Portfolio Evaluation - Invest Like A Pro

Attention: Pension, ISA, Managed Fund and Stock Investors

Need a Second Opinion on How Your Investments Are Really Performing?

Performance review from an ex–JP Morgan fund manager. No advice, no funds to sell. Just a clear 1-1 portfolio review.

3 expert-backed insights to know if your Pension, ISAs, and investments are working hard enough for your future:

1. Do Your Returns Measure Up?
We compare your results to the actual market index.
If you’re underperforming, you’ll see what that’s costing you.

2.Managing your own portfolio?
Is your Portfolio diversified, future-proof, and balanced?
See where you stand.

3. Are you overpaying Fees?
High and hidden advisor fees. Platform charges etc
You might be paying more than you realise, giving away £tens of thousands over time.

How it Works

We cap the number of evaluations available each month.

It’s a £249 flat fee. One review. Confidential and unbiased.

You get a 1:1 online meeting with a pro money manager and a clear written summary. No ongoing costs, no pressure, no sales pitch.

May 2025 Portfolio Evaluations are sold out. Next round will open June 1, 2025.

Get 10% OFF your portfolio evaluation and be the first to know when the doors open by joining the waitlist.

Clarity and Financial Security without the hassle or high fees

Manish Kataria CFA

Set-and-forget investing? Not just possible. It’s smart.

Manish is a CFA-qualified fund manager with over 20 years’ experience helping investors grow wealth without daily market noise or guesswork.

He helped manage over £1 billion in assets for JPMorgan and other global investment houses, including running a £250 million fund himself. His expertise spans Stocks, ETFs, multi-asset funds, and options built on deep research and disciplined strategy, not hype.

Outside the markets, Manish is an active UK property investor with a portfolio of HMOs, buy-to-lets, and serviced accommodation giving him a grounded, real-world approach to building long-term financial independence.

Risk Warning: Nothing in this site should be regarded as investment advice or as an offer or solicitation to conduct investment business or buy or sell any investment, nor does it constitute any form of personal recommendation. Investments can go up and down. You may not be protected under FSCS. Your Capital is at Risk.

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