Zenflow
Get a Free Portfolio Review
Upload your holding statements and our SEBI-registered research team will analyse your portfolio for risks, overlaps, and opportunities — completely free.
How It Works
Three Simple Steps
Upload your statements, and we'll handle the rest.
Upload
Upload your holding statements from NSDL, CDSL, or Zerodha
Analyse
Our research team reviews your portfolio for risks, overlaps & opportunities
Report
Get a personalized report with actionable recommendations
Upload
Start Your Portfolio Review
Select your source, upload your files, and we'll take it from here.
Select Your Source
Choose the statement(s) you'd like us to review. You can select multiple.
Why Review?
Why Review Your Portfolio
Regular portfolio reviews help you stay on track and make smarter investment decisions.
Identify Hidden Risks
Spot concentration, sector overlap, and correlated positions before they hurt your returns.
Eliminate Underperformers
Find stocks dragging down returns and replace them with stronger opportunities.
Optimize Asset Allocation
Balance equity, debt, and alternatives to match your risk profile and goals.
Get Expert Guidance
SEBI-registered advisors review your portfolio personally and provide actionable next steps.
FAQs
Portfolio Review Questions
Everything you need to know about the review process.
We accept PDF, CSV, and Excel (.xlsx) files. You can upload your Consolidated Account Statement (CAS) from NSDL or CDSL, or your tradebook export from Zerodha.
You can download your NSDL CAS from https://eservices.nsdl.com by selecting 'CAS' and choosing the desired period. For CDSL, visit https://www.cdslindia.com and use the 'Consolidated Account Statement' option under investor services.
Log in to Zerodha Console (console.zerodha.com), go to Reports > Tradebook, select your date range, and click 'Download' to get a CSV file of all your trades.
Absolutely. Your files are encrypted in transit and at rest. We only use your data for the portfolio review and never share it with third parties. Our systems follow industry-standard security practices.
Our research team typically completes your personalized portfolio review within 24-48 hours. For larger or more complex portfolios, it may take up to 72 hours.
Yes, the initial portfolio review is completely free with no strings attached. It's our way of demonstrating the value our research team can bring to your investment journey.
You'll receive a detailed report highlighting risks, opportunities, and actionable recommendations. You can then schedule a call with our advisor to discuss the findings and next steps — there's no obligation to sign up.
Prefer to Talk First?
Schedule a free call with our advisory team to discuss your portfolio and investment goals.