Clients need to share the details of their portfolio holdings with ARQ and ARQ’s superior technology will score their portfolio on the basis of their future performance potential, instantly, in the most scientific manner. But that’s not all... ARQ will also offer recommendations to improve their portfolio score. With its “Improve Score” recommendations, ARQ helps your customers to realign the investments that take them a step closer to achieving their financial goals. It red-flags their lower potential holdings that need to be replaced by ARQ’s higher potential “Improve Score” recommendations. Thus you will get a strong and optimized investment portfolio.
With Portfolio Health Score Customers can
Get a scientific score to their portfolio for their financial goals
Discover the performance potential of their portfolio
Improve the net performance of their portfolio
Detect the lower potential Stocks/MFs in their portfolio
1. How does ARQ calculate the score of my portfolio?
ARQ uses advanced research insights and machine learning algorithms to generate a score out of 100 for all stocks and mutual funds in the market. Your portfolio score reflects the average score of all your individual stock and mutual fund holdings.
2. Which asset classes are covered by ARQ while calculating my portfolio in score?
ARQ provides the scores for more than 4000 stocks listed on the Indian markets, as well as all diversified equity mutual fund schemes and debt mutual fund schemes.
3. How accurate is this score?
ARQ Portfolio Health Check is an invaluable tool to help you assess the quality of your portfolio based on strong fundamental and statistical parameters. It can help alert you to any poor quality investments in your portfolio and take corrective action.
4. For how long are these scores valid?
Scores are dynamic to take into account the ever-evolving market conditions. That said, the scores give you a good indication of the fundamental quality of the investment and hence can be used to assess your portfolio health from a medium-term one to two year horizon.
5. How does ARQ help in improving my portfolio score?
Not only does ARQ alert you to any weaker holdings in your portfolio but also gives a fast and convenient single click system to “Improve your score”. Click on “Improve your score” button, it will tell you to invest the money into better quality stocks and mutual funds picked by ARQ’s award-winning models.
6. Is there a minimum or maximum cap on investing?
When buying ARQ recommendations, the minimum investment amount is Rs. 10000/- for mutual funds and Rs. 25000/- for stocks.
7. How much does this portfolio score service cost?
This service is FREE for all Angel Broking clients.
Disclaimer: While choosing an investment strategy, if you give more weightage to Higher Return, the recommended strategy is the strategy which has the highest returns, amongst various ARQ stock strategies. Similarly if you select Lower Risk, the strategy recommended will be the one with the lowest daily volatility. If you select Balance of Both, the strategy recommended will be the one with the best balance of return and daily volatility. The data used to compare returns and volatility of the various strategies is based on backtested results.