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Review your

Mutual Fund

Portfolio for free!

Analyze your mutual fund portfolio and get expert insights with Flowstate Wealth's Portfolio Review Tool

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+30.1%
Absolute Return
+16.8%
CAGR

Why Choose

Flowstate Wealth?

We offer customized financial solutions and tools to help you grow your wealth with confidence

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Data Driven
Decisions

Investment strategies powered by advanced analytics

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Market Adaptive
Model

Proprietary Model that rebalances with Market conditions

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Expert Driven
Research

Built by seasoned finance and data professionals

Our Investment Process

We analyze the following indicators:

Fundamental

Liquidity

Sentiment

Liquidity

Sentiment

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TOOLS

Our tools to help you grow your wealth

Free Client Portfolio Review

Analyze your mutual fund portfolio and get expert insights

Intelligent Mutual Fund Portfolio Performance Review Tool

8 out of 10

Portfolios fail to beat the benchmark. Our free review uncovers gaps and optimizes funds to maximize returns.

Advanced Investment Risk Profile Assessment & Analysis Tool

7 out of 10

Investors often lack risk tolerance awareness. Discover your unique Risk Profile and build a tailored investment strategy!

Smart 360-Degree Financial Planning & Investment Strategy Tool

6 out of 10

Families lack sufficient coverage and savings. Plan your future with expert guidance on insurance and investments!

What our users say

Testimonials

" Flowstate's portfolio analysis helped me identify underperforming funds. My returns improved by 18% after following their recommendations. "


Priya Sharma

Priya Sharma

Software Engineer, Bangalore

" The quartile ranking insights were eye-opening. I finally understood which funds were truly performing well versus just marketing hype. "


Rajesh Kumar

Rajesh Kumar

Marketing Director, Mumbai

" I had overlapping funds across 6 AMCs without realizing it. Flowstate's analysis helped me optimize and reduce unnecessary risk. "


Anita Verma

Anita Verma

Financial Consultant, Delhi

Ready to take control of your finacial future?

Sign up now for a free portfolio review and personalized insights to grow your wealth

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