The SIP you started in 2021
Low cost, mandate intact. Let it compound.
KeepFree portfolio review
Get your portfolio review.
Keep, sell, or switch. Free review of your portfolio, just two minutes.
Your review covers your real holdings.
How it works
Three steps, a few minutes.
- 1
Connect your accounts securely
Link your holdings through Account Aggregator, the regulated framework banks and brokers already use. No passwords shared with us.
- 2
Verify and give consent
A quick OTP and PAN check confirms it is you, and you approve exactly what we can see. Nothing moves without your say-so.
- 3
Get your Portfolio Report
We return a clear Hold or Sell call on every stock and fund you own, each with the reasoning behind it.
What we check on every holding
We look at three things for each stock and fund you own. You see the reasoning behind every call, not a bare verdict.
The business
How the company behind the stock is actually doing, not the daily noise around its price.
The price
Whether you are paying a fair price for what you get, or too much.
The road ahead
Where the company and its industry look to be heading from here.
Free review
Start at no cost
We review a set number of your holdings free, so you can judge the research before you spend anything.
Get the appMore reviews
For larger portfolios
Cover more holdings and run repeat reviews with a paid plan when you are ready for the full picture.
Talk to an advisorWhy trust Savart
Your money, your account, your call.
Your money stays put
Your holdings never leave your own account. We read them so we can advise you, and you decide what to do.
A real, regulated advisor
Savart is a SEBI-registered investment adviser (registered since 2016), so you can call a real person and we must explain our reasoning.
Your data is handled carefully
You decide what we can see through Account Aggregator, and you can withdraw that consent whenever you like.
Questions, answered
Is the review really free?
Yes. We review a set number of your holdings at no cost, so you can see how we work before deciding anything.
Do I have to share my broker password?
No. You connect through Account Aggregator, the secure system banks and brokers already use. You approve access with an OTP, without handing over any passwords.
What if I hold more than the free limit?
You can cover more holdings and run repeat reviews with a paid plan. The free review still covers a meaningful slice of your portfolio.
Is this a black box?
No. Every hold-or-sell call comes with its reasoning written in plain words.
How do I start?
Get the app and connect your portfolio, or talk to an advisor if you would rather be walked through it.
See what to hold and what to sell.
Get the app and connect your portfolio, or talk to an advisor first.