Ionic Portfolio Streamliner

Build a Stronger Core forYour Invested Wealth

Q: How long does the assessment take?

Typically a few minutes after you complete the import, depending on your portfolio size and data availability.

Q: Which platforms and formats do you support?

Mutual funds can be imported via MF Central. Stocks can be imported via Account Aggregator. If you have other holdings, our team can guide you on supported formats.

Q: Will you directly change anything in my portfolio?

No. The assessment provides insights and suggested actions. Any changes are always your decision.

Q: What does the assessment cost?

The portfolio assessment is currently offered at no cost. If you choose to work with a specialist after reviewing your report, you can discuss next steps then.

Build a Stronger Core for Your Invested Wealth

Import your investments and get a thorough, jargon-free assessment of your portfolio. Once we have a clear view of your holdings, one of our experienced wealth specialists will call you within 48 hours to walk you through the key insights.

₹20,000 Cr +

Worth of Assets Tracked

9,000 +

Portfolios Analyzed

₹20000 Cr +

Worth of Assets Tracked

9000+

Portfolios Analyzed

Bank-grade encryption

Read-only access

SEBI-registered entities

Trusted by 500+ families

Bank-grade encryption

Read-only access

SEBI-registered entities

Trusted by 500+ families

Bank-grade encryption

Read-only access

SEBI-registered entities

Trusted by 500+ families

exhaustive analytics, simple outcomes

A 360° X-Ray of

your Portfolio

A 360° X-Ray of your Portfolio

Performance & Risk

We measure your portfolio IRR against a suitable benchmark IRR

Clear classification of outperforming and underperforming funds

Allocation & Diversification

See your real allocation across equity, debt, alternatives and cash

Spot concentration by sector, theme, geography, promoter group and style

Concentration & Blind Spots

Discover over-reliance on a few stocks, AMCs, themes or geographies

Uncover overlaps between funds that look different, but own the same names

Tax Implications

Understand tax implications of potential exits or switches

View short-term vs long-term capital gains breakdown

Weekly Portfolio Summary

Receive weekly insights on what happened with your portfolio

Stay informed about significant changes and market impacts

Performance & Risk

We measure your portfolio IRR against a suitable benchmark IRR

Clear classification of outperforming and underperforming funds

Allocation & Diversification

See your real allocation across equity, debt, alternatives and cash

Spot concentration by sector, theme, geography, promoter group and style

Concentration & Blind Spots

Discover over-reliance on a few stocks, AMCs, themes or geographies

Uncover overlaps between funds that look different, but own the same names

Tax Implications

Understand tax implications of potential exits or switches

View short-term vs long-term capital gains breakdown

Weekly Portfolio Summary

Receive weekly insights on what happened with your portfolio

Stay informed about significant changes and market impacts

BREAKDOWN ACROSS ASSET TYPE, SECTORS & EXPOSURES

Discover Detailed

Allocation

Current v/s Ideal

Discover Detailed Allocation

Current v/s Ideal

Discover ideal asset allocation for your risk profile. See ideal sectoral allocation and exposure across schemes & fund houses.

How Portfolio StreamlinerWorks?

How Portfolio Streamliner
Works?

Import your portfolio with few clicks and get direct actionables.

Import portfolio in minutes

Import your mutual funds through a single OTP using MF Central. Stocks will be imported through Account Aggregator through 2 OTPs — no upload required.

Our engine cleans, classifies and benchmarks

We de-duplicate, tag and benchmark each holding across returns, volatility, downside risk, style, sector and costs — using institutional-grade models.

You receive a prioritized action plan

Instead of a 40-page dump, you get a ranked list of actions: what to keep, what to trim, and where to re-allocate — aligned to your risk profile and goals.

Import portfolio in minutes

Import your mutual funds through a single OTP using MF Central. Stocks will be imported through Account Aggregator through 2 OTPs — no upload required.

Our engine cleans, classifies and benchmarks

We de-duplicate, tag and benchmark each holding across returns, volatility, downside risk, style, sector and costs — using institutional-grade models.

You receive a prioritized action plan

Instead of a 40-page dump, you get a ranked list of actions: what to keep, what to trim, and where to re-allocate — aligned to your risk profile and goals.

Human Judgement,

Our analytics engine does the heavy lifting — crunching thousands of data points on returns, risk, style and costs. Then our experienced wealth specialists review the output in the context of your goals, time horizon and preferences.

No templated "model portfolio" pushed to everyone

Recommendations tailored to your risk comfort and liquidity needs

Option to co-create a long-term strategy after you've seen your assessment

No templated "model portfolio" pushed to everyone

Recommendations tailored to your risk comfort and liquidity needs

Option to co-create a long-term strategy after you've seen your assessment

Want an expert to walk you through your report?

Schedule a 30-minute discussion with a wealth specialist, once your assessment is ready.

Want an expert to walk you through your report?

Schedule a 30-minute discussion with a wealth specialist, once your assessment is ready.

security & privacy

Your Data Stays Yours.

Always!

Your Data Stays Yours.

Always!

Read-only Connections

We can view your holdings, but cannot place orders or move money.

Bank Grade Encryption

All data in transit and at rest is encrypted using industry-standard protocols.

Limited Access

Only your assigned team can view your assessment, strictly on a need-to-know basis.

Regulatory Oversight

Assessments are provided through SEBI-registered investment advisory entities.

Read-only Connections

We can view your holdings, but cannot place orders or move money.

Bank Grade Encryption

All data in transit and at rest is encrypted using industry-standard protocols.

Limited Access

Only your assigned team can view your assessment, strictly on a need-to-know basis.

Regulatory Oversight

Assessments are provided through SEBI-registered investment advisory entities.

Get your Portfolio

Assessment

started

Get your Portfolio

Assessment Started

Import your existing holdings, uncover blind spots and walk away with a clear, prioritised action plan for your wealth.

Your Questions,

Answered

by Our Experts

Frequently Asked Questions

Is my money or account at risk when I connect my portfolio?

No. We use read-only access, which lets us see your holdings but not move money or place orders. You can revoke access at any time from your broker / platform.

How long does the assessment take?

Which platforms and formats do you support?

Will you directly change anything in my portfolio?

What does the assessment cost?

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Legal

Emailhello@ionic.in

Phone022 4000 3600

Socials

Download the Ionic Wealth App

AMFI Registered Mutual Fund Distributor

Angel One Wealth Limited (AOWL)

CIN AOWL - U66190MH2023PLC411784

Angel One Investment Services Private Limited (AOISPL)

ARN AOISPL - 306165

CIN AOISPL - U66190MH2024PTC426203

SEBI Registered Research Analyst Number- INH000020305

Mutual fund investments are subject to market risks, read all scheme related documents carefully.

Registered Office: 601, 6th Floor, Ackruti Star, Central Road, MIDC, Chakala, Andheri (East), Mumbai - 400 093

#NoOneDoesItAlone

Build a Stronger Core for Your Invested Wealth

₹20,000 Cr +

Worth of Assets Tracked

9,000 +

Portfolios Analyzed

₹20000 Cr +

Worth of Assets Tracked

9000+

Portfolios Analyzed

Build a Stronger Core forYour Invested Wealth