Vivekam vs Gulaq By Estee

Vivekam is a SEBI Registered Investment Advisor. Grow your wealth with our automated Stock, Mutual Fund, Portfolio and Fixed Income products. The core principle of Vivekam is to load one’s portfolio with quality stocks based on hard numbers and not on gut feelings about future themes. We offer custom, unbiased investment products for every type of investor. Vivekam is integrated with more than 18 National Stock Brokers and counting. Our simple process enables Investors to take Investment advisory from us and execute transactions through their existing brokerage accounts all through the app itself. Access a host of services to understand fundamentals of each and every stock, fair values of each stock and expected price ranges as well. Our Mutual Fund and Portfolio Services allow investors to assess their portfolio and make necessary changes to ensure your portfolio is poised for success. We ensure each portfolio has only fundamentally growing stocks that are undervalued as well as having a total Portfolio P/E that is lesser than the Nifty P/E always!! Vivekam collects all relevant information, processes, tabulates and presents fair values for most stocks in India. Vivekam also short lists stocks that reported better working results in latest concluded trailing twelve-month period. Vivekam’s study of price behavior of 5000+ companies over 20 years (80 quarters), has proven that 87% of undervalued growth stocks appreciated by more than 10% in next three months.

Too many mutual funds. Not enough clarity? Your mutual fund portfolio may look fine on the surface. But do you know what’s actually working, what isn’t, and what could be improved? Gulaq helps you go beyond simply tracking returns. Get an X-Ray of your mutual fund portfolio, uncover hidden risks, understand your Risk Gear and get personalized portfolio recommendations—all in one place. See What Your Portfolio Is Really Made Of With Gulaq Portfolio X-Ray, analyse your mutual funds across: • Risk and returns • Asset allocation • Diversification • Fund overlap • Sector exposure • Alpha, Beta and Sharpe Ratio • Other key portfolio metrics See beyond individual fund returns and understand your portfolio as a whole. Find Risks You May Not See Owning multiple mutual funds doesn’t always mean you’re well diversified. Gulaq helps identify: • Repeated stock exposure • Similar mutual funds • High fund overlap • Concentrated exposures • Other portfolio risks So you can see what may be hiding inside your investments. Know Your Portfolio. Know Your Risk. Discover your Gulaq Risk Gear based on your risk tolerance, investment objectives and investment horizon. Understand the level of risk suited to you and use your Risk Gear as the foundation for personalized portfolio recommendations. Understand First. Optimize Next. See how your current mutual fund portfolio compares with a personalized optimized portfolio aligned with your Risk Gear. Understand: • Where your portfolio could improve • What changes may be recommended • Which investments you may consider buying, selling or holding • Why each change is suggested • How the recommended changes could affect your portfolio Move from simply knowing what you own to understanding what you can do next. Ask Gulaq AI About Your Portfolio Gulaq AI is your portfolio assistant. Ask questions about your actual investments and get personalized insights around: • Portfolio performance • Risk • Diversification • Fund overlap • Asset allocation • Mutual fund investments • Investment concepts No need to decode every portfolio metric yourself. Ask Gulaq AI and understand your investments in simpler terms. Track Everything in One Place View your mutual fund holdings, current portfolio value, invested amount and XIRR in one place. Track your investments, understand your portfolio and discover opportunities to improve it—all within Gulaq. From Mutual Fund Confusion to Portfolio Clarity Gulaq combines portfolio tracking, Portfolio X-Ray, risk profiling, AI-powered insights and personalized investment advisory to help you make more informed investment decisions. Regulated Investment Advisory Gulaq is offered by Estee Advisors Pvt. Ltd., a SEBI-registered Investment Adviser (INA000016463).