What is Portfolio Health Review?

Modified on Tue, 27 Jun, 2023 at 6:35 PM

Scripbox Portfolio Health will supercharge your family’s investments by helping you determine which funds to exit and which funds to reinvest in. It is a quarterly automated assessment of your portfolio. During this review, Scripbox evaluates all the funds in your portfolio based on 9 critical parameters and assigns a score, ranging from a low of 1 to a high of 100, to each of them. This helps you - 

  1. Personalise fund recommendations

  2. Declutter portfolio 

  3. Realign investments to the right funds for you

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