ASK
Mutual Fund AI Advisor
Portfolio intelligence

Where the portfolio sits AMC conviction & strength, AUM-weighted

Allocation vs house view actual vs model-portfolio target/band

Holdings scheme-level ASK conviction gauge

SchemeCategoryPlanMarket valueXIRRConviction

NAV trend

Tax & liquidity snapshot

Diversification & stock overlap

Behavioural flags

Recommended action plan rule-based, tax-lot aware

Computation audit cross-portfolio integrity checks

Not investment advice.