Wealth Management
Portfolio Review
A client-ready review built from the client's own statements: look-through exposure, returns against benchmarks, costs, concentration, risk in the debt book, tax, and what should change.
- Publishes
- Pages or slides
- Excel, Word and PowerPoint on request
10 days of Pro, or of Firm on a work email address to start. No card needed.
What you give, what you get
Your brief and files. Its method.
You give
- A brief: who the work is for and what question it must answer, in a few lines.
- Your files, from your computer, Google Drive or OneDrive: filings, models, decks, transcripts, statements. Read whole, never cut into fragments.
- Nothing else. The playbook carries the method, and Mool gathers what the method calls for.
You get
- Pages or slides, with Excel, Word and PowerPoint files on request on Pro.
- Every figure sourced and dated, with the working shown.
- Follow-ups in plain words that edit the pages in place.
- Quick answers to a reader's question from the research itself.
- A document you can share by link, or keep in your account.
How it runs
From brief to finished research.
- 01
Brief
Pick the playbook, say what the work is about in a few lines and add your files: filings, models, decks, transcripts, statements.
- 02
Research
Mool plans the work and does it, reading your files whole and gathering what else the method calls for. Every step shows in the activity feed as it happens.
- 03
Publish
The research arrives as pages or slides, each figure sourced and dated, with Excel, Word and PowerPoint files when you asked for them.
- 04
Follow up
Ask for changes in plain words and the pages are edited in place. Ask a question and it is answered from the research itself.
Wealth Management
More for this desk.
Fund Due Diligence
Review one mutual fund or compare up to four: returns and rolling returns against benchmark and category, risk and drawdowns, portfolio and style, costs, the manager, and consistency. Indian schemes and ETFs.
Market Commentary
The monthly or quarterly market letter for clients: equities, rates, currency and commodities, flows, the economy and policy, and the positioning that follows, in language clients can follow.