'll tell you if your SIPs and funds are actually building wealth or silently underperforming.
Your money deserves the same attention you give your business. We review your personal wealth portfolio and ensure it's as well-managed as your enterprise.
With retirement approaching, risk management becomes critical. We audit your portfolio to ensure it's shifting appropriately toward capital preservation and income generation.
Just starting your wealth journey? Get it right from day one. We'll review your initial investments and guide you toward a solid, diversified foundation.
Complex, multi-asset portfolios need expert oversight. We review your entire wealth structure across PMS, AIF, real estate, and liquid investments.
Planning for a child's education, a property, or early retirement? We check whether your current investments will actually get you there on time.
The health check was genuinely eye-opening. I had 3 overlapping large-cap funds and was paying double the expense ratio I needed to. Amyra's team identified it instantly. After switching, my returns improved by over 3% in one year.
I was sceptical that a free review would be meaningful, but the report I received was more detailed than paid services I'd tried before. Clear, honest, and no pushy sales. Highly recommend to anyone unsure about their investments.
I'd been investing for 8 years but never actually reviewed my portfolio holistically. The Amyra health check showed me my equity allocation was 94% — way too aggressive for someone 5 years from retirement. That one insight changed everything.
Fill the form and our team will reach out within one business day. Bring your latest portfolio statement and we'll take care of the rest — completely free, completely confidential.
Yes, completely. There are no hidden charges, no subscription fees, and no obligation to invest with us after the review. The health check is our way of demonstrating the value we bring before you make any decision.
You'll need to share your latest portfolio statement or a list of your current investments (fund names, amounts invested, current value). You can share this over a call, email, or WhatsApp — whichever is convenient for you. We do not need your account passwords or sensitive banking details.
The initial consultation call typically takes 20–30 minutes. Our team then prepares your personalised report, which is shared with you within 24–48 hours of the call. A follow-up call is then scheduled to walk you through the findings and answer any questions.
Absolutely. Your information is used solely for the purpose of preparing your portfolio review and is never shared with any third party. All data is handled in strict confidence in line with applicable privacy regulations.
No. Our health check is purely advisory. We will share our honest recommendations, but there is absolutely no pressure or obligation to act on them or to invest through us. Many clients come back to us months later once they've seen the quality of our advice — that's how we prefer to earn your trust.
Yes. In fact, reviewing a fragmented portfolio spread across Zerodha, Groww, bank mutual funds, and direct stocks is exactly where we add the most value — by consolidating the complete picture and identifying overlaps and gaps you may not even be aware of.
AMFI Registered ARN Holder | Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future results. The Free Portfolio Health Check is an advisory service and does not constitute a guarantee of returns. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Amyra Securities is a leading investment advisory firm headquartered in New Delhi, committed to empowering individuals and institutions to achieve financial freedom.