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Institutional Wealth & Advisory Solutions

Protect, Restructure & Compound
Your Equity Portfolio

Stop holding onto loss-making stocks in the dark. We combine institutional AI quantitative diagnostics with seasoned Senior Equity Analysts to eliminate downside risk and compound wealth.

Run Free AI Portfolio Audit → Book 1-on-1 Analyst Review
4.9/5 Rating (500+ HNI Portfolios)
SEBI-Aligned Research
PORTFOLIO SOLUTIONS

Three Tailored Ways We Help Investors Outperform

Whether you need an instant diagnostic check or full ongoing portfolio management, we deliver structured institutional solutions tailored to your capital goals.

Tier 01 • Diagnostic 100% Free

Instant AI Portfolio Risk Audit

Instantly scan your Indian stock holdings against 50+ quantitative factors, technical trends, and valuation models. Receive a dynamic 0–100 Portfolio Health Score.

  • 2-Page Branded PDF Report: Institutional assessment.
  • Action Verdicts: Buy, Hold & Review signals per stock.
  • Risk Flags: Sector over-concentration & warnings.
  • Flexible Ingestion: Upload PDF or manual search.
Launch Free Workstation →
Tier 02 • Advisory Review Most Requested

Custom Portfolio Restructuring

A dedicated Senior Equity Research Specialist audits your current holdings to identify deadweight stocks and craft a personalized rebalancing roadmap.

  • Pruning Plan: Exit plan for loss-making holdings.
  • Alpha Redeployment: Shift into high-ROE leaders.
  • Capital Defense: Quantitative downside risk guardrails.
  • Direct Consultation: 45-min video/phone advisory call.
Request Restructuring Review →
Tier 03 • Wealth PMS HNI & Serious Investors

Expert Portfolio Management

Continuous, high-touch equity management where our senior analysts actively guide your capital into multi-bagger compounders with strict stop-loss targets.

  • Curated Models: High-conviction focus portfolios.
  • Active Governance: Quarterly rebalancing & review.
  • Priority Access: Direct desk access to senior analysts.
  • Dedicated RM: White-glove Relationship Manager.
Consult Wealth Advisory Desk →
REAL-WORLD IMPACT

Before vs. After Portfolio Transformation

See how strategic restructuring eliminates drawdowns and transforms stagnant portfolios into consistent market compounders.

Unmanaged Portfolio

Typical Retail Holding Structure
Stock Count 32 random, unmonitored stocks
Sector Concentration 65% heavily concentrated in 1 sector
Losing Positions Averaging down on hype & penny stocks
Max Drawdown -42.5% during market dips
Annual Return (CAGR) -6.8% (Underperforming Nifty)

Realexus Restructured

Institutional Alpha Portfolio
Stock Count 12–15 high-conviction market leaders
Sector Concentration Diversified across 6 resilient growth themes
Quality Factor High ROE (>18%), low debt & moats
Max Drawdown -14.2% (65% Risk Reduction)
Annual Return (CAGR) +21.4% (Consistent Alpha)
Take The First Step

Find Out What Your Stock Portfolio is Truly Worth

Upload your stock statement or search holdings manually. Download your institutional 2-page A4 health assessment in under 30 seconds.

Start Free AI Audit Now → Schedule Advisory Callback